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...
My grandfather’s birthday was in late November, often falling on the same weekend as Thanksgiving. It’s not uncommon for me to find myself thinking of my grandfather while I am also counting my blessings. It has been nine years since my grandfather passed away, but a...
If you own an investment management firm or RIA firm, you sweat out weeks like the ones we’ve had since the beginning of October. Running a business where a vast majority of your revenue is calculated as a function of the value of the investments you have under...
