COVID-19 has caused some advisors to doubt the benefits of outsourcing investment management to third-party models, according to data collected by market research firm Ycharts.
More companies and their employees plan to work from home for longer than expected and shift their technology needs. These trends have driven shares of cloud computing and cybersecurity related companies higher and sparked demand for thematic ETFs.
The pandemic has forever changed the way advising will be done. Virtual is here to stay.
The real winners of this war are investors who have more low-cost options.
Pacer Advisors has acquired the Salt Low TruBeta U.S. Market ETF (LSLT), the first fund to pay investors, and started charging a $2.90 management fee.
Kamila McDonnough, the president of an RIA firm and a member of the CFP Board, will take over the role of board chair in 2022, becoming the first Black woman to do so.
Some of the most popular smart beta funds don't seem that smart.
Originally from New Zealand, wealth management platform provider FNZ is taking a stake in State Street's wealth management business.
