Featured
OpenAI Is Reportedly Trying To Raise $100B At An $830B Valuation
OpenAI is in talks to raise up to $100 billion in a funding round that could value the ChatGPT maker at up to $830 billion, the WSJ reported Thursday.
U.S. Global’s JETS ETF: Capturing Airline Industry Transformation Through Smart Beta 2.0
USGI’s Frank Holmes explains how premium revenue growth, supply constraints, and smart beta strategy position JETS in a transformed airline sector.
Recent
First Ascent: New Products and Flat Fees Propel Dramatic Growth
Scott MacKillop, the firm’s CEO, attributes First Ascent’s success to three factors: ease of use, responsiveness and great value.
AssetMark: UHNW Custom Portfolios Add Lending, Tax Customization
CIBC Custom Portfolios offer tailored investment solutions, holistic wealth planning and high-touch service to support advisors and their clients.
HNW Demand More Than A Passive “Random Walk,” Check Your Active Strategies Now
Risk tactics proved their worth in the COVID shock and tax sensitivity is more important than ever. Did we mention that the indices are top heavy?
SMArtX Adds Russell And Rothschild As AUM Jumps 400%
Advisor demand for turnkey solutions and real-time responsiveness exacerbated by the pandemic remain major themes as AUM quintuples in last 90 days.