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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...
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...
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...
Cathie Wood buys $26 million of beat-up Shopify
TheStreet via Yahoo Finance· 1 day 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...
