Investment

The Cambria Tax Aware ETF and the Stance Sustainable Beta ETF will each be seeded with the appreciated securities of wealthy investors, who will swap their assets for shares in the funds rather than buy into them with cash.

The shift to a new interest rate environment added more fuel to the fire, pushing REIT total returns up 16.8% in the third quarter alone.

In addition, Envestnet gets access to Franklin Templeton's Canvas, Orion adds Brinker and Capital Group ETFs; and SS&C broadens its Accord rollout.

Banks and private credit lenders have been in tense competition to provide financing for what’s been a thin pipeline of mergers and acquisitions.