David Bodamer

Long-term, some see banks and financial sectors benefitting from a light regulatory environment, but advisors suggest waiting until more clarity emerges about administration priorities and Cabinet nominees.

The asset manager has appointed a new global COO to support its wealth management alts business.

Indexed ETFs remain a top tool, but advisors report healthy usage of actively managed ETFs and mutual funds for equities and fixed-income allocations.

The two public-private fixed-income funds are the first products of the partnership the firms announced in May.

Much attention has focused on the equity side of the equation, but debt and hybrid plays are also options.

The tech firm has quietly become a key cog in the alternative investment ecosystem.

The agency said the investment manager failed to adhere to its own investment criteria on three ESG-marketed ETFs that WisdomTree shuttered earlier this year.