News

ETF Model Solutions’ Robert Riedl Named to Investopedia’s Top 100 Advisor’s list for 2019

Robert Riedl, CPA, CFP, AWMA, Chief Financial Officer of ETF Model Solutions, LLC and President/Director of Wealth Management for Endowment Wealth Management, Inc., has been named to the Investopedia Top 100 list of the most influential advisors for 2019. This is the 3rd year of the awards, which recognizes financial advisors who use their media platforms to promote and amplify financial education and improve the practice of financial planning...

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 list celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing...

ETF Model Solutions^TM Named Finalist for 2016 Wisconsin Innovation Awards

August 4, 2016.  APPLETON, Wis.—ETF Model SolutionsTM has been named a finalist for the Wisconsin Innovation Awards for the development of its automated investment service, www.MyRoboAdviser. com. MyRoboAdviser.com is an online investment service that provides automated, goals-based investment advice directly to individuals through any internet-connected device.   MyRoboAdviser.com was created for millennials and digitally-connected individuals who are increasingly using digital apps.  The service provides automated: Account creation Account funding Portfolio management...

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 proposed class of more than 14,000 plan participants, alleged that MassMutual and its top...

ETF Model Solutions^TM 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 innovation and leadership among industry participants, creating an environment that will enable the industry...

ETF Model Solutions^TM‘ CIO Featured in Trusted Insight Magazine

Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer of ETF Model SolutionsTM, and its affiliate, Endowment Wealth ManagementTM, is featured in an exclusive interview in the most recent issue of Trusted Insight Magazine. In the article, Prateek discusses his career path, along with the vision that lead to his co-founding of the two firms’ of which he serves as Chief Investment Officer, serving clients through a multi-family service model,...

ETF Model Solutions^TM Named Finalist for Wisconsin Innovation Awards

Appleton, WI.  August 13, 2015.  APPLETON, Wis.—ETF Model SolutionsTM and its affiliate, Endowment Wealth ManagementTM have been named finalists for the Wisconsin Innovation Awards based on their development of the Endowment IndexTM(symbol: ENDOW) and related index-based investment strategies.  The Endowment IndexTM calculated by Nasdaq OMX® has created national awareness, assisted in the development of new strategic partnerships, attracted investors in the firm, and have allowed the firms to expand their respective client bases.  The firms...

Real assets a crucial component in endowment portfolios

Real Assets, which consist of real estate, commodities, energy, infrastructure, natural resources and master limited partnerships are utilized by many of the nation’s wealthiest endowments, but individual investors can also benefit from incorporating real assets into their portfolios. Prateek Mehrotra MBA, CFA, CAIA, CIO of ETF Model SolutionsTM outlines how real assets can provide greater portfolio diversification and protection against periods of high inflation better than traditional stock and...

Press Release: Endowment Index^TM Historical Data Now Available Through Morningstar, Interactive Data and Bloomberg

APPLETON, Wis., Nov. 11, 2014 /PRNewswire/ Historical index data for the Endowment IndexTM — calculated by Nasdaq OMX® — is now available through major index and investment databases, including Bloomberg, Morningstar, and Interactive Data.  In addition, the 30,000+ advisors on the Envestnet platform can now select the Endowment IndexTM to benchmark client portfolios. Endowment IndexTM data can be accessed through most major quote providers and websites under the symbol...

Unnallocated Deferred Annuities in Retirement Plans

One of the trends in the retirement space is to get participants focused on “income replacement” rather than “asset accumulation”.  After all, once workers retire, the assets that they have must generate a sufficient income for them to maintain their desired lifestyle.  Guidance from the Treasury Department and the Department of Labor within the past week has generated a lot of news on adding deferred annuities within Target Date Funds....