Endowment Index Press Releases Discontinued
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 no longer provide Endowment Index® performance data via press release. Investment professionals, institutional investors, endowment managers, family office staff and accredited investors who wish to continue to receive Endowment Index® […]
ETFMS’ Prateek Mehrotra Named to Wisconsin Titan 100
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. The Titan 100 program recognizes Wisconsin’s Top 100 CEO’s & C-level executives. They are the area’s most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, […]
Endowments Slow to Adopt Digital Assets
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 Study, just 13% of U.S. endowments and foundations reported they do not currently buy or invest in digital assets. Of the pension and endowment respondents, just 3% reported exposure. This […]
Do You Know What is in Your Thematic ETF?
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 offer exposure to the desired theme as you might think it should. For example, some investing themes may be too narrow and do not have enough established public companies trading […]
ETF.com: Model Portfolios a Growing Trend
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 of Wisdom Tree to discuss trends in model portfolios, their benefits to clients, how clients are accepting of them, and how they improve client retention and attract more clients. Read […]
Time To Take Control: Informed, Diversified Investors Can Weather Market Storms
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. was recently featured in the article titled Time to Take Control: Informed, Diversified Investors Can Weather Market Storms, which appeared in the most recent issue of Insight Magazine. Rob’s quotes […]
Five Top Tech Stocks Now Comprise 18% of S&P 500
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 recent report from Goldman Sachs. Facebook (FB), Amazon (AMZN), Apple (AAPL), Microsoft (MSFT) and Google (GOOG) make up the highest concentration at the top of the index since 2000, when […]
Nasdaq Publishes Proposal for “Intelligent Ticks”
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 a tick’s average quoted spread. The goal is to reduce costs for investors through tighter and and more stable spreads. As trading characteristics change over time, market forces would […]
Exchange-Traded Notes (ETNs): Know What You Own
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 recent Bloomberg report highlighted that Ken Fisher Investments has made a significant bet on Exchange-Traded Notes (ETNs) accounting for approximately $6.2 billion of the $22 billion of issued ETNs, and […]
Custodians Move to $0 Commissions Impacts Advisory Firms
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, especially those that offer services via wrap fees that previously were absorbing these costs, these RIAs need to evaluate whether or not their Form ADV disclosures need to be updated. […]
