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Fidelity Puts Pay-to-Play Pressure on ETF Issuers

Daily Wire
Jun 04, 2024 View in Browser

ALM | ThinkAdvisor

Daily Wire

 

News

Fidelity Puts Pay-to-Play Pressure on ETF Issuers

By Emily Graffeo & Katie Greifeld

The firm wants deals giving it 15% of fund revenue or it may charge investors a $100 fee.

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News

Gundlach: U.S. Stock Valuations 'Just Awful'

By Dinah Wisenberg Brin

When the DoubleLine Capital CEO buys stocks, he thinks long term and looks for themes.

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Slideshow

10 Good, Cheap Stocks to Buy Now: Morningstar

By Michael S. Fischer

Shares of these companies, which have predictable cash flows and smart management, are undervalued now, analysts say.

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News

BNY Mellon and Pershing Reveal Integrated Services at Insite Conference

By John Manganaro

The bundled offering aims to deliver comprehensive investment solutions to advisors, says distribution exec David DiPetrillo.

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Analysis

TD Bribery Woes Spread to Florida as New Allegations Surface

By Tom Schoenberg & Christine Dobby

A now ex-bank branch worker near Miami allegedly took a series of $200 bribes to help clients move millions to Colombia.

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Commentary

How Millennials Can Reach Financial Wellness Through Insurance

By Shandrilya Lewis

Paying for protection could give younger clients peace of mind.

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Resources

Harnessing AI to Power Advisor-Client Relationships

Sponsored by: Orion

This white paper explores AI’s strengths and weaknesses and what they mean for RIAs looking to future-proof their business.

LEARN MORE

WEBCAST DATE: June 12, 2024

Applying A Holistic Financial Planning Approach To Achieve Alpha

Join this webcast as we explore practical methods to add alpha to your practice and enrich the financial planning journey through the intersection of technology, practice management, and financial wellness.

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