New Hire Roundup: Morningstar Shuffles Leadership
Meanwhile, the SEC has appointed a new equity market structure committee, which includes FINRA CEO Richard Ketchum.
Top Portfolio Products: Pensco Expands Bitcoin Investments in IRAs
Innealta Capital rolls out a tactical fixed income fund, and Pax World launches an international ESG index fund.
High Speed, Low Drag: Combining High-Tech Risk Management With ETFs
Risk is the two-horned dilemma of financial advice.
Top Portfolio Products: First Trust Rolls Out Tactical Commodity Fund
Innealta Capital offers fund of ETFs; new robotics/automation index from ROBO-STOX.
New Hire Roundup: IMCA Announces 2014 Board
Also this week, Celine Colgan joined the Presidio Group, Girard Securities welcomed David Bombart and National Planning Corp. promoted Scott Montgomery.
Jefferson National Adds Alternative Investments to Help ‘Fiscal Cliff’ Anxiety
More than 68% of advisors have increased their use of alternative investments.
Managed Futures, Managed Risk
There are plenty of reasons to not like risk these days: the condition of the global economy, for instance, and Europe’s sovereign saga.
Top Portfolio Products: Vanguard Launches 2060 Fund as Innealta Rolls Out Two New Funds
Other new products include an alternative income fund from Pyxis and a new managed income strategy from CLS
Six-Word Strategy: Catching Up with Jeff Montgomery
Just so we’re clear, AFAM stands for Al Frank Asset Management.
Tactical Investing and Portfolio Construction: Part 2 of a Talk With Jeff Buetow of Innealta Capital
Jeff Buetow and his team at Innealta Capital are in the business of “always managing risk and return simultaneously.”