Exactly 50 years ago on July 1, Mac McQuown and his team of academics created the first-ever index fund -- an innovation that would take a sledgehammer to the money-management establishment and evolve into a more than $11 trillion industry.
The ESG portfolios are under the same pricing structure as First Ascent's other portfolios for advisors; a direct indexing offering is also in the works.
The AdvisorShares Gerber Kawasaki ETF is based on nine investment themes advisor Ross Gerber expects will outperform in the post-COVID economy.