Edward Hayes

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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.

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.

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.

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.

GMO Launches Its First ETF

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The GMO U.S. Quality ETF will look for "high-quality" companies at a sensible valuation, the company says.

ProShares Rounds Out Crypto ETF Lineup

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ProShares introduced its sixth cryptocurrency-linked ETF to fill out its suite of similarly styled products.

DWS Group ETF Invests In Tech Related To National Security

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The US National Critical Technologies ETF is the fourth thematic fund launched by the firm this year.

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