International Exposure, Smart Beta Are Hot Topics at IMN Conference
At the 22nd Annual Global Indexing & ETFs conference, hosted by RWM and IMN, at Monarch Beach Resort in Dana Point, California, financial industry…
Category: Featured
SSGA’s Jim Ross Presented 2017 William F. Sharpe Lifetime Award
The 2017 William F. Sharpe Lifetime Award was presented to SSGA’s Jim Ross at the 22nd Annual Global Indexing & ETFs conference in Dana Point…
5 Things to Do Before Implementing a Robo-Advisor Strategy
By Marina Grindle via Iris.xyz Robo-advising technologies are gaining more and more traction, and how to effectively market them has become a question many financial advisors…
The Fed, China and Equity Market Risks
By John Derrick via Iris.xyz The Fed raised interest rates by 25 basis points last Wednesday and announced plans to begin unwinding its balance sheet…
An Apple in the Green Bond Orchard
By SNW Asset Management via Iris.xyz Apple Inc. brought their second green bond offering to market this month, raising $1 billion from investors through the…
One Easy Way to Invest in the “Asian Century”
By Frank Holmes via Iris.xyz The 19th century belonged to the United Kingdom, the 20th century to the United States. Many market experts and analysts…
INSITE 2017 Shines Spotlight on ETF Industry
An impressive lineup of leaders and industry experts came together for BNY Mellon’s Pershing’s INSITE 2017 conference in San Diego from June 14-16. More…
MSCI to Add China A Shares in Emerging-Markets Index
MSCI Inc. will include China A shares in the MSCI Emerging Markets Index and the MSCI ACWI Index beginning in June 2018. This announcement…
The Growing Usage of ETFs by Insurers
By Todd Rosenbluth, CFRA Insurers held just $19 billion in ETF assets at the end of 2016 — a minuscule portion of the $6 trillion…
Evidence That Financial Planning Designations Really Do Matter
By Rick Kahler via Iris.xyz If you’re in search of financial advisers, pay attention to the designations behind their names. For a financial planner, look for…
7 Money Lessons to Teach Your Kids this Summer
By Brad Sherman via Iris.xyz Summer is a great time for kids to catch fireflies, perfect their backstrokes, daydream, and learn some great lessons about…
4 Financial Actions to Implement This Summer
By Michael Kay via Iris.xyz Why wait until the cold bleak months of December to make a New Year’s resolution? When summer hits, our moods brighten,…