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Inside ETFs @InsideETFs

The world's largest ETF conference.

Joined December 2015
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  • Followers 10,700
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More than a dozen asset managers have updated regulatory filings to drop accredited investor restrictions in the wake of a recent SEC decision, reports @FundFire. Despite the recent rush to private markets, venture capital has struggled... spr.ly/60154YuL1

14 Investment Must Reads for This Week (July 1, 2025)

Investment must-reads we found this week for financial advisors.

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These are among the investment must-reads we found this week for financial advisors. spr.ly/60154RW03

Investment Must Reads: Active Funds Surge, AI Integration and Global Trends

Third-party model portfolios had $646 billion in assets under management as of March 31. While more than 60 asset managers have filed for dual-class share structures, many firms may never launch...

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Congress seems set to open the private markets to retail investors next year, reports Barron’s. Assets held in crypto funds reached a record high last month as investors hedged against volatility, according to Reuters. spr.ly/60154y8Kl

Seven Investment Must Reads for Week of June 10, 2025

Congress seems set to open the private markets to retail investors next year, assets held in crypto funds reached a record high last month. These are among the investment must reads for week of June...

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Global investment diversification is one solution. spr.ly/60164BtHA

Dollar Decline Spurs Wealth Managers to Explore Swiss Asset Diversification

Growing US fiscal pressures prompt advisors to consider Swiss-based investments as a hedge against dollar devaluation and to preserve multigenerational wealth.

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Educating clients on the cost, liquidity and tax efficiency of ETF share classes may be crucial. spr.ly/60132xTN5

ETF Share Classes in Mutual Funds: A Game-Changer for Wealth Management

Explore how the potential approval of ETF share classes in mutual funds could transform investment options, enhance tax efficiency and reshape wealth management.

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These are among the investment must reads we found this week for financial advisors. spr.ly/60122sVS4

12 Investment Must Reads for This Week (April 29, 2025)

Schwab is raising minimum fees for model providers selling to advisors from $100,000 to $300,000, reports FundFire. ETF launches hit a new record in the first quarter, but a Morningstar analyst...

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The fallout from President @realDonaldTrump's #tariffs continues to dominate headlines and reverberate across investment markets. More players eye private market opportunities for mass affluent investors. spr.ly/6019Fsg3c

14 Investment Must Reads for This Week (April 8, 2025)

The fallout from President Trump’s tariffs continues to dominate headlines and reverberate across investment markets. More players eye private market opportunities for mass affluent investors.

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A report from AdvisorPro found over half of #RIA ETF positions changed in 2024, indicating tactical reallocations while adapting to market conditions. spr.ly/60180dvMn

RIAs Gravitated to Thematic ETFs in 2024

A report from AdvizorPro found over half of RIA ETF positions changed in 2024, indicating tactical reallocations while adapting to market conditions.

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These are among the #investment must reads we found this week for wealth advisors. spr.ly/60150Jp29

10 Investment Must Reads This Week (March 11, 2025)

President Trump’s whipsaw moves on tariffs have disrupted markets and rattled investors. Envestnet is aiming to have the capability to support semi-liquid funds by 2026. These are among the investm...

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The Australian-based asset manager has taken steps to integrate its investment products under one banner as it focuses on the U.S. wealth channel. spr.ly/6012LQdx2

Q&A: Macquarie Makes its Play for Wealth Investors

The Australian-based asset manager has taken steps to integrate its investment products under one banner as it focuses on the U.S. wealth channel.

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The ADL and JLens will largely use the #ETF as a vehicle to promote Jewish-friendly causes through shareholder advocacy and to counter rising pressure on companies to boycott Israel. Via @business spr.ly/6019LqcGZ

Anti-Defamation League Debuts First Jewish ETF

The Anti-Defamation League and JLens will largely use the ETF as a vehicle to promote Jewish-friendly causes.

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During his recent US Senate confirmation hearing, Commerce Secretary nominee Howard Lutnick repeatedly emphasized the Trump administration’s view that other nations have not sufficiently “respected” the United States regarding global trade. spr.ly/6017L9vGv

Why International Markets Deserve a Bigger Spot in Portfolios

Reciprocity will seemingly be key to international negotiations in the Trump 2.0 era.

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In February, we saw signs of reversal in sentiment around U.S. market outperformance relative to other regions. By @aniketullal from @cfraresearch spr.ly/6019LOpAN

ETF Performance Broadens Beyond U.S. Equities

In February, we saw signs of reversal in sentiment around U.S. market outperformance relative to other regions.

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None of the new funds claim direct PE investments, but rather a rough approximation of them. spr.ly/6016LDN2y

Wall Street Is Selling ETFs That Mimic the Private Equity Boom

The movement to debut private-asset ETFs gained momentum last year after Apollo Global Management and State Street Global Advisors filed for a fund that would directly hold private credit investments.

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The firm is the first asset manager to sign onto the @InvestCloud product that launched in December. spr.ly/6012ICfiY

Apollo Signs onto InvestCloud’s Private Markets Account Network

The firm is the first asset manager to sign onto the InvestCloud product that launched in December.

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Alternative investment platform @CAISgroup announced a new capability to let advisors integrate and manage alternative investments within third-party turnkey asset management platforms (TAMPs) and managed account platforms. spr.ly/6018I4c2M

CAIS Integrates with Other TAMPs, Managed Account Platforms

The capability to integrate with other systems will let advisors manage publicly traded and private investments together.

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These are among the #investment must reads we found this week for wealth advisors. spr.ly/6012ILUsg

10 Investment Must Reads for This Week (Feb. 18, 2025)

Despite its reputation for low fees, Vanguard is still the leader in fee revenue because of its massive book of business, according to a Morningstar analysis. After 19 consecutive weeks of positive...

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David Canter, the former head of RIAs and family offices at Fidelity Institutional and ephemeral president of Bluespring Wealth Partners, has joined spr.ly/6017ImAnH.
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Wealth Management Invest Podcast 🎙️ Ares' Brendan McCurdy discusses how financial advisors navigate the complexities of private equity, private credit, real estate and infrastructure. spr.ly/6013IdeO9

Wealth Management Invest: Ares’ Approach to Private Markets

Ares' Brendan McCurdy discusses how financial advisors navigate the complexities of alternative investments.

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A new analysis from Nariet shows REITs have performed well in high and low interest rate environments. spr.ly/6015Ipsnc

The President's Attack on Like-Kind Exchanges

This year art is also under scrutiny

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