Spikes in volatility levels can impact returns on a fund’s portfolio. The low leverage point for Portfolio+ ETFs provide for relatively minimal impact of negative compounding over time for long-term investors.
The notion that active managers shine during periods of market volatility hasn’t had a chance to be tested for quite some time, but February gave them reason for optimism.
Firms often look to financial planning programs for bright talent, but many of the students in these programs are worried about the industry’s image. Forty percent of students enrolled in Texas Tech’s personal financial planning and economics divisions said they were concerned about broader negative perceptions about the industry, according to a new survey by Advisor Group. ...
Orion Debuts App That Automates Compliance Tasks Orion, a portfolio management technology company for registered investment advisors, debuted a new software application on Tuesday that automates compliance tasks. The app, called Compass, uses "thousands" of data points from Orion and its partners and automatically mines and queries the information needed to fulfill audit requirements. ...
Stifel Completes Ziegler Acquisition Stifel Financial announced on Monday that it completed its acquisition of Ziegler Wealth Management. Stifel announced its plans to acquire Ziegler, with 55 advisors and about $5 billion in assets in five states, in October 2017. ...
