Brian Andrew, the recently appointed chief investment officer at Merit Financial Advisors, provides a peek inside the $10 billion RIA’s model portfolio.
New share-class structures, not crypto, was the talk of the Exchange conference in Miami.
Global X is currently the 13th largest ETF issuer in the US by asset size, with about $43 billion across its suite of thematic funds.
After the bank’s asset-management arm said it was leaving Climate Action 100+, investors are questioning if this means money managers are growing fearful of anti-ESG backlash.
Ethereum prices are rising with the anticipation that spot ETFs could emerge in the space. Opportunity Zone fundraising waned in 2023, according to data from Novogradac. These are among the investment must reads we found this week for wealth...
Cryptocurrency ETFs were among those posting the best returns over the last year.
The SEC claims VanEck failed to disclose the involvement of a social media influencer in promoting the BUZZ ETF.
BlackRock’s ESG-related assets under management swelled 53% from the beginning of 2022 through the end of last year, even as the wider ESG fund market only grew by about 8%.
Model portfolios continue to grow more popular among financial advisors.
More than 50 new ETFs debuted in January.
