Portfolio Construction

Innovator ETFs, led by CEO Bruce Bond, is gaining attention in the industry with its "defined outcome ETFs" that aim to revolutionize the way advisors and clients approach risk and return. These ETFs provide investors with a predefined return based on their investment, offering downside protection and a performance cap on the upside. This product appeals to clients seeking exposure to the equity market without the associated risk, making it an attractive option for advisors looking to attract and retain clients. Innovator's defined outcome ETFs offer a unique approach to portfolio construction and client advising, providing a tangible proof point of the advisor's knowledge and measures to protect the client's investment.

“We believe that the case for fixed income is very strong today, and we are thrilled to begin offering WABF at this point in the market cycle.”

Unlocking the Power of AI in Wealth Management: Balancing Promise and Caution. As AI continues its rapid ascent, investment firms explore its transformative potential. Dive into the evolving landscape, regulatory hurdles, and the vital role of human oversight in harnessing AI's prowess for smarter wealth management decisions.

In the competitive realm of target-date funds, five major firms maintain their stronghold, leaving little room for others to shine. As closures outpace launches, providers grapple with market saturation and evolving investor preferences. Explore the shifts and challenges shaping this dynamic investment landscape.

Citadel, the prominent hedge fund, is gearing up to defy the SEC's investigation into WhatsApp communications, signaling its readiness for a potential legal showdown. As the first entity to challenge the regulatory body over unmonitored messages, Citadel's bold stance could reshape the regulatory landscape for financial institutions.