About four dozen new ETFs were launched in March. Most are based on stocks with a small portion of bonds or other types of assets. Source link

When Sid Yenamandra launched Menlo Park, Calif.-based venture studio Surge Ventures at the end of 2022, he noted at the time that the firm would follow a build, invest, earn model. It first came out of the gate just under a year later introducing a new company called RegVerse and launching its first product, Averyan…

AmeriFlex Group and Waverly Advisors are off to a strong start in 2024, adding talent and reaching more than $11 billion in client assets. Meanwhile, Fortis Capital Advisors added a Chicago team to its growing platform. AmeriFlex Group adds 16 advisers, $1.9 billion in first quarter AmeriFlex Group (TAG), a registered hybrid investment advisory firm…

Sponsored by To become invaluable to clients, counselors must focus on core human needs. This often means a deep dive into the cognitive biases and emotional drivers that can influence financial decision-making. Dr. Naomi Win, a behavioral finance analyst for Orion, explains how advisors can support their clients through life changes to help ensure the…

Sponsored by Non-client-facing tasks such as compliance, trading and reporting are essential to successful financial advisory firms. However, these responsibilities take a lot of time. Tim Holland, chief investment officer at Orion OCIO, shares how outsourcing the role of chief investment officer can help advisers reclaim their time by improving client experience and business outcomes….

Sponsored by Over the past 10 years, investors have moved away from fixed income securities, largely thanks to low interest rates. With interest rates rising, advisors again turned to fixed income and alternative investments to help clients manage risk. Josh Flade, CFA and deputy chief investment officer at Orion, sheds light on the critical role…

Sponsored by Over the next decade, baby boomers are expected to transfer trillions of dollars to the next generation, providing significant opportunities for advisors to expand client relationships. This potential for growth, along with a more predictable market, is fueling optimism among advisors. Natalie Wolfsen, CEO of Orion, shares insights on the new opportunities for…

Sponsored by Many advisers are wary of the role artificial intelligence is playing in the financial services sector. But with the right strategies, advisors can use AI as a tool to improve their work. Rick Williamson, director of brand experience at Orion, discusses the potential benefits of using AI, including the ability to deliver more…

Sponsored by Financial advisors are optimistic about growing their businesses in 2024, but many still face challenges holding them back, including the need for better data integration between the systems they use. Brian McLaughlin, president of Orion Advisor Technology, discusses the challenges advisors face in integrating technology and the tools Orion has to help advisors…

A team of three advisers in Louisville, Ky., with $300 million in client assets, has moved to LPL Financial. They were previously with Ameriprise Financial for 14 years. The team, led by advisers Greg Mullaney, Colleen Kelly Abate and Peter Pagano, has launched Somnio Wealth, a new independent practice. They are joined by Operations Practice…