Adapting to ever-changing cultural norms, balancing professional and personal goals, and figuring out how to advance into leadership roles are just a few of the challenges women must navigate to succeed in the ETF industry. These were some of the topics discussed at the “Women in ETF” breakfast discussion at Wealth Management EDGE at The…

Concrete examples of how AI can be used by advisors right now Connected: EDGE Asset Management: With Instant AI Engineering, It's 'Garbage In, Garbage Out' Blog posts, emails and videos are many ways generative AI has entered the lives of advisors over the past 18 months, said Jason Pereira, senior partner and financial planner at…

What investors are getting wrong about impact and ESG investing Luke Oliver, managing director of climate investing and head of strategy at KraneShares, said advisers should focus on investing in companies that create positive impacts on the environment through their products and services while also delivering alpha returns rather than companies that receive negative ratings….

To combat rising inflation, in April 2022, the Federal Reserve began raising the Fed funds rate from its target of 0%-0.25% to 5.25-5.50%, pushing one-month Treasury bills (interest rate benchmark risk free) at 5.50%. While all crystal balls are clouded when it comes to future interest rates, it appears that rates will be significantly higher…

Expect inflation surprises Jim Masturzo, CIO, multi-asset strategies at Research Affliates said he expected inflation surprises during his visionary keynote on “Immovable Forces: Inflation, Growth and Valuations” “One of our theses is the volatility of inflation,” he said. “We talk about multi-peak inflation. Inflation is going up and down faster than it has in the…

Ron Bullis, CEO of Lifeworks Advisors, has a simple question for advisors who want to remain relevant in the coming years: “What is it that I do that is truly valuable and cannot be replicated by technology?” Bullis said that when consumers can use tools like generative AI to get the same technical answer they…

The pace of ETF launches slowed in April. After a March that saw nearly 50 new funds, managers brought 27 new ETFs to market in April. Source link

Despite the general sense of uncertainty in the market, the outlook for U.S. investors remains largely positive, according to Brian Klimke, chief market strategist with Cetera Financial Group, who delivered the keynote address “Cruise Market Dynamics: Advisers and Clients Influencing Trends” at the Conference EDGE Wealth Management at Diplomat Beach Resort in Hollywood Beach, Fla….

Each year the Internal Revenue Service (IRS) evaluates and frequently adjusts these exemptions and exclusions to account for inflation. Below are brief summaries of: (1) the most common exemptions and exclusions, (2) the IRS's adjustments to such exemptions and exclusions, and (3) what the 2024 adjustments mean for you. Annual exemption Connected: IRS issues new…

Edelman Financial Engines, the registered investment advisor with more than $270 billion in assets under management, has acquired Soundmark Wealth Management, a Kirkland, Wash.-based RIA. with more than $453 million in client assets. This is Edelman's first deal for 2024 and expands its presence in the Pacific Northwest. Soundmark, founded by Bill Schultheis, Principal and…