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Senator Lummis bought Bitcoin at $330: one of the strongest stores of value
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Thematic investing has skyrocketed Here s how to capitalize on trends that could shape the future
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Conferences are planning in-person events in 2021
Some companies are prepping for in-person events slated for the second half of 2021. The industry is hoping to meet face-to-face again as COVID-19 vaccines are being distributed across the country.
January 26, 2021 2 MINS
Nearly a year has gone by since the COVID-19 pandemic shuttered doors to in-person conferences, and the industry responded accordingly by converting most live events into virtual experiences.
Today, the industry is hoping to meet face-to-face again as COVID-19 vaccines are being distributed across the country. In response, some technology firms are prepping for in-person events that are planned for the tail end of 2021.
The latest in financial #AdviserTech December 2020
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
December 18, 2020 38 MINS
This month’s edition kicks off with the big news that BlackRock is making a billion-dollar bet on the future of direct indexing, acquiring the No. 2 player, Aperio, just weeks after Morgan Stanley acquired the No. 1 direct indexing provider, Parametric, which given BlackRock’s sheer mass and distribution capabilities, could quickly turn 2021 into the year that direct indexing really hits the map with financial advisers, either for its inherent tax advantages (of being able to tax-loss-harvest the individual stocks in the index, rather than just the index fund itself) or the potential to morph into a form of “customized indexing” in which advisers adapt “index” funds for each client based on anything from factor bets (e.g., overweighting small-cap an
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