(Bloomberg) — Bridgewater Associates founder Ray Dalio's All Weather strategy is coming to the exchange-traded fund market. Related: 'FIRE' ETFs Catering to Retirement-Early Strivers Make a Debut State Street Global Advisors plans to create the SPDR Bridgewater All Weather ETF, according to a regulatory filing Tuesday. The fund will be sub-advised by Bridgewater, which will…

Douglas Yones has left his role as head of exchange-traded products at the New York Stock Exchange to serve as CEO of ETF provider Direxion. The company specializes in offering leveraged, inverse and non-traditional ETFs. Yones said he has gotten to know Direxion's management team over the past nine years as part of his work…

Discover the future of estate planning with the 2024 Trends in Trust and Estate Planning report. Get an in-depth look at the changing landscape of estate planning and the evolving needs of clients in today's economic environment. With interest rate changes, potential tax policy changes, and a historic transfer of generational wealth emerging, this report…

Estate planning services, once considered an optional value add, are rapidly becoming table stakes for wealth managers. According to a recent survey of 1,000 clients by the (admittedly self-interested) online estate planning platform Vanilla. Fully 80% of respondents said they expect estate planning to be integrated into their advisors' offerings, either directly or through collaboration….

SEI added several proprietary and separately managed third-party accounts to its Managed Account Solutions program, including products from AllianceBernstein, Loomis Sayles and Parametric Portfolio Associates. “The expansion of our SMA offerings reflects our commitment to providing advisors with differentiated investment solutions that provide customized strategies and access to what we believe to be world-class portfolio…

A former adviser to Stifel, Wells Fargo and Morgan Stanley will spend 3 1/2 years in prison for helping run a scheme that defrauded public health insurance plans of $4 million. In addition to the 41-month prison sentence, a New Jersey federal judge ordered Kaival Patel to pay $4.72 million in restitution to the victims…

Election Day has come and gone, but given the political divisions in this country, customers will likely continue to contribute to various political organizations. Unlike charitable gifts, gifts to political causes are subject to other restrictions and requirements. That's why it's important for estate planning attorneys and fiduciaries to be aware of how to meet…

Miki Kariya's BREAKFAST sold for HK$30,480 at Phillips New Now: Art Modern & Contemporary in Hong Kong on 4 October 2024. Born in Japan, Kariya is known for presenting ordinary, everyday objects with a whimsical and colorful touch. Whether it's a cup of coffee or the pancakes in this month's cover painting, Kariya's playful images…

• Court supports property insurance transactions-IN Estate of Larry Becker v. CommissionerMemo TC. 2024-089 (Sept. 24, 2024), the Tax Court held that the step transaction doctrine did not apply to the ownership of an irrevocable trust of life insurance policies on the grantor's life and the insurance policy proceeds were not included in the taxpayer's…

Some of the largest equity index fund managers have expanded proxy voting to mutual fund and ETF shareholders, Pensions & Investments reports. Goldman Sachs disclosed $710 million in Bitcoin ETF holdings in its latest 13F filing. These are among the investment must-reads we found this week for wealth advisors. Source link