Wealth Management
JUNE 23, 2025
Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.
Wealth Management
AUGUST 6, 2025
Asset managers and family wealth advisors have traveled a long way from their early experiments with ChatGPT. Data breaches, model failures or missteps in automation can create public relations crises, particularly for family offices and asset managers with long-standing reputations. Reputational and operational risks.
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Nerd's Eye View
DECEMBER 18, 2024
While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the fees charged for those services.
Nerd's Eye View
NOVEMBER 19, 2024
Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. My guest on today's podcast is Anjali Jariwala.
Wealth Management
JUNE 12, 2025
What Are the Best Asset Classes for Active Management? Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. The industry’s heyday came in the 1980s and ’90s, when stocks soared and rockstar mutual fund managers like Peter Lynch raked in assets.
Wealth Management
JULY 8, 2025
The move nearly doubles the number of institutional, no transaction fee (INTF) funds available through Schwab’s platform to approximately 2,000 from 58 asset managers. Related: Morningstar: Fee War Among Asset Managers Plateaus Previously, the program included about 1,200 funds from 25 managers.
Wealth Management
JULY 2, 2025
But it faces stiff competition: just last week, JPMorgan Asset Management — which ranks as the fastest-growing asset manager — launched its first active high-yield ETF with a $2 billion investment from a mystery anchor. Active is 10% of ETF assets now — lots of room to grow.” Junk-bond ETFs have attracted roughly $11.6
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