The Inverse Cramer Tracker ETF (SJIM), a fund that aimed to short stocks recommended by the bombastic TV personality, managed to attract just $2.4 million in assets since its launch in March 2023.
Read moreThe end of the low interest-rate era has coincided with both the public and corporate sectors pulling back on efforts to be virtuous.
Read moreThe move by the world’s largest asset manager reflects a “bullish view on the economy and a soft landing.”
Read moreLuke Winskowski, former head of Thrivent’s advice and wealth management division, has joined 49 Financial as president. The Austin-based RIA with just under $1 billion in client assets was the first outside firm to join Thrivent Advisor...
Read moreClients often fail to address succession planning in a comprehensive way because they’re wedded to preconceived notions of what should be done.
Read moreThe upward trend in demand is great news for the field, but lack of supply is a concern.
Read moreWhat if your client wants to reclaim a gift to his alma mater because he does not like the ideological drift of the school?
Read moreThe most pressing tax law developments of the past month.
Read moreAnd why that’s important for RPAs and wealth advisors.
Read moreFalling valuations mean that future expected returns are higher.
Read moreHamilton Lane’s Steve Brennan discusses the benefits of private markets and the evolution of the space.
Read moreThe fintech startup leader spoke about operating 55ip before and after being acquired by J.P. Morgan Asset Management, the company’s burgeoning relationship with Raymond James Financial, using machine learning, monitoring changes in tax law and...
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