Overview of US ETF and Mutual Fund Asset Flows from April 30, 2023, to April 30, 2024
The largest asset class that experienced the largest outflows was the Mixed Asset category, and the...
Welcome to Our Blog: Advice
DDW Review of Blackstone Real Estate Income Trust Valuation Methodology
How real estate managers value their underlying properties has come up in the news recently. The...
Active ETFs Good or Bad? But Certainly Needs Some Thought!
We first saw these types of products mostly restricted to the fixed income asset class, but we are...
DOL Changes
relationship is formed. In tandem, the DOL also released their final amendments to prohibited...
Regulations Driving Annuity Product Development
As a reminder, Interim Value is used to calculate account value when a client withdraws money,...
Where is the Smart Money Going
Who is best to deliver advice? Broker Dealers and Private Banking firms clearly own the client...