One legal expert says mutual fund sponsors are afraid they’ll lose assets in an ETF conversion. But the secret to an alternative may lie in a Vanguard patent that expires in 2022.
Still think it’s a seller’s market? Think again. Our latest research suggests that in the next decade, supply may outstrip demand—and offers 7 tips for what you can start doing about that right now.
Kestra Private Wealth Services CEO Rob Bartenstein opens up about the emotional and physical abuse and financial hardships he experienced as a child. But it developed a resiliency that he has carried with him throughout his life.
Cathy Curtis, the founder of Curtis Financial Planning and a member of the Inside ETFs advisory board, explains how she needs to educate older and middle-age clients on ETFs while millennials are completely familiar with them.
Rodriguez, along with former Walmart executive Marc Lore, is also launching a venture capital fund and buying the NBA's Minnesota Timberwolves and WNBA’s Minnesota Lynx.
Over the next three years, as many as 700 positions are expected to be eliminated in Switzerland alone, with the bulk at the corporate cost center and about 200 between wealth management and the bank’s Swiss unit for personal and corporate banking.
The more value-added services you provide clients, the harder it is for them to replace you. Join this webinar on June 3rd to learn about the opportunity for RIAs to distinguish themselves through this important “high touch” service offering for U/HNW families and individuals.
