The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. Asset managers that historically catered to institutions continue to roll out new products aimed at advisors...
Falling valuations mean that future expected returns are higher.
US fund clients withdrew a net $5.1 billion in the final three months of 2023, according to a fresh analysis by Morningstar Inc.
Chuck Cooper III, advisor and managing partner at Lee’s Summit, Mo.-based StrongBox Wealth, provides a peek inside the $400 million RIA’s stock picking strategy within its high conviction, conservative growth model portfolio.
Advisor use of separately-managed accounts as standalone programs and part of unified managed accounts will soon exceed $2 trillion in assets, the research firm found.
Retail investors have been piling into money funds since the Federal Reserve began one of the most-aggressive tightening cycles in decades in 2022.
Strategic tax-loss harvesting can improve a portfolio’s after-tax returns and offset ordinary income.
The limited liquidity vehicle is becoming increasingly popular as a tool for individual investors looking for some exposure to private assets.
Devon Drew is the CEO at AssetLink.
EPFR Director of Research Cameron Brandt shares a ton of knowledge on money market funds, economic data, China and top stories for 2024.
