Cetera's acquisition of Voya's financial planning channel is expected to moderately increase the firm’s leverage, but not enough to change S&P Global Ratings' credit outlook.
Despite a possible delay coming from the Biden administration, RIAs should consider updating their procedures to comply with some, but not all, of the new requirements.
Many investors today hold a basket of ETFs. But that shouldn’t preclude them from considering the advantages of moving to a more tax-efficient, customizable SMA. Here’s a review of scenarios to make the transition make sense.
Join this lively conversaton on Feb. 24th at 2pm ET / 11am PT to hear about ETF business overview, views on current markets and areas of opportunity, how to think about investing in short-duration, securitized and CLO markets, and more.
