The Wealth Advisor’s Post

🔥📗Exciting News! We are thrilled to announce the release of the highly anticipated second issue of WEALTHADVISOR Magazine - and it's all about The Top #ETF Innovators of #2024! In this edition, we're diving deep into the dynamic world of Exchange-Traded Funds, exploring the trailblazing #innovators who are reshaping the landscape of wealth management. Discover #exclusive insights, expert analyses, and thought-provoking interviews with industry #leaders, providing you with a comprehensive overview of the latest #trends and #strategies. Whether you're an experienced financial #professional or an aspiring #investor, this issue is packed with valuable information to help you stay ahead in the ever-evolving financial #markets. Don't miss out on this opportunity to enhance your #financial knowledge and make informed decisions. 🎉📖 Join us in celebrating the #future of wealth management! Grab your copy now and be part of the conversation. #ETFInnovators #FinanceLeadership #WealthManagement #InvestingTrends2024 #FinancialInnovation #fintech Bitcoin #financialadvisor #crypto Alliance Trust Company of Nevada, BOK Financial, Capital First Trust Company, Counsel Trust Company, @Fiduciary Trust of New England, JTC Group National Advisors Trust Company, Peak Trust Company, Prairie Trust, South Dakota Trust Company LLC, TCA TrustCorp America, ARK Investment Management LLC, Goldman Sachs, @Innovator Capital Management, Dimensional Fund Advisors, Amplify ETFs, Grayscale Investments, Allianz, VanEck, AllianceBernstein, Sprott Asset Management USA, GraniteShares ETFs, Roundhill Investments, Bitwise Asset Management, The Motley Fool, U.S. Global Investors, Thomas Hartmann-Boyce, CFA, Brendan McCarthy, @Bruce Bond, Wes Crill, Christian Magoon, Noel Archard, CFA, David LaValle, Brett Sheely, Johan Grahn, John Ciampaglia, CFA, FCSI, Edward Lopez, William Rhind, David Mazza, Matthew Hougan, Bryan Hinmon, CFA, Frank Holmes https://lnkd.in/gCY9wgjm

Fifteen years is a long time in the world of fund management. When I took the reins of the Global Select fund in 2008, the market was in despair, being only a month after the collapse of Lehman Brothers. Author: Richard Scrope, manager of the VT Tyndall Global Select fund https://lnkd.in/e64ZvE5P #equities #etfs #passives

Why do Canadians still flock to high-fee mutual funds despite low-fee index funds or ETF alternatives? In today's podcast we trace the mutual fund journey over the past 100 years, from niche product to investment mainstay, and offer a glimpse into the future with more low-fee options and demand for unbiased financial advice. #InvestmentInsights #MutualFunds #mutualfund #financialadvice #investmentadvice

Why do Canadians still flock to high-fee mutual funds despite low-fee index funds or ETF alternatives? In today's podcast we trace the mutual fund journey over the past 100 years, from niche product to investment mainstay, and offer a glimpse into the future with more low-fee options and demand for unbiased financial advice. #InvestmentInsights #MutualFunds #mutualfund #financialadvice #investmentadvice

Founder and CEO Shana Orczyk Sissel, CAIA, shares her take on what we can anticipate for financial advisor's use of active ETFs in the current landscape in Ronald DeLegge's latest article for Financial Advisor Magazine. Check out her insights here on the heels of the release of Cetera Financial Group's Active Exchange Traded Funds (ETF) Research Select List https://lnkd.in/gRcTBHYk #RIAs #ActiveETFs #ETFs #investing #investmentvehicles #investmentadvice #financialservices

"Fifteen years is a long time in the world of fund management. When I took the reins of the Global Select fund in 2008, the market was in despair, being only a month after the collapse of Lehman Brothers." Manager of the VT Tyndall Global Select Fund, Richard Scrope discusses lessons learnt from a decade and-a-half of managing funds in his article on Portfolio Adviser. https://lnkd.in/e64ZvE5P #market #globalinvesting #investmentmanagement

Not all ETFs are cut from the same cloth. Be sure to understand the underlying holdings of any mutual funds and ETFs that are in your portfolio. And it goes without saying....know the fees which the funds are charging. Investor's Business Daily article on Morningstar report that the ARK family fund has destroyed $14.3B of wealth in the past 10 years, "And get this. Investors paid a 0.75% annual fee for the privilege.". #etfs #mutualfunds #fees #FeeAwareness https://loom.ly/Nk4thHU

At the end of 2026, annual investment statements will feature all fees paid including the embedded cost of owning a mutual fund or ETF. "In some ways, you can view this as an opportunity to establish a refreshed tone with your clients — to reassure them of the value of the relationship and commitment you have with them to safely steward their savings and achieve the results they need for a secure future. After all, part of what clients truly value in the relationship is transparency, simplification and explanation." - Andy Mitchell, President and CEO of Investment Funds Institute of Canada #financialplanning #wealth #IGWealthManagement #ific

BlackRock has ambitious plans for a private market ETF, but not everyone is convinced. Our analyst Kenneth Lamont told the FT that such an approach “is not going to be cheap”, with the likelihood of multiple layers of fees. 🔗 Read more of Kenneth's thoughts here: http://spr.ly/6049iV1mB #Finance #Investing #ETFs #BlackRock #MarketTrends

What will the US mutual fund industry look like in 2030? Read these insights into the response needed to meet rising expectations from investors, regulators, employees and society as a whole. https://lnkd.in/gSB3VemM