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
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
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
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
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
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
This week saw one of the more widely anticipated Fed announcements in recent years as investors looked to see if the “zero” interest rate environment
Bob Doll’s comments on recent equity market volatility share many of our same viewpoints: Possible reasons for recent market decline: Multi-month decline in earnings Widening
1. You are an ERISA fiduciary 2. As an ERISA fiduciary, your liability is personal 3. You are responsible for the actions of other plan
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
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,
Given the large amounts of money flowing into target date funds, more effort by plan sponsors and participants should be devoted to understanding the methodology
