SEC Marketing Rule 206(4)-1, places new requirements on the distribution of hypothetical performance on investment advisers. To comply with the Rule, ETF Model Solutions will
Titan CEO and headline sponsor Wipfli LLP are pleased to announce Prateek Mehrotra, Chief Investment Officer, Endowment Wealth Management as a 2023 Wisconsin Titan 100.
U.S Endowments are not jumping on the crypto bandwagon as quickly as other institutions. Of the Endowment/Foundation respondents to Fidelity’s 2021 Institutional Investor Digital Assets
Part of the ETF marketing machine is launching thematic ETFs with a catchy symbol based on the latest trends. However, not always does the ETF
In a growing world of complexity for RIAs, using model portfolios can help advisers better serve their clients. Jessica Ferringer of ETF.com interviewed Ryan Kristopowicz
Robert Riedl, CPA, CFP, AWMA, Managing Member of ETF Model Solutions and CEO and Director of Wealth Management for its affiliate, Endowment Wealth Management, Inc.
From the “know what you own” department, the top 5 stocks in the S&P 500 now make up 18% of the index, according to a
Nasdaq is leading a coalition of market participants recommending to the SEC the adoption of a market-based approach where not tick would be wider than
Clients should always understand what their adviser has placed into their portfolios, why the investments are being used, and what are the particular risks. A
Over the past month, large custodians including Schwab, Fidelity and others have eliminated commissions for both retail clients and RIA custody clients. For some RIAs,
In the quest to launch successful products, ETF sponsors have ventured into thematic segments of the financial markets. Think robotics, artificial intelligence, fintech, online retail,
On Thursday, September 26th, the SEC passed a long-awaiting ruling that differentiates ETFs from mutual funds from a regulatory perspective. The new regulations will reduce
