In this week’s fund news, a new House bill would update restrictions on closed-end funds investing in private markets; advisor Ross Gerber launches an active ETF; and CoastalOne introduces an alternatives platform powered by WealthForge.
Exactly 50 years ago on July 1, Mac McQuown and his team of academics created the first-ever index fund -- an innovation that would take a sledgehammer to the money-management establishment and evolve into a more than $11 trillion industry.
The ESG portfolios are under the same pricing structure as First Ascent's other portfolios for advisors; a direct indexing offering is also in the works.
The ARK 21Shares Bitcoin ETF, trading under ARKB, would track the performance of the world’s largest cryptocurrency as measured by the S&P Bitcoin Index.
Gitterman Wealth Management co-founder Jeffrey Gitterman on how his firm focuses on sustainable investing, making sense of ESG data and where he sees opportunities for advisors to grow.
The Periodic Table of Asset Classes is best perceived as a general organization of financial instruments arrayed in terms of relative liquidity and risk tolerance.
The stock picker turned cult figure, who seemingly got every call right as the coronavirus outbreak reshaped the U.S. economy in 2020, earlier this year suffered her first major blow since emerging into the mainstream.