“Our stated goal has been to bring a full lineup of traditional, active fund managers and strategies to the ETF marketplace,” said William M. Thomas, CEO of Grail Advisors. “These new fixed income ETFs, both very important additional to our actively managed list, are made even more compelling by the skill and experience of McDonnell,” a specialist in taxable and tax-exempt fixed income.
Even with all the advancements in artificial intelligence in the past few years, Financial Planning's new research shows human connection remains at the center of advisors' work.
The Social Security Administration announced its cost-of-living adjustment for beneficiaries — a figure advocates say fails to address the reality for most seniors.
Wells Fargo also pulls from Merrill and Raymond James again from Commonwealth, while AlphaCore buys up a big RIA and the FPA gets a new CEO.
The SEC hasn't put forward a new rule for advisors' use of AI since dropping a proposal earlier this year. Is the lack of regulation hindering innovation?
The challenge bedevils many heirs' property owners. Here's why experts say it's such a threat and how financial professionals can help guide families through it.
Millions of small 401(k) balances end up in safe harbor IRAs, where fees and low returns erode growth. But advisors can help reclaim lost savings.
