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The firm and an advisor kept clients in leveraged funds for extended periods, even though they were often meant to be held for a single day.
May 5 -
Leaning into the technique and the technology that enables it at scale can differentiate a practice while driving better clients outcomes.
April 28Altruist -
More than $12.6 billion flows into equity exchange-traded funds in April, the most since January.
April 24 -
A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.
April 7 -
Exchange-traded funds focus on natural gas and technology did horribly last year, but they're still drawing in new money.
April 4 -
Taxable bond exchange-traded funds have drawn floods of cash ever since two banks collapsed in March and deepened fears of an economic downturn.
April 4 -
The active ETF firm's managing partner talks about the potential for options-based strategies in times when stocks and bonds are plunging.
March 23 -
The Defiance leader breaks down thematic investing as a long-term strategy, and why it matters to next-generation clients.
March 8 -
The thematic fund, which adhered to the tastes of Gen Z, had a short life.
March 6 -
He spoke at Future Proof just after his company, the largest issuer of exchange-traded products tied to digital assets, received a valuation of $2 billion.
February 28