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AssetMark Fined $18M by SEC for Conflicts-of-Interest Violations
etf.com via Yahoo Finance· 8 months agoAssetMark, a so-called turnkey asset-management platform, or TAMP, has agreed to pay more than $18...
Crypto Prime Brokerage FalconX Unveils Risk-Management Platform for Institutional Clients
CoinDesk via Yahoo Finance· 2 years agoFalconX has launched a risk-management platform for institutional clients in order to offer...
GeoWealth Announces Key Changes to Platform
ETF Trends via Yahoo Finance· 2 years agoGeoWealth, a modern TAMP platform, made several key announcements today. Notably, it has increased the amount of vetted managers on the platform by 200%...
ETFs dethrone mutual funds among financial advisors
Financial Planning via Yahoo Finance· 10 months agoStacks of coins with the letters ETF isolated on white background Credit: Photographer: Lim Yong Hian For the more than 1,200 financial advisors that...
You're doing it wrong: Annual portfolio rebalancing isn't enough
Financial Planning via Yahoo Finance· 5 months agoThe annual ritual of changing clients' portfolio allocations for the new year no longer suffices...
Why AssetMark Financial Stock Surged 14.6% Higher This Week
Motley Fool· 2 years agoThe share price of AssetMark Financial Holdings (NYSE: AMK) was up 14.6% this week from last...
3 Asset Managers Set to Continue Their Winning Streak in 2024
Zacks via Yahoo Finance· 5 months agoDespite the tough operating backdrop, KKR, Apollo Global (APO) and Victory Capital (VCTR) remain...
Cathie Wood buys $26 million of beat-up Shopify
TheStreet via Yahoo Finance· 23 hours agoWhen one of Cathie Wood’s favorite stocks tumbles, the head of Ark Investment Management frequently responds by increasing her position. If you’re an...
Scotch & Soda Invests in DTC Experience
Sourcing Journal via Yahoo News· 1 year agoScotch & Soda‘s new U.S. owner invested in digital technology to support the brand’s direct-to-consumer growth. Now under the ownership of New York brand...
GeoWealth's Jen Wing Pinpoints How Advisors Use ETFs.
etf.com via Yahoo Finance· 4 months agoJen Wing is a senior vice president, head of investment solutions at GeoWealth, where she is...