Edward Hayes

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Fidelity Introduces Active ETF Suite

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The new suite involved the retooling of some existing funds in the large and small-cap categories.

J. Stern Introduces Strategy To U.S. Audiences

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The limited partnership holds global large-cap companies, and it offers a perk: daily liquidity.

Luma, Yieldstreet Expand Alts Partnership

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Luma Financial Technologies has expanded its relationship with Yieldstreet to offer alternative investment products to Luma's advisors.

Orion Adds 5 AllianceBernstein Municipal-Bond Strategies

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Orion Advisor Solutions said it's part of an effort to meet the needs of high-net-worth clients.

LPL Expands Advisor High-Net-Worth Services

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The broker has also dropped a $5 million account minimum that was tied to the program.

Franklin Templeton Sees Alternatives Opportunities 2024

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The company sees advantages in the private credit and private equity spaces.

Private Commercial Real Estate Should Bottom Out This Year, Cohen & Steers Says

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The investing firm sees opportunities ahead for the sector.

Communications Key In Couples' Financial Health, Fidelity Says

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A company survey found that couples with good communications worried less about money.

Amplify ETFs Completes Acquisition Of ETFMG's Assets

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The deal will bring 14 of ETF Manager's Group's mostly thematic funds into the Amplify fold.

Fee, Service Transparency Key To Advisor Success, Cerulli Says

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Fees can be intimidating to potential clients, the research company says.

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