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Capital Group, KKR Seek SEC Nod for Retail Private Equity Fund

Wealth Management

are accelerating their push to offer private assets to retail investors, unveiling plans for a fund that combines traditional US stocks with private equity. Model Portfolios The new private funds would be distributed to investment advisers and independent brokerage platforms, Framsted said. Blackstone Inc., and State Street Corp.

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

Wealth Management

The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.

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Weekend Reading For Financial Planners (November 23–24)

Nerd's Eye View

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

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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. RFG Advisory Launches Suite of Active ETFs $6.5B

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Ripples in the Pond

The Big Picture

Investors should consider this when they create a portfolio. I think about this when I see the torrent of forecasts this time of year: Price targets for the S&P, inflation forecasts, and most LOL of all, NRF Black Friday retail predictions. And, we never know when that Boulder, which disrupts everything, will come along.

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SMArtX Unveils New Semi-Liquid Fund Functionality in its UMA

Wealth Management

They are available across rep-directed sleeves, proprietary models and third-party portfolios. Supporting semi-liquid funds inside model portfolios gives advisors a practical, scalable way to include private markets in everyday portfolio construction,” said Alex Thompson, the firm’s chief product officer, in a statement.

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What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig

Validea

Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig appeared first on Validea's Guru Investor Blog.