-
Mindy Diamond on Independence: Jack Peterson on Summit Trail's Blockbuster Breakaway
Wealth Management Sep 21, 2023 | 14:19 pmThe Barclays breakaway discusses his 2015 landmark leap with five partners, three offices, and $3 billion in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more.
Read more... -
Adjusted for Risk: How Digital Vaults Can Help Solve Some of the Biggest Challenges Advisors Face Today
Wealth Management Sep 21, 2023 | 14:07 pmFutureVault CEO Daniel Kenny and CMO Kristian Borghesan talk all things digital vault technology.
Read more... -
Janus Henderson Is Dominating the CLO ETF Market
Wealth Management Sep 21, 2023 | 13:38 pmThe Janus Henderson AAA CLO exchange-traded fund has ballooned to a record $3.9 billion in assets since its October 2020 launch, dwarfing at least nine other CLO-focused funds.
Read more... -
Cathie Wood Sees Revival of Thematic Investing When Fed Cuts Rates
Wealth Management Sep 21, 2023 | 13:33 pmIf the Fed cuts rates in 2024, "we're ready for prime time," Cathie Wood says.
Read more... -
BlackRock, State Street Among Money Managers Closing ESG Funds
Wealth Management Sep 21, 2023 | 13:30 pmMore US sustainable funds have closed in 2023 than the prior three years combined.
Read more... -
Scenes from the 2023 WealthManagement.com Industry Awards
Wealth Management Sep 21, 2023 | 12:42 pmThe ninth annual "Wealthies" Awards were held on Sept. 7 at the Ziegfeld Theater in New York City.
Read more... -
ETFs with the Worst Three-Year Returns
Wealth Management Sep 20, 2023 | 19:38 pmCannabis ETFs were among those posting the worst returns over the last three years.
Read more... -
SEC Rule Cracks Down on Misleading ESG, Growth Fund Labels
Wealth Management Sep 20, 2023 | 18:11 pmThe SEC voted on Wednesday to impose the most sweeping overhaul for fund-labeling regulations in more than two decades.
Read more...