Some advisors report that few clients have asked any questions resulting from the new disclosure document, leading them to wonder if they are reading it at all. 'I think people might just be a little bit numb to the amount of disclosures.'
Join this webinar on Sept. 17 at 4:00pm ET to explore the current state and future direction of the active ETF market, with particular emphasis on its latest trend: active semi-transparent ETFs.
CEO Dan Arnold outlined four initiatives the firm plans to fund, while also predicting that the pandemic will accelerate the demand for financial advice in the future.
Gone are the days of deciding whether financial planning should be offered, said executives. Today, the decision worth considering is how to charge for it.
COVID-19 has caused some advisors to doubt the benefits of outsourcing investment management to third-party models, according to data collected by market research firm Ycharts.
