In a financial landscape where investors continue to demand more customization and lower costs, the ability to deliver a direct index strategy may create a multitude of benefits for end clients.
The ETF industry, with over $10 trillion in assets, is ripe for innovation. 1-Clicktrade technology, panent pending, replaces "Learn More" with "Buy Now" buttons, dramatically shortening sales cycles. Its real-time data dashboard empowers advisors and fund managers. This transformative technology offers efficiency, transparency, and a path to redefine ETF success.
The SEC’s order finds that agreements between 3D/L Capital Management and an ETF manager created an incentive for 3D/L to use the manager's funds in its portfolios. A cease & desist order and nearly $300,000 in fines followed.
From identifying what tax bracket your clients fall under and how much is owed in taxes, to what percentage you get to keep, there are countless details to keep an eye out for.
The tax return can provide insights into client's investment activities, allowing you to examine capital gains, dividends, and interest income, allowing you to evaluate the tax efficiency of investment portfolios and identify potential opportunities for tax-loss harvesting and asset location optimization.
The new partnership provides financial advisors and institutions using FusionIQ One with safe, secure, and regulated access to digital assets via Anchorage Digital Bank—the only US federally chartered digital asset bank, meeting the black letter definition of a qualified custodian.
Manage investments internally or outsource to a third party? This is a question most wealth managers or RIAs will ask themselves at some point as they experience growth or changes in the industry. Wouldn't it be nice if there was a clear pros and cons list to help you decide which approach was right for you?
