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AUGUST 10, 2023

Examining July's ETF Launches

Aniket Ullal, CFRA Research

Nearly 30 new ETFs debuted in July.

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How Advisors Can Manage Portfolio Risk in a Frothy Market

Neale Ellis and Matthew Michaels

Four ways to help clients navigate uncertainty.

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WMIQ EXCLUSIVE RESEARCH

New Research Details Shift In Attitudes Toward Alternative Investments

In partnership with USCF, Teucrium, CNIC Funds, Caliber, Forum and AcreTrader

According to the latest WealthManagement IQ research, the disappointing performance of equity and fixed-income investments in 2022 only served to heighten advisors’ interest in alts.

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ADJUSTED FOR RISK PODCAST

Inside Separately Managed Accounts

Ryan Nauman

Zephyr Market Strategist Ryan Nauman discusses how SMAs can free up more of a wealth manager's time and enhance the client experience.

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Cathie Wood Says SEC Will Approve Multiple Bitcoin ETFs at Once

Emily Graffeo and Katie Greifeld

A spot-Bitcoin ETF does not currently exist in the US and regulators have, in the past, been loath to approve one.

FULL ARTICLE

To Fix Retirement Crisis, Give Every Baby $10,000

Nir Kaissar

Most workers lack the money and time to invest enough in the stock market. The US government has plenty of both.

FULL ARTICLE