3+ hour, 49+ min ago   (310+ words) Conversion, rather than adding a dual share class, offers ETFs an existing asset base and track record. It’s said that moving is one of the most stressful events in life. But it can also be transformative, which may be the…...

19+ hour, 50+ min ago   (763+ words) The asset management industry has come a long way since Dimensional Fund Advisors was founded by a small team of academics at the University of Chicago. He doesn’t get as much media attention as Larry Fink or Bill Ackman, but…...

3+ day, 3+ hour ago   (382+ words) Help clients take the wheel — don’t wait for a crisis to discover an estate plan no longer matches reality. The estate plan isn’t just a set of documents, Houghton said. Instead, it’s an ongoing process that has to keep pace…...

4+ day, 3+ hour ago   (389+ words) New funds aim to give investors a space economy investment that isn’t just SpaceX. Much as the universe is expanding, so is the cosmos of space ETFs. “This opportunity is not simply investing in space,” Seraphim CEO Mark Boggett said....

4+ day, 3+ hour ago   (428+ words) Stressed interval funds have been in the headlines lately, but prorated withdrawals have always been a part of the bargain. “We’ve all heard the common narrative of yield-chasing investors trapped in illiquid funds and advisors regretting a pitch they didn’t…...

4+ day, 3+ hour ago   (373+ words) These transitions are huge benefits to employees and their portfolios, but they come with complexity that requires sophisticated planning Wanna take some of this off my hands? SpaceX’s June IPO made thousands of current and former employees overnight millionaires. Anthropic…...

5+ day, 3+ hour ago   (295+ words) A letter filed in response to the SEC’s request for comment on “novel ETFs” calls for rethinking the product’s naming conventions. That would really hit the spot. “You’ve seen a lot of evolution in what’s offered in an ETF structure…...

5+ day, 3+ hour ago   (312+ words) While the AI company’s IPO could be record-breaking, SpaceX’s rocky landing earlier reminds investors to “know what the heck you’re buying.” There’s about to be a new kid on the block. Anthropic is expected to go public in the coming…...

1+ week, 19+ hour ago   (484+ words) We’ve all heard of having too much of a good thing, and the stock market’s near four-year bull run has been a really, really good thing. Is it time to reduce your equity holdings? I suspect it is for the…...

1+ week, 4+ day ago   (387+ words) Two portfolio approaches — asset-focused and outcome-oriented — can overlap. But the latter puts the individual client’s goals at the center of the process. Portfolio construction these days is less a matter of what and more a matter of why. As advisors…...