December is not slowing down! New ETF Entrant Alert 🚨: Congratulations to our client Ben Fulton, WEBs Investments Inc. and Westwood Holdings Group, Inc. on your ETF debut today! Serviced by: Brown Brothers Harriman | Chapman and Cutler LLP | GTS | Cohen & Co | ACA Foreside
Joseph P.M. Higgins’ Post
More Relevant Posts
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Many active ETF seeds have been planted in recent years. But how should gatekeepers tend to them? At Citywire’s first Due Diligence Report panel of 2024, moderator Michael Suchanick, Head of #ETF Research at Morgan Stanley, and a group of industry experts spoke about the strategies they have established and how fund buyers and advisors should treat them when evaluating their potential and use them to build complete portfolios across a range of investor objectives. WATCH NOW➡️https://ow.ly/y7J450QR1zI with Scott Davis, Sandra Testani, CFA, CAIA and Tim Coyne #ActiveETFs #ETFs Capital Group American Century Investments T. Rowe Price
Active ETFs - Taking Root. Watch the panel now
citywire.com
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Many active ETF seeds have been planted in recent years. But how should gatekeepers tend to them? At Citywire’s first Due Diligence Report panel of 2024, moderator Michael Suchanick, Head of #ETF Research at Morgan Stanley, and a group of industry experts spoke about the strategies they have established and how fund buyers and advisors should treat them when evaluating their potential and use them to build complete portfolios across a range of investor objectives. WATCH NOW➡️https://ow.ly/y7J450QR1zI with Scott Davis, Sandra Testani, CFA, CAIA and Tim Coyne #ActiveETFs #ETFs Capital Group American Century Investments T. Rowe Price
Active ETFs - Taking Root. Watch the panel now
citywire.com
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The rise in active ETF allocations across thousands of advisors’ portfolios was one of the many compelling insights found in Fidelity’s Q2 Portfolio Construction Insights. @Michael Scarsciotti, CFP®️, CFA details more to @@ThinkAdvisoron what he sees and what he sees as the “why” behind this popular portfolio investing trend: https://bit.ly/4gLdew5
Fidelity Says Advisors' ETF Use Rose Sharply This Year. Here’s Why. | ThinkAdvisor
thinkadvisor.com
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Vice President, Senior Relationship Manager at Fidelity Institutional Wealth Management Services
The rise in active ETF allocations across thousands of advisors’ portfolios was one of the many compelling insights found in Fidelity’s Q2 Portfolio Construction Insights. Michael Scarsciotti, CFP®️, CFA details more to ThinkAdvisor on what he sees and what he sees as the “why” behind this popular portfolio investing trend: https://bit.ly/3YanRkR
Fidelity Says Advisors' ETF Use Rose Sharply This Year. Here’s Why. | ThinkAdvisor
thinkadvisor.com
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Senior Sales Vice President at Fidelity Investments - Fidelity Institutional Wealth Management Services
The rise in active ETF allocations across thousands of advisors’ portfolios was one of the many compelling insights found in Fidelity’s Q2 Portfolio Construction Insights. Michael Scarsciotti, CFP®️, CFA details more to ThinkAdvisoron what he sees and what he sees as the “why” behind this popular portfolio investing trend: https://bit.ly/3XKVXuo
Fidelity Says Advisors' ETF Use Rose Sharply This Year. Here’s Why. | ThinkAdvisor
thinkadvisor.com
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Senior Vice President, Relationship Manager at Fidelity Institutional Asset Management
The rise in active ETF allocations across thousands of advisors’ portfolios was one of the many compelling insights found in Fidelity’s Q2 Portfolio Construction Insights. Michael Scarsciotti, CFP®️, CFA details more to ThinkAdvisoron what he sees and what he sees as the “why” behind this popular portfolio investing trend: https://bit.ly/4etxMYD
Fidelity Says Advisors' ETF Use Rose Sharply This Year. Here’s Why. | ThinkAdvisor
thinkadvisor.com
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The rise in active ETF allocations across thousands of advisors’ portfolios was one of the many compelling insights found in Fidelity’s Q2 Portfolio Construction Insights. Michael Scarsciotti, CFP®️, CFA details more to ThinkAdvisor on what he sees and what he sees as the “why” behind this popular portfolio investing trend: https://bit.ly/3N9i48S
Fidelity Says Advisors' ETF Use Rose Sharply This Year. Here’s Why. | ThinkAdvisor
thinkadvisor.com
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It is awesome to see the rise in active ETF allocations across thousands of advisors’ portfolios as one of the many compelling insights found in Fidelity’s Q2 Portfolio Construction Insights. My colleague, Michael Scarsciotti, CFP®️, CFA, details more to ThinkAdvisor on what he sees and what he sees as the “why” behind this popular portfolio investing trend: https://bit.ly/4dxNwZg
Fidelity Says Advisors' ETF Use Rose Sharply This Year. Here’s Why. | ThinkAdvisor
thinkadvisor.com
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Enjoy these great insights from my Fidelity colleague! The rise in active ETF allocations across thousands of advisors’ portfolios was one of the many compelling insights found in Fidelity’s Q2 Portfolio Construction Insights. Michael Scarsciotti, CFP®️, CFA details more to ThinkAdvisoron what he sees and what he sees as the “why” behind this popular portfolio investing trend: https://bit.ly/3BDJkd0
Fidelity Says Advisors' ETF Use Rose Sharply This Year. Here’s Why. | ThinkAdvisor
thinkadvisor.com
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Many active ETF seeds have been planted in recent years. But how should gatekeepers tend to them? At Citywire’s first Due Diligence Report panel of 2024, moderator Michael Suchanick, Head of #ETF Research at Morgan Stanley, and a group of industry experts spoke about the strategies they have established and how fund buyers and advisors should treat them when evaluating their potential and use them to build complete portfolios across a range of investor objectives. WATCH NOW➡️https://ow.ly/y7J450QR1zI with Scott Davis, Sandra Testani, CFA, CAIA and Tim Coyne #ActiveETFs #ETFs Capital Group American Century Investments T. Rowe Price
Active ETFs - Taking Root. Watch the panel now
citywire.com
CEO of WEBs ETFs
4dThank you, Joe and all of our partners mentioned. Would not have been possible without you all!