Author: elghoulam

[ad_1] FT Portfolios Canada Co. TORONTO, Nov. 17, 2023 (GLOBE NEWSWIRE) — FT Portfolios Canada Co. (“First Trust Canada”), announced today that the cap, buffer and dates for the next Target Outcome Period for the First Trust Cboe Vest U.S. Equity Buffer ETF – November (NOVB.F) (the “fund” or “November Buffer ETF”) are as follows:… Continue reading First Trust Portfolios Canada Announces Cap, Buffer and Dates of November Buffer ETF

[ad_1] ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email David Bahnsen, chief investment officer at the Bahnsen Group, joins ‘The Exchange’ to discuss the impact of interest rates on the market, the case for private credit, and more. [ad_2] Source link

[ad_1] By Ryan W. NealNovember 17, 2023 at 04:24 PM The emerging technologies likely won’t yet be ready to deliver objective advice, says a senior financial analyst. After firms and technology vendors across wealth management have rushed to capitalize on the increasing buzz surrounding artificial technology, issues like privacy, bias and explainability will likely cause… Continue reading Why Firms May Reverse Course on AI Plans in 2024: Forrester

[ad_1] Elon Musk has flirted with white nationalism, amplified claims that South Africa is an “anti-White apartheid state” and endorsed suggestions that white people are under siege from minorities and immigrants. But this week’s social media post – accusing Jews of pushing hatred against whites, the dangerous claim behind the deadly 2018 rampage at the… Continue reading Elon Musk blasted for antisemitic hate as fallout spreads from tweet

[ad_1] Carson Wealth added two new locations and six employees in Georgia and Montana, the company announced this week, while Waverly Advisors acquired its fourth Florida practice. Late last week, Mariner Advisors announced that it will acquire Baystate Wealth Management in Boston with $1.8 billion in assets, in a deal expected to close on Jan.… Continue reading RIA Roundup: Carson Wealth Adds Locations in Georgia, Montana

[ad_1] By Vestmark (Sponsored)November 17, 2023 at 05:47 PM Vetmark’s David Gordon discusses how the company’s VAST platform shows how innovation helps in the financial sector. As part of the Luminaries Class of 2023, Vestmark is being recognized in the category of Innovation and Development. As Senior Vice President for Direct Indexing, David Gordon helps… Continue reading How Vestmark Uses Innovation to Help Advisors With Tax and Portfolio Management

[ad_1] Steward Partners said it will acquire Freedom Street Partners, an independent practice affiliated with Raymond James that has 38 financial advisors managing $3.2 billion in client assets. Steward Partners said Freedom Street will become a new division, acquiring the practices of advisors who are looking to sell them to Steward Partners. Previously, advisors typically… Continue reading Steward Partners to Buy Freedom Street Partners

[ad_1] Charles Schwab is continuing to feel the pain of the TD Ameritrade integration, reporting substantial declines in net new assets. The company reported it brought in net new assets of $11.3 billion in October, down from $27.1 billion in September and well off last October’s $42 billion. Schwab attributed the declines to attrition from… Continue reading Week’s Best: Charles Schwab’s Net New Assets Slip

[ad_1] At first blush, wealthtech startup Arch looks like it’s all about alts. But company co-founder and CEO Ryan Eisenman says it’s really all about making things easier. Arch Co-Founder and CEO Ryan EisenmanArch This month, the New York-based private investment management platform that made its public debut in the early stages of the pandemic… Continue reading How a wealthtech startup with a slew of well-known backers intends to make managing alts easier for financial advisors