solutions that work

In the past few years several new ETFs using artificial intelligence to guide their securities selection processes have come to market. While most of these funds are still quite young, we thought it might be of interest to see how they’ve performed particularly through the volatility at the close of last year. San Francisco-based EquBot

A recent study by Morningstar reveals significant gaps between what advisors think are the top attributes or skills they bring to the relationship and what their clients value most. While both advisors and investors rank “Helps me achieve my financial goals” at or near the top of what investors value, results diverge from there. The attributes that represent

Expertise matters in financial services and a robust thought leadership program can create opportunities. However, not all thought leadership is created equal. When intermittent, inconsistent or too generic, thought leadership may be a poor use of resources, or worse, detrimental to your business. Here are some ideas for generating thought leadership that can establish you

Technology continues to be a key driver in the investment management industry, with increasing convergence and blurring of the line between different firms’ offerings. Last Thursday, February 21, Schwab and Envestnet announced that Envestnet Tamarac is purchasing Schwab’s PortfolioCenter, a portfolio management and reporting application. Envestnet Tamarac, which uses PortfolioCenter as its primary portfolio management system and

In recent weeks an online neo-bank aptly named Aspiration launched a national TV ad campaign. The pitch is distinct and, we think, worthy of attention for the following reasons: ○ Unlike other financial institutions, even those that offer socially responsible products, Aspiration is a financial services firm whose core brand and value proposition is social responsibility. As its mission

Sources:1 Corporate Executive Board2 Biznology3 Gartner Group4 Biznology 5 LinkedIn6 CMO Council7 LinkedIn

Zara is getting a lot of press for its new logo. If by some chance you haven’t seen the hailstorm of negative attention, you may want to Google it to see what all the hubbub is about. Or just search#zaralogo where you can find some truly funny and entertaining comments. We won’t join in on the

Continuing to honor of the passing of index fund champion, Jack Bogle, we would like to point out the likelihood of an upcoming milestone. Sometime this year, or the beginning of 2020, investments in passive domestic equity mutual funds and ETFs will outstrip those in actively managed mutual funds for the first time ever. The