Edward Hayes

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AllianceBernstein Launches Five Actively Managed ETFs

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The new funds include a buffer ETF that uses options to dampen risk.

SS&C ALPS, Smith Capital Join Forces To Launch Fixed-Income ETF

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The union expands the firms' active bond strategy.

Young Clients Want Their Advisors To Be Like Personal Trainers, Fidelity Says

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Fidelity spoke with more than 3,000 adult investors about their 2024 resolutions.

Accounting Firm Windes Launches Ovisto, Its Wealth Management Division

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The California firm teamed up with hybrid RIA firm Integrated Partners, based in Massachusetts.

Finances Growing In Priority Among Young Couples, Survey Says

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A financial compatibility is becoming just as important as physical and intellectual compatibility, said Northwestern Mutual.

Jackson Launches Tax-Deferred Calculator

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The calculator provides a comprehensive and tailored view of what an individual's plan looks like if it includes tax-deferred options.

Institutional Investors Concerned Over Political Unknowns, Survey Says

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Many are worried that China's geopolitical ambitions will split the global economy into western and eastern spheres.

Blockchain-Backed Robo For Private Credit Launches

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Heron Financial is a robo-advisor focusing exclusively on private credit that is built on a blockchain.

New Private Credit Fund Focuses On House-Flipping Market

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The Faes & Co Income Fund invests in bridge financing in the "fix-and-flip" real estate market.

BlackRock Panel Calls For More Active Investment Style

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The days of buying and holding might be over, said BlackRock managers on a New York panel.

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