In this week's fund news, Keebeck Wealth Management brings Halo's structured products to clients; Putnam's first active ETFs go live; and CoinShares takes a stake in fund company launching first U.S. ESG crypto mining ETF.
They have high service expectations, are exceptionally busy and often overlook day-to-day tasks, like bill pay. As their trusted advisor, you can help them—by suggesting an automated bill pay service.
Carl Icahn took some time to discuss his views on American malls, U.S. President Joe Biden’s performance so far, and the impact inflation might have on an economic rebound.
David Armstrong, Editor-in-Chief of WealthManagement.com, will be joined by Steve Leivent, SVP & Co-General Manager of SS&C Advent, on June 10, 2021 to lead a discussion amongst financial advisors to discuss their thoughts on digital transformation.
