April is Financial Literacy Month, timed around Tax Day when Americans are focused on money matters. With nearly three of every four adults acknowledging they would benefit from professional financial advice, firms are wise to draw attention to their services this...
Late yesterday, the websites and Twitter feeds of both mainstream business and niche financial industry publications were blowing up with the news around yet another digital advice/financial planning and information company getting bought up by a more conventional...
Stop me if you have heard this before: there is an age problem in the financial services industry. With the average age of advisors hovering around 50-years-old, and 43 percent of advisors over the age of 55, the industry is bracing for retirement in droves. In fact,...
In our previous post, we introduced our quartet of ETF industry experts who currently are operating at ground zero of new ETF issuance to talk about how to successfully launch products in an increasingly crowded and competitive market. The four panelists agreed that...
According to ETF.com, the number of exchange traded funds (ETFs) listed in the U.S. increased to 1,669 last year with 197 new products launched and a total AUM of over $2 trillion. Everyone’s favorite investment product is putting up some staggering numbers. It’s...
