Based on one-year returns as of 2/14/2024. Minimum $5 million in net assets, excluding leveraged and inverse ETFs. Aniket Ullal is VP, ETF data and analytics for CFRA, one of the world's largest providers of independent investment research. Aniket founded First Bridge Data, a leading source for global ETF data and analytics that was acquired…
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Disclosure: Our goal is to display products and services that we think you will find interesting and useful. If you purchase them, the Entrepreneur may receive a small portion of the sales revenue from our trading partners. Making business decisions is an integral part of the life of every entrepreneur and business leader. Of course,…
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Sponsored by As customization becomes a dominant theme in investment management, managers who can offer more personalized solutions stand to build greater client loyalty and demonstrate value for the fees they charge. Tax optimization strategies represent a form of personalized portfolio management that is gaining popularity as a win-win for investors and managers. As a…
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In 2023, a year characterized as extremely challenging, gold as an asset exceeded most expectations. Amid high interest rates, geopolitical events and an unclear direction of travel from the Federal Reserve's rate-setting committee, gold returned just over 13% on an annualized basis. And as we move into early 2024, several factors that contributed to gold's…
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WealthManagement.com's David Bodamer sits down with Aaron Filbeck, who runs CAIA's UniFi, to learn more about how CAIA contributes to alternative investment education. They explore the recent revision of CAIA's core program, designed to equip industry experts with a thorough grasp of alternative investment approaches and their role in asset allocation. Aaron focuses on: …
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Go to college, graduate, get a similar job. A new report challenges the perception that a college education is necessary to enter the workforce. Burning Glass Institute, a data research company, and Strada Education Foundation, a talent search firm, published a study on Thursday that found most of Recent college graduates who earned their Bachelor's…
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Join us for this exclusive webinar, which will delve into credit market opportunities as investors grapple with the 60/40 portfolio conundrum entering 2024. Higher probabilities of a “soft landing” loved by market participants at the end of last year, with global equity and fixed income asset classes in retreat the good news is delivered in…
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Open, honest and candid discussion on DC's year-end results, Pontera's deal with Captrust, Michael Kitces on the DOL rule, EBSA recoveries, and plan sponsor awakening. Source link
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Vice Media is the latest company to be hit mass layoffs and a shift in focus as the digital journalism industry continues to shift. In an internal memo to employees Thursday obtained by The insiderDeputy CEO Bruce Dixon announced that the company would lay off hundreds of employees following the decision to stop publishing original…
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Hello and welcome to this week's edition of 401k Real Talk. This is Fred Barstein Contributing Editor at WealthManagement.com's RPA Edge and CEO at TRAU, TPSU & 401kTV – I Review everything from last week's stories and pick the 5 most relevant and interesting offering an open honest and frank discussion that you wouldn't get…
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