Investment

Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
For more investment news subscribe to our free weekly Investment Strategies e-newsletter. Join today.

Highlights

Small Cap ETF Performance in the Wake of Trump's Victory

Nov 22, 2024

Small-cap stocks are a sector that has rallied in the weeks since the presidential election. Here is how the top 20 largest small-cap...

Ron Baron and Michael Baron Baron Capital ETFs

Ron Baron’s $45 Billion Firm ‘Studying’ Whether to Launch ETFs

Nov 21, 2024

Baron Capital, which focuses on traditional mutual funds, is sizing up the tax advantages and trading...

Nouriel Roubini Debuts His Alternative-Haven ETF for Trump Era

Nov 20, 2024

The Atlas America Fund (USAF) will invest in climate-change resilient real estate investment trusts, inflation...

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Bridgewater Partners With State Street For ‘All Weather’ ETF

Nov 20, 2024

State Street Global Advisors plans to create the SPDR Bridgewater All Weather ETF. The fund will be sub-advised by Bridgewater, which will provide a daily model portfolio specific to this product.

‘FIRE’ ETFs Catering to Retire-Early Strivers Make a Debut

Nov 19, 2024

Tidal Investments has introduced the FIRE Funds Wealth Builder ETF (FIRS) and the FIRE Funds Income Target ETF (FIRI).

ETF Share Classes for Mutual Funds: What Financial Advisors Need to Know

Nov 19, 2024

The SEC is reviewing applications from more than 30 asset managers for exemptive relief.

Nine Investment Must Reads for This Week (Nov. 19, 2024)

Nov 19, 2024

Several of the largest equity index fund managers have extended proxy voting to mutual fund and ETF shareholders, reports Pensions & Investments. Goldman Sachs disclosed $710 million in Bitcoin ETF holdings in its latest 13F filing. These are...

SEI Adds New SMAs to Product Lineup

Nov 19, 2024

In separate news, Alliance Bernstein unveiled several new tax-advantaged SMAs focused on equities and municipal bonds.

Douglas Yones Leaves NYSE for ETF Provider Direxion

Nov 18, 2024

In his new role as CEO, Yones will be responsible for leading the company’s strategic vision and growth plans.

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Investment

Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies. For more investment news subscribe to our free weekly Investment Strategies e-newsletter. Join today.

Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
For more investment news subscribe to our free weekly Investment Strategies e-newsletter. Join today.