Madeline Garfinkle

Contributor

Scaling the Last Frontier of Wealth Management: How Absolute Capital Helps Advisors Capture 401(k) Pre-Rollover Assets

Absolute Capital enables advisors to manage clients’ 401(k)s pre-rollover, providing access to a largely untapped, multi-trillion-dollar market.

Pacer ETFs’ FLRT: A Floating Rate Solution as Money Market Yields Compress

Pacer ETFs’ FLRT offers compelling yield via floating rate loans/CLOs, aiming to avoid duration risk as Fed cuts rates and money market returns fall.

Innovator ETFs Launches Dual Directional Buffer Funds, Aiming for Positive Returns in Down Markets

Innovator ETFs’ dual directional ETFs (DDTS, DDFS) aim to profit when markets fall 0–15%, while offering upside participation to a predetermined cap.

Customization Without the Chaos: Russell Investments’ Approach to Custom Model Strategies

Russell Investments custom models: built around advisor preferences, blending personalization with operational efficiency and institutional support.

Cullen’s DIVP ETF Approach to Enhanced Income: Combine Value Investing with Selective Options Writing

Cullen’s DIVP uses value stock selection first, then selectively writes covered calls on 25–40% of holdings monthly, aiming for tax-efficient income.