Featured
Franklin Templeton Agrees to Acquire Liquid Strategies from CoinFund Spinoff, Launches Franklin Crypto
Franklin Templeton, a global investment leader, today announced a plan to acquire 250 Digital, an active cryptocurrency investment management firm led by financial industry veterans Christopher Perkins and Seth Ginns of CoinFund Management
The Fourth Option: Focus Point Capital’s Approach to Risk Management in a Macro-Driven Market
Focus Point’s Caleb Sevian makes the case for a tactically managed, macro-aware alternative to the asset allocation approaches advisors rely on today.
Recent
Krane Model Portfolios Now Available on Envestnet, Vestmark and Adhesion
"We are excited to provide our strategies to a broader range of clients by partnering with three of the leading platforms," says the KraneShares COO.
Flexible Plan: Should We Be Looking For Performance Perfection?
What is declared “perfect” is often subjective. Your “perfect” sandwich may be completely unappealing to someone else. Leave Goldilocks behind.
Morningstar Managed Portfolios: Why Crypto Doesn't Meet Our Standards as Investment Managers
The primary question I’d ask is what role is it expected to play in a person’s portfolio? Is it a return generator or a diversifier?
Orion: How to Prepare for an SEC Audit
When you finally get that notice—from either the SEC or a state regulating authority—there’s no need to panic. But you want to be prepared.