Former CEO John Lunny will serve as vice chairman of Vestmark’s board of directors, as the fintech company builds out a more robust direct indexing solution and looks toward an initial public offering.

The post-Labor Day week was the busiest for IPOs in almost two months.

Betterment for Advisors has dropped investment minimums and remodeled its custom model portfolios.

While options trading shows that implied volatility has climbed, the actual level of price swings is easing down toward long-term lows.

There are more than 300 ETFs that own a stake in Apple, with over 200 equity ETFs holding a top-10 position.

Vulnerabilities in the market include valuations at historical extremes, stocks rallying non-stop for seven months, a soft economy and the Federal Reserve preparing to taper stimulus. 

For the most part, the machines are doing it wrong and humans are doing it right.

Good climate strategies require much longer time horizons than stock markets generally allow. 

SEC Chair Gary Gensler said that paying for order flow has “an inherent conflict of interest.”

Investors should not make long-term investment decisions based on short-term headline news.