Former Alerian and Nasdaq executive Robert Hughes is the new CEO of First Trust Direct Indexing, the new brand name for Veriti, taking over for co-founder and Managing Partner James Dilworth.
Vestmark’s launch of six Focused Index Portfolios this week represents the tech provider’s first foray into asset management. The firm’s fully personalized direct index platform is still in the works.
Adding factor exposures to traditional portfolios can significantly reduce tail risk while also enhancing efficiency.
Dakota Wealth Management's Brett Orvieto details where opportunities exist in equity and fixed income markets in 2023.
More clients want it than you might think, and it need not be as hard as it seems.
“The range of problems is greater than it usually is — maybe as great as I’ve ever seen,” Grantham said.
Zephyr Market Strategist Ryan Nauman looks at some of the noteworthy market dynamics that played out during the tumultuous 2022.
Deciphering the lessons of 2022 by examining the performance of three tail-risk hedging strategies.
