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MiB: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

This week, I speak with Velina Peneva , group chief investment officer at insurance giant Swiss Re. While she was there, she worked with fund managers and investors, became a leader in the private equity practice in Zurich and became a member of the firm’s global investment committee.

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The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all businessmen around table RPA Operating On The Record Keepers’ Efficient Frontier Operating On The Record Keepers’ Efficient Frontier by Warren Cormier (..)

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Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

Wealth Management

The Vanguard High-Yield Active ETF would trade under the ticker VGHY and invest at least 80% of its portfolio in high-yield debt, according to a Tuesday filing with the Securities and Exchange Commission. trillion US exchange-traded fund arena. trillion US exchange-traded fund arena.

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Schwab Expands Roster of No Transaction Fee Mutual Funds

Wealth Management

They usually carry lower fees than other share classes and require minimum investments that vary by fund, but can be as high as five or six figures. 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.

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financial advisors and their investors.

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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

Those who are in the older cohort for this generation will be more closely aligned with baby boomer preferences, including holding face-to-face meetings with their advisors and receiving detailed quarterly reports on their investments. trillion annually over the next decade as part of the great wealth transfer, a new report finds.

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At the Money: Matt Hougan on Responsible Crypto Investing

The Big Picture

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

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