The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. Asset managers that historically catered to institutions continue to roll out new products aimed at advisors...
The Inverse Cramer Tracker ETF (SJIM), a fund that aimed to short stocks recommended by the bombastic TV personality, managed to attract just $2.4 million in assets since its launch in March 2023.
Chuck Cooper III, advisor and managing partner at Lee’s Summit, Mo.-based StrongBox Wealth, provides a peek inside the $400 million RIA’s stock picking strategy within its high conviction, conservative growth model portfolio.