In this week's fund news, firms bulk up their direct indexing capabilities, Vanguard merges target-date funds, DFA expands its SMAs and slashes minimums, and a new BlackRock tool helps advisors invest in private markets.
The Gen Z ETF, a joint venture between adviser Empowered Funds and Alkali Fintech, will track companies that Alkali deems most relevant to investors born between 1997 and the early 2010s.
Janus Henderson filed for the Janus Henderson B-BBB CLO exchange-traded fund (JBBB). If approved, it’ll invest at least 80% of assets in securities rated from BBB+ to B-.
Franklin Templeton joins a wave of deals in the direct or custom indexing space, with its plan to acquire O'Shaughnessy Asset Management and its custom indexing platform, Canvas.
These funds saw the most money move out of them over the last 30 days.
MassMutual is debuting a crypto platform for RIAs, called Flourish Crypto, with third-party integrations to services from eMoney Advisor, Orion and Envestnet.
Oct 11, 2021
Watch as Jeremy Milleson, Director, Investment Strategy with Parametric discusses the new tax proposal and uncertainties with WealthManagment.com.
Sep 29, 2021
Discover the broad range of real-time, historical, and other data products and services TMX Datalinx provides to its global customers.
Crypto is risky, but the integration will unlock greater transparency into its diversification and correlation characteristics, says Riskalyze CEO Aaron Klein.
Charles Schwab is piloting Schwab Personalized Indexing among its employees, with plans for a 2022 launch for mass affluent investors and advisors.