ETF Model Solutions CIO Prateek Mehrotra Named to Investopedia Top 100 Advisors List for 2018
ETF Model Solutions CIO Prateek Mehrotra Named to Investopedia Top 100 Advisors List for 2018 Appleton, WI – June 8, 2018- Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer of Endowment Wealth Management, Inc. and ETF Model Solutions, LLC has been named to the Investopedia Top 100 Financial Advisors list for 2018 The Investopedia 100 […]
The Next Markets for ETF Disruption? Hedge Funds, Private Equity and SMAs
Hedge funds and private equity are two large markets with huge fees and lockup periods that are ripe for disruption by ETFs, says Matt Hougan of ETFs.com at their annual Inside ETFs conference. Such markets will continue to drive growth in assets in ETFs, which currently account for only $5 trillion of the $150 trillion […]
U.S. Markets “T+2” Shortened Settlement Begins Tuesday
When you return from the long Labor Day holiday, your securities transactions in equities, corporate or municipal bonds, unit investment trusts, and any securities comprised of these security types will be subject to a “trade date plus 2 days” ( “T+2″) shortened settlement, from the current”T+3”. Thus, any trades executed on Tuesday will settle on September 7. The move […]
Multi-Asset ETF Portfolio Best Route for Smaller Endowments, Isenberg Professor Says
Hossein Kazemi, senior adviser to the Chartered Alternative Investment Analyst (CAIA) Association and professor of finance at the Isenberg School of Management at the University of Massachusetts, is claiming that many endowments should skip investments in illiquid assets such as hedge funds and private equity in favor of a multi-asset ETF portfolio. Kazemi argues that most […]
New Book Encourages Investors to Join The “Index Revolution”
Charley Ellis’ new book “The Index Revolution: Why Investors Should Join It Now” discusses how the investment landscape has changed and how investors are better served with passive, indexed strategies than active management. A few stats investors should consider: Trading volume on the New York Stock Exchange increased from three million to five billion shares […]
MassMutual will pay $31M for 401(k) lawsuit
Massachusetts Mutual Life Insurance Co. will pay nearly $31 million to settle a lawsuit claiming that it mismanaged its 401(k) plan, according to recently filed court documents ( Gordan v. Mass. Mutual Life Ins. Co. , D. Mass., No. 3:13-cv-30184, motion for preliminary settlement approval filed 6/15/16 ). The lawsuit, filed in 2013 by a […]
ETF Model SolutionsTM Recognized As Finalist For 2016 WealthManagement.com Awards
APPLETON, Wis, June 21, 2016 / PRNewswire/– ETF Model SolutionsTM has been honored as a finalist for the WealthManagement.com Industry Awards in the “Asset Manager-ETF Strategist” category for 2016. WealthManagement.com’s Awards Program recognizes firms that are contributing to advisor success in various categories. By acknowledging outstanding achievement in the industry, the Awards seek to inspire […]
DC Plans Slow to Adopt Liquid Alts…But Why?
A recent article on Wealth Management.com titled “Liquid Alts in DC Plans? Don’t Hold Your Breath” discusses the relatively slow adoption of Liquid Alts by defined contribution (DC) Plans relative to what Defined Benefit Plans (DB) have done. The arguments for liquid alts, as the article presents, include managing return and risk management, managing volatility, […]
Prateek Mehrotra discusses the Endowment Model of Investing with Institutional Real Estate Inc
Prateek Mehrotra, CIO of ETF Model SolutionsTM,and our affiliate, Endowment Wealth ManagementTM, was interviewed this week by Institutional Real Estate Inc. In the discussion, Prateek talks about the history of the Endowment Model and how the Endowment IndexTM was constructed. Listen to the podcast. The podcast is for information purposes only and should not be considered […]
Skill Sets for Students Seeking Careers as a Financial Adviser
College graduates looking for a career in financial planning or for an investment adviser would do well to focus on taking courses and building a skill set that extends beyond investments or analytical skills. Certainly a passion for investments and the financial markets is something just about everyone that enters this business possesses. But that’s […]
