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Top Portfolio Products: ARK Launches 3D Printing ETF

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New products and changes introduced over the last week include an ETF focused on 3D printing from ARK Investment Management; a tax-advantaged investing solution from Jefferson National and Cetera Financial Group; and a compliance-supported social media platform from Gainfully for advisors at broker-dealer Lincoln Investment.

Also, Reverse Mortgage Funding launched an online educational platform for financial advisors, and Macroaxis released a new version of its portfolio optimization engine.

Here are the latest developments of interest to advisors:

1) ARK Investment Management Launches 3D Printing ETF

ARK Investment Management LLC has launched the 3D Printing ETF (PRNT), which is focused solely on the 3D printing ecosystem.

PRNT, with an expense ratio of 0.66%, tracks the Total 3D-Printing Index, which includes companies that are worldwide leaders in 3D printing and related businesses, such as computer-aided design and simulation software, service centers, scanning and measurement and materials. Fund holdings are driven by ARK’s original research and span sectors, industries, and market caps.

ARK expects 3D printing will revolutionize manufacturing by collapsing the time between design and production, reducing costs, and providing greater design complexity, accuracy and customization. It says 3D printing has the potential to transform every sector of the economy.

2) Jefferson National, Cetera Financial Group Partner on Investing Solution

Jefferson National and Cetera Financial Group partnered to provide the former’s tax-advantaged investing solution to Cetera’s member firms.

Jefferson National’s Monument Advisor, on an open-architecture investment solutions platform, is a flat-fee investment-only variable annuity (IOVA) that offers nearly 380 investment options, including more than 70 alternatives. It also uses strategies such as  those favored by hedge funds and institutional investors.

3) Lincoln Investment Chooses Gainfully on Social Media

Lincoln Investment chose Gainfully as a compliance-supported social media platform for its advisors.

Gainfully combines industry-driven content with supervision and advisor publishing tools in a single package, enabling free access to resources from brokerage, product and service institutions. The platform also allows the sharing of compliant content with clients across social, web and mobile media channels.

4) Reverse Mortgage Funding Adds Online Education Platform for Advisors

Reverse Mortgage Funding launched RetirementExpertsNetwork.com, an online education platform for financial advisors on retirement issues.

In addition to hosting professional development presentations by speakers who are experts in their respective fields, RetirementExpertsNetwork.com will offer members free access to scholarly and topical resources on financial subjects including Social Security, reverse mortgages, student financial aid and college planning, Medicare, divorce planning and more. Most webinars will typically offer continuing education credits to advisors who hold the CFP designation.

5) Macroaxis Releases New Version of Portfolio Optimization Engine

Macroaxis launched a new version of its Portfolio Optimization engine, aimed at younger demographics of investors who rely on robo-advisors.

The new features allow self-guided investors to receive asset allocation suggestions, regardless of the size, composition, and volatility of their existing portfolios. It also provides investors with a position-diagnostics module.

Read the July 18 Portfolio Products Roundup on ThinkAdvisor.


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