In this week's fund news, Cerulli predicts direct indexing's rise, ProShares and Invesco bitcoin futures ETFs may start trading next week, RadiantESG selects STP for operations, and Moneta hires a new head of alternatives.
In this inaugural episode of the WealthStack podcast, Mark Bruno and Joe Duran discuss how modern technology and current worldwide events have changed the way that advisors work.
The proposals by ProShares and Invesco Ltd. are based on futures contracts and were filed under mutual fund rules that SEC Chairman Gary Gensler has said provide “significant investor protections.”
Greg Franks shares the story of his own leap to independence in 2011 from a ranking position at Merrill to the role of managing partner, president and COO of Snowden Lane Partners.
Riskalyze CEO Aaron Klein details the initiatives, platforms and strategies that helped the firm become finalists in multiple categories at the 2021 WealthManagement.com Industry Awards.
Join this live, interactive session paneled by senior executives at award-winning firms on Oct. 20th at 3pm ET. They will deep dive on the key issues involved, the emerging trends — and the action steps that are leading to market share gains.
.png){kind=small}
.png){kind=small}
