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Symmetry Partners’ SMOM ETF: A Systematic Strategy Enters the ETF Arena
Symmetry Partners debuts SMOM ETF, transforming the firm’s proven sector rotation strategy from SMA to ETF format. The fund uses dual momentum signals across six- and 12-month timeframes to select top-performing S&P 500 sectors, rebalancing monthly with staggered schedules. Designed as a satellite allocation to complement core equity exposure, SMOM aims to offer enhanced tax efficiency and smoother execution than its SMA predecessor, backed by seven years of track record.
Former Morgan Stanley Broker Sanctioned By FINRA
Regulatory scrutiny has once again highlighted the importance of compliance and personal conduct within the wealth management profession.
Ares Acquires Minority Equity Stake In EP Wealth
Alternative asset manager Ares has taken a notable step into the registered investment advisor space by acquiring a minority equity stake in EP Wealth
This Episode Of Government Shutdown Carries Fresh Risks
The U.S. is once again on the brink of a government shutdown, raising questions across financial markets about the potential impact for investors.