7458 results found

Director Discussion Series - Open Forum via Zoom (Midwest)

Event,

… This DDS is for independent directors and CCOs based in the Midwest region. The Forum's staff regularly hold informal discussions for directors throughout the country. These meetings provide a venue for independent …

The 31st Sub-Advised Funs Forum

Event,

… As the industry continues to face disruptive challenges, getting the scoop on market trends and innovations is more important … mandates here and abroad, compliance and due diligence, asset allocation models and best-in-class client servicing, …

MFDF - Director Discussion Series

Event,

… This DDS is for independent directors and CCOs based in the Northeast region. The Forum's staff regularly hold informal discussions for …

MFDF - Director Discussion Series

Event,

… This DDS is for independent directors and CCOs based in the Southeast region. The Forum's staff regularly hold informal discussions for …

SECURITIES AND EXCHANGE COMMISSION Release No. 34 - 75165 ; File No. S7 - 11 - 15 Request for Comment on Exchange - Traded Products

News,

The Securities and Exchange Commission today announced that … it is seeking public comment to help inform its review of the listing and trading of new, novel, or complex exchange-traded products (ETPs).   The request for comment addresses arbitrage mechanisms and …

Schwab Intelligent Portfolios Pulling In More Than Millennials

News,

… Millennials may be the most technology savvy generation, but they are not the only ones rapidly adopting Charles Schwab's new automated investing service, said Naureen Hassan, … Intelligent Portfolios have garnered over $2.2 billion in assets since the March launch in over 30,000 accounts. She …

3rd annual ETFGI Global ETFs Insights Summit Europe & MEA / K&L Gates

Video,

… Disclaimer: This event was held under the Chatham House Rule, participants are free to use the … Partner,  K&L Gates Akber Khan,  Senior Director – Asset Management,  Al Rayan Investment Mohsin Mujtaba, …

3rd annual ETFGI Global ETFs Insights Summit Europe & MEA / Credit Suisse

Video,

… Disclaimer: This event was held under the Chatham House Rule, participants are free to use the … Director & Head of Index Solutions,  Credit Suisse Asset Management    Trends in ESG Investing   …

Horizons announces elimination of PACCs and SWPs together with changes to the distribution

News,

… are announcing that, as a result of efforts to reduce the operating costs for certain exchange traded funds (the "ETFs"), we will be eliminating the pre-authorized cash contribution plans ("PACCs") and the systematic withdrawal plans ("SWPs") offered by Horizons ETFs effective August …

Michael John Lytle, CEO, Tabula Investment Management discusses how and why investors are using fixed income ETFs today on ETF TV

Press release,

… ETF tv podcast on  Apple  and  Spotify Last week globally there were 27 new listings from 12 issuers and there were 15 … Issuers: E Fund Management, Global X ETFs, Goldman Sachs Asset Management, Guotai Asset Management, HANetf, Janus … financial advisors.  If you cannot attend,  register  anyway and you will receive the session recordings. Follow us …