Axiom RIA, an investment platform available to Geneos' 300 advisors, and Fidelity are adding Potomac Fund Management’s tactical model portfolios to their platforms.

That elusive ideal dip for reentry probably isn’t going to materialize, and delaying just costs more money.

Even though direct indexing remains a nascent part of the asset-management industry, the buzz is building.

After lagging bond funds for most of 2020, ETFs tracking equities lured a record $81 billion last month, bringing their total haul for the year to $196 billion.

A simple coincidence or the start of a rotation?

COVID-19 has helped fuel activity in a burgeoning part of the commercial real estate finance and investment world.