Still, the largest source of new clients for high-performing firms is M&A deals.
An study finds that bad tech can prompt advisors to leave their firms.
Increased housing costs were among the top reasons for the financial worries.
The models, entitled “Powered by ETFs,” consist mostly of ETFs representing every asset class, including alternatives.
The 2024 election will hasten some trends already underway, the firm says.
AI Strategy Lab will allow advisors to create AI-powered model investing strategies.
The firm has curated a series of AI-powered tools to save advisors time on due diligence and media.
The firm has partnered with Rayliant and Clough Capital Partners.
The firm continues to seek ways to help advisors increase their efficiency through AI.
The firm also made changes to the high-yield ETF it launched last month including a fee and name change.
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