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
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
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
Only 12% of advisors currently outsource their investment decisions. A Cerulli study suggests that 150,000 advisors, or 45% should be implementing models in their practices.
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
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
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™
ETF Model Solutions CIO Prateek Mehrotra Named to Investopedia Top 100 Advisors List for 2018 Appleton, WI – June 8, 2018- Prateek Mehrotra, MBA, CFA®,
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
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
Early reporting data from schools providing endowment performance for the fiscal year ended June 30,2017 suggest that university endowments boosted their investment returns significantly over
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
