Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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A growing number of thematic ETFs are changing their identities before they even start trading to conform to a decades-old rule that dictates what issuers can and can’t call their strategies.
The advent of tokenization across peer-to-peer networks can make virtually any asset tradable and investable. That’s an existential threat to financial advisors, whose value will increasingly depend on specialized knowledge of a smaller slice of a...