Stock Volatility Is Helping Active Fund Managers, Schwab’s Sonders Says
Charles Schwab & Co.’s Liz Ann Sonders says diverging fortunes between stocks are providing opportunities unseen in years for active managers.
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Elon Musk Declares Passives Have ‘Gone Too Far’
Musk said: “Decisions are being made on behalf of actual shareholders that are contrary to their interests. Major problem with passive/index funds!”
Majority of HNW Advisors Remain Unfamiliar with Direct Indexing, Finds Survey From Parametric and Cerulli
Survey revealed direct indexing is primed to grow at annualized rate of more than 12% next five years, majority of advisors unfamiliar with strategy.
Morgan Stanley Launches Tax Model Portfolios
Model portfolios have been a surprisingly quick growing tool for the financial industry. Morgan Stanley’s Wealth Management is capitalizing.
Four Things You Didn’t Know About Direct Indexing
Direct Indexing allows financial advisors to take a passive strategy and customize it for end-investors.
Qontigo Launches STOXX USA ETF Industry Index and Licenses it to Kiwoom
Qontigo has licensed the STOXX® USA ETF Industry Index to Kiwoom Asset Management in Korea to be used as an underlying for an (ETF).
This Hedge Fund Manager Says Index-Tracking Investors Are Tracking The Wrong Index
Passive investing using index-tracking funds has taken the world of investing by storm, taking a bite out of active managers' AUMs.
