These are among this week’s #investment must reads for wealth advisors.
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https://informaconnect.com/insideetfs/
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Inside ETFs+ Canada speaker announcement ?? Scott Sather, CFP?, CIM?, CKA?, FMA, Founder, President, and Financial Planner, Awaken Wealth Management Ltd., will be joining us on December 3 to share his insights on the evolving landscape of independent wealth management in Canada. Join this session to gain valuable perspectives on the benefits and challenges of operating within an independent framework, the implications for clients, and the broader industry trends shaping this sector! Find out more about what’s in store >> https://spr.ly/6045UN3RD #InsideETFsCanada #ETFs #wealthmanagement
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BlackRock has pulled in $360 billion of total net inflows so far this year, surpassing the full-year net flows of 2022 and 2023. via Bloomberg
BlackRock Hits $11.5T With Push into Private Markets
wealthmanagement.com
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Gina Beall, CIMA?, director of investment research with the firm, talks about why Savant Wealth Management stays away from concentrated portfolios.
Savant Wealth Management: Seeking Broad Market Exposure
wealthmanagement.com
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A day after announcing it had reached $200 billion in assets, alternative investment platform iCapital rolled out a new tool it calls the Multi-Investment Workflow, which allows financial advisors to process multiple investments in a single, unified process.
iCapital Rolls Out Streamlining Tool for Advisors Accessing Multiple Investments
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Opto Investments, a private markets wealth tech platform, has added EP Wealth Advisors, a national #RIA with $26.2 billion in AUM, as a user, bringing the total number of RIA firms the platform works with to over 250.
EP Wealth Partnership Boosts Opto's Client Total to Over 250 RIAs
wealthmanagement.com
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Due to the successful launches of Bitcoin and Ether ETFs, asset managers are eyeing funds that track smaller cryptocurrencies. By Isabelle Lee | Bloomberg
Wall Street Races to Launch Latest Cohort of Crypto-Spot ETFs
wealthmanagement.com
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These are among this week’s #investment must reads for wealth advisors.
10 Investment Must Reads for This Week (Oct. 8, 2024)
wealthmanagement.com
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The Federal Reserve’s signaling to market that their next moves will be rate cuts actually makes it more difficult to cut rates. By Larry Swedroe contributor for WealthManagement.com
Third Quarter 2024 Economic and Market Review and Outlook
wealthmanagement.com
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Alternative investment platform iCapital reached over $200 billion in global assets this September, doubling the volume of assets on the platform in nine months.
iCapital Reaches $200B in Global Assets
wealthmanagement.com