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A Look at the ETFs That Launched in January
Feb 04, 2021
A breakdown of the 24 ETFs that made their market debut during the first month of the year.
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OSAM’s Direct Index Platform Tops $1B in AUM in First Year
Feb 03, 2021
O'Shaughnessy's Canvas platform benefits from #fintwit celebrity endorsements and has nine RIAs onboard. But what does the rapid growth mean for broader advisor appetite for direct indexing?
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Custom to the Core
Feb 05, 2021
For nearly 30 years, customizing passive portfolios to suit our clients’ objectives has been our core pursuit
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SPACs: Not So SPACtacular
Feb 03, 2021
Blank check companies are a great deal—for their sponsors. For investors? The results so far have been abysmal, argues Jon Henschen.
Sharmin Mossavar-Rahmani
Goldman Sachs’ Wealth CIO: Reddit Trading is 'Idiosyncratic Noise'
Feb 02, 2021
Goldman Sachs Wealth Management's chief investment officer also calls cryptocurrencies "gambling...not an investment."
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What the GameStop Episode Says About the Future of Fintech
Feb 02, 2021
The episode illustrates, among other things, an increasingly important role of technology in society, which is to democratize access and represent the interests of the individual.
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Sponsored Content
Gain tax benefits by giving
Mar 19, 2021
Charitable contributions may offer distinct advantages for tax-sensitive investors. Explore the ways wealth managers and their clients can combine cash and security gifting to achieve portfolio aims while promoting social good.
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Sponsored Content
Tax-efficient SMAs: Better than ETFs?
Feb 19, 2021
Exchange traded funds are a popular vehicle for investors to gain broad passive exposure—but so are custom separately managed accounts. From tax efficiency to customization, a custom SMA may offer benefits that an ETF can’t. Watch and learn why it...
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