Despite the impact of the pandemic, 17% of ETFs launched in 2020 already have more than $100 million in assets. Investors are not waiting for a three-year anniversary to consider putting ETF money to work as they used to do with mutual funds.
Steven Pagartanis was sentenced to more than 14 years in prison for his role in the scheme, according to the Justice Department. FINRA had previously barred the Long Island-based advisor from the industry.
Our analysis illustrates that adding between 2% and 10% in gold to a hypothetical US pension fund average portfolio over the past decade would have resulted in higher risk-adjusted returns.
Ballast Point Financial Planning's Shawn Tydlaska explains the structure behind his blended model of charging a $5,000 annual retainer plus 10 basis points for clients with net worths above $2 million.
Many investors today hold a basket of ETFs. But that shouldn’t preclude them from considering the advantages of moving to a more tax-efficient, customizable SMA. Here’s a review of scenarios to make the transition make sense.
Since the start of the year, 57% of large-cap mutual funds have beaten their benchmarks, marking the industry’s best start to a year in almost a decade.
Join on Feb. 25th at 4pm ET / 1pm PT for a webinar that will cover an understanding of exactly “What is ESG?” What do the various ratings and rankings mean? What does it mean to you as a fiduciary and what does it mean to the client? Learn the strategies and tactics necessary to find investments that are truly ESG aligned vs. marketing spin.
