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Alpha Vee’s Case for Direct Indexing Done Right: Research, Transparency, and Real Tax Alpha
Alpha Vee CEO Leigh Eichel on why owning indexes, rather than licensing, is the foundation of direct indexing that delivers for advisors and clients.
Institutions Have Quietly Become ETF Converts. New Research Shows How Far That Shift Has Gone.
A new study from Cerulli Associates and Invesco finds that North American institutional asset owners have nearly doubled their exchange-traded fund holdings over the pas
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A Dynamic Focus on Securitized Income: Touchstone’s TSEC and TUSI ETFs
Touchstone Investments’ TSEC and TUSI ETFs provide innovative solutions for fixed income portfolios, focusing on securitized assets to enhance yield and manage risk. TSEC targets a higher yield with moderate risk over a two- to three-year duration; TUSI offers a low-risk, ultra-short duration option for cash management. These ETFs, backed by Fort Washington’s experienced management, are designed to meet the evolving needs of today’s advisors and investors in a changing market landscape.
Principal Active High Yield ETF (YLD): A Strategic Shift to Active High-Yield Bond Management
Advisors seeking to optimize fixed income strategies should consider Principal’s YLD ETF, an active high-yield bond fund that prioritizes quality while capturing attractive yields. By selectively investing in companies with improving credit fundamentals, YLD aims to deliver superior risk-adjusted returns. With low fees and a proven track record, YLD offers a compelling alternative to passive high-yield ETFs, providing a strategic edge in today’s complex market environment. Discover how YLD can enhance your clients’ portfolios.
JPMorgan's 2Q Profits Surge 25% Thanks To One-Time Gain And Wall Street Revival
Second-quarter profits at JPMorgan Chase (JPM) surged, but a drop in a key revenue source demonstrated the challenges facing even the biggest US bank.
Citi Profit Beats On Surge In Investment Banking, Services Strength
Citigroup beat Wall Street expectations for 2nd-quarter profit boosted by a 60% jump in investment banking revenue and gains in its services division.