China A Shares weight increases to 15% in MSCI Indexes
MSCI announced today that they have increased the inclusion factor of all China A Large Cap shares from 10% to 15% in the MSCI Indexes
August 30, 2019
No Comments
glossary
- Home
- glossary
Will U.S. Investors Need to Navigate Negative Interest Rates?
A recent article from Bloomberg highlights the challenges that negative interest rates are having on German savers and bankers alike (see Bloomberg). While historically unprecedented,
August 27, 2019
No Comments
Turnkey Asset Management Platforms (TAMPs) Help Advisors With Outsourced Investment Management
Many consumers believe that an advisor’s job is to pick investments and manage portfolios. A recent article by Morey Stettner highlights that outsourcing trends indicate
August 20, 2019
No Comments
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
August 6, 2019
No Comments
ETF use increasing among insurance companies
A recent Greenwich Associates/Invesco study showed 70% of U.S. insurance companies now use ETFs. The primary reasons for using ETFs were better access to cash/liquidity
July 24, 2019
No Comments
Financial advisors scaling business through model portfolios
A recent study by Broadridge Financial Solutions indicated that that 85% of financial advisers currently use model portfolios and that over half of advised assets
July 16, 2019
No Comments
80% of the stock market is now on autopilot
Passive investments control about 80% of the equity assets while quantitative funds (trend following models) account for 20% of market share. Passive Funds have attracted
June 30, 2019
No Comments
Endowment Index™ Posts Slight Gain For Week Ended 6/14/2019
The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,263.79 Friday, rising 0.17% from the previous Friday’s close of 1,261.66. The Endowment Index™
June 17, 2019
No Comments
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®,
June 11, 2018
No Comments
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
January 24, 2018
No Comments
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
September 1, 2017
No Comments
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
July 20, 2017
No Comments
