On an aggregate level, assets in so-called “smart beta” ETFs are much larger than those in active, leveraged and inverse ETFs. But the picture is more nuanced when broken down by asset class.
The new tax law is creating a lot of new work and opportunities for trusts and estates lawyers. As such, they are experiencing two high-class problems: heavy workload and burnout, writes Forbes' Russ Alan Prince. ...
EP Wealth Advisors Names New CEO EP Wealth Advisors, a Torrence, CA-based registered investment advisor with more than $3.6 billion in assets under management, named Patrick Goshtigian its new president and CEO. The firm said in a statement that he'll be focused on its "strategic vision and growth objectives." ...
280 CapMarkets Adds Fixed Income Documentation Support With interest rates predicted to continue to rise and thousands of baby boomers retiring every day, getting the best rates on fixed income is an issue facing a lot of advisors. Bond trading startup 280 CapMarkets announced a new documentation product, 280 BestX, that pairs with their cloud-based platform, BondNav, to help advisors manage their clients’ fixed income portfolios. ...
