Luxembourg-based
The ten funds that make up the new UNICO i-tracker series will be managed by SSgA Munich.
The series includes funds that will track the DAX 30, S&P 500 and Nasdaq 100 indices as well as seven exchange-traded funds based on European sector indices provided by
Currently, SSgA operates 39 of its own ETFs, which have more than $35 billion in assets.
Succession planning experts say that the possible next generation of RIA owners need clear communication, tangible career paths and thoughtful compensation plans. But that is often easier said than done.
Cognitive decline is a difficult topic to raise, but advisors who plan ahead can protect clients' finances and autonomy before a crisis hits.
UBS wants to keep its advisors happy and in their seats. As a result, its 2027 compensation policies avoid the usual grid-update mixture of "good news, bad news."
Industry lawyers and experts say the latest wrinkle in a long-running LPL-Ameriprise recruiting dispute shows why advisors should strongly consider retaining their own legal counsel when changing firms.
Nearly half of respondents reported plans to claim benefits early, with many citing fears about the health of the Social Security program.
The latest Fidelity Investments M&A report displayed a trend that dealmakers had already been noticing: RIA buyers are getting more selective. But experts say sellers can still stand out with the right attributes, and they must find the right fit in the process.
