Global X, which had 2021 net inflows of $21 billion, has become known for thematic ETFs, which have a long-term growth focus, are unconstrained by geographies and sectors, and are tied to relatable concepts that impact daily lives.
Puerto Rico's “resident investor” incentive, commonly known as Act 22, lures wealthy individuals with the promise of legally skirting U.S. federal income tax.
Industry consultant Tim Welsh and Tech Editor Davis Janowski debate the merits of digital assets, cryptocurrencies and the blockchain and whether they have a place in wealth management.
Advisors and their clients can get access to fine wine through Vinovest’s actively managed fund or through bespoke strategies customized around time horizons or ESG preferences.
Funds focused on semiconductors and clean energy fared the best over the past three years.