(Bloomberg) — Just outside Atlanta, a 60-year-old wealth adviser says he is I understood how to “take the emotion out of the investment process”. How? Filling his mutual funds with ETFs that use leverage to increase the daily returns of the Nasdaq 100 while using quantitative tactics to understand when to enter and exit the…

(Bloomberg) — UBS Group AG said it expects more than $83 trillion in wealth to be inherited within the next three decades, with about a fifth of the world's assets held by people over the age of 75. A “large proportion” of those assets will be transferred over the next 10 years as that population…

As record numbers of young adults reach retirement age, I continue to come across articles and studies about living legacies. When structured correctly, a living estate (also known as an “accelerated estate”) can allow parents to give some of their assets to their children while they are still alive, rather than waiting until they die….

Open, frank and honest discussion about the job market, private equity in DC plans, Fi360's annuity tool and more. Source link

Hello and welcome to this week's edition of 401k Real Talk. This is WealthManagement.com Omnichannel RPA Contributing Editor Fred Barstein & CEO at TRAU, TPSU & 401kTV coming to you from Steam Jupiter – I Review everything from the past week's stories and pick out the most relevant and interesting ones offering an open honest…

If you watch CNBC or Bloomberg, one of the most common refrains heard from active managers is that we are in a market of stock pickers, with active managers outperforming. However, the consistent evidence we see in S&P's Annual SPIVA result sheets shows that such periods do not exist as active managers have underperformed in…

RFG Advisory, the Birmingham, Ala.-based hybrid RIA platform with about $5 billion in client assets, has named Shannon Spotswood, its current president, as its new CEO. Spotswood succeeds Bobby White, who has led the firm since its inception in 2003. Effective immediately, White will move into an executive chairman role. Connected: Hybrid RIA Advisory RFG…

Minneapolis-based Wealth Enhancement Group, the registered investment advisor with over $85.4 billion in client assets, has acquired Peak Financial Services, a $123 million hybrid RIA. Northborough, Mass.-based Peak is WEG's fourth location in the state. Peak was founded in 1995 by President Kevin O'Brien. It specializes in working with clients who are at or near…

According to 2023 US Fund Fee Study published by Morningstar. Expense reports are now in the lowest levels recorded and are less than half of what they were two decades ago, at 0.87% in 2004, Morningstar estimates. Some reasons behind the fee reduction include asset managers' competition for investors' dollars and investors' growing preference for…

Investors put $413 billion into U.S. ETFs in the first half of 2024, the highest six-month total since the second half of 2021, according to Morningstar. A Bloomberg analyst said July 18 is his “best guess” as to when Ethereum ETFs could be approved. These are among the investment must-reads we found this week for…