MAY 15, 2019

ETFS

ETFs Get Active: The Precidian Model Makes Active ETFs the Next Big Thing

John Swolfs

Finally, evolution in ETFs that allows for active managers with tried and true equity strategies to feel comfortable taking advantage of the ETF wrapper.

FULL ARTICLE

ETFS

Getting Your Stocks On

Brad Zigler

A better way to be defensive.

FULL ARTICLE

Sponsored by Guggenheim

Guggenheimâs Recession Probability Model and Recession Dashboard suggest the recession could come as early as first half of 2020 but may not be as severe as past recessions.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

How the New Opportunity Zone Regulations Affect Wealth Managers

Adam Hooper

The guidance offered some clarity as to how operating businesses can comply with the opportunity zone rules.

FULL ARTICLE

EQUITIES

Morgan Stanley Got Clients Into Uber. Then the IPO Stumbled

Sonali Basak and Julie Verhage

Morgan Stanley pitched wealth management clients a chance to invest in Uber via a fund dubbed New Riders LP. The minimum investment was $250,000.

FULL ARTICLE

WealthManagement Digital Edition

The 2019 Independent Broker/Dealer Report Card & More.

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