Investment

Former CEO John Lunny will serve as vice chairman of Vestmark’s board of directors, as the fintech company builds out a more robust direct indexing solution and looks toward an initial public offering.

The actively managed Goldman Sachs Future Tech Leaders Equity ETF (GTEK) holds technology companies with market capitalizations under $100 billion from both developed and emerging nations.

The post-Labor Day week was the busiest for IPOs in almost two months.

SEC Chair Gary Gensler signaled this year that he could be open to a Bitcoin ETF as long as it complies with the strictest rules for mutual funds.

Betterment for Advisors has dropped investment minimums and remodeled its custom model portfolios.

Dimensional in June became only the second U.S. issuer to pull off a conversion, transforming $29 billion worth of mutual funds into ETFs in an industry record.