It can be tailored to clients’ needs, and will include access to a team of researchers trained to identify content that may result in business and reputational harm. It also includes a consistent approach to searching publicly available social media profiles and content, it allows for the prompt reporting of problematic and derogatory posts, and it allows for the monitoring of breaches to a firm’s social media and confidentiality policies.
Elkhorn Adds Smart Beta Dividend ETF
Wheaton, Ill.-based Elkhorn Capital Group has announced the launch of the Elkhorn FTSE RAFI U.S. Equity Income ETF.
The new ETF, benchmarked to the FTSE RAFI U.S. Equity Income Index, offers a risk-managed approach to high-yield dividend investing. Research Affiliates screens high-dividend paying stocks for financial health and applies fundamental weighting to them. This is based on Research Affiliates studies that show fundamental investing in high-dividend companies can eliminate financially unsound companies and can mitigate sector concentration risk.
Ideally, the strategy reliably exposes investors to dividend stocks while shielding them from the payout cuts that some high-yield stocks are prone to.
The fund currently contains 159 stocks and charges 39 basis points per year.
Orion Introduces Business Intelligence Platform
Omaha-based Orion Advisor Services has launched its Orion Business Intelligence platform after a lengthy beta testing process.
The platform represents a new generation of business metrics reporting and analytics software for advisors, updated with technical and visual enhancements, features and functions.
Advisors can monitor and drill down on business trends and address questions—such as AUM changes over time; new accounts opened by month, year or quarter; transaction types; top performers; cash flows; and demographic trends—as the platform sends data directly to them.