Picking, choosing or selecting a trustee is a pain in the neck. You have to think about who, when and what. Not for today or next week but way into the future. Ugh! What does a trustee do again? Asking a few right questions can make or break the trustee decision. Read more.
Millions of Americans saving for retirement in 401(k) accounts could put money in higher-risk private equity and crypto investments.
Many emerging-market ETFs lean heavily into growth benchmarks and remain concentrated in large economies like China. Cullen’s CEMFX takes a different approach—actively screening for undervalued dividend payers across diverse EM countries. Portfolio Manager Rahul Sharma explains how this value-driven strategy aims to deliver higher yields, better geographic diversification, and stronger fundamentals than typical passive EM exposure, potentially offering advisors a complementary tool for today’s global environment.