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.
In 2018, The University of Texas System overtook Yale’s endowment as the second-richest US university. Now, the UT system is positioned to take the top
University endowments are reporting strong portfolio performance for the fiscal year ended 6/30/2021. For example, Vanderbilt +57%, Washington University in St. Louis +65%, Michigan State
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
21Shares filed this week for a Bitcoin ETF. 21Shares and Ark join a host of other firms, including VanEck, Fidelity, First Trust seeking to be
The Engine No. 1 Transform 500 ETF (symbol: VOTE) will invest in a market-cap weighted index of the 500 largest U.S. stocks, tracking the Morningstar
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.
Late last week Fidelity Institutional announced the addition of various tools to improve its advisor platform, Wealthscape. Digital service tools to make navigation more efficient,
The challenges we all face today are unique and significant. The Coronavirus has unleashed uncertainty, economic pain and shelter-in-place for much of the population. Any
