Yesterday, CEO Kevin Simpson discussed adding to our #TJX position with Dominic Chu on CNBC's Halftime Report. ➡ Link: https://lnkd.in/eXww5TZb Capital Wealth Planning, LLC Amplify ETFs #coveredcalls #dividendinvesting
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I had the chance to sit down with Oliver Renick at Schwab Network to discuss the key differentiators of $TSPY. Click to learn how to Tapp the Income Potential of $SPY through this fintech-powered ETF. How will it fit in your portfolio? Click link to view: https://lnkd.in/geSVQcxc #CoveredCall #DynamicStrategy #ETF #Investing #Innovation #FinTech Nasdaq Investors should carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s prospectus and summary prospectus, which may be obtained by visiting TappAlphaFunds.com. Read the prospectus and summary prospectus carefully before investing. For fund disclosures, click here: https://lnkd.in/grBejjKK
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Hello, LinkedIn! I am here to share my most recently posted article for With Intelligence. In this piece, I discuss active ETF flows in July and how firms like J.P. Morgan, Capital Group, and Dimensional Fund Advisors saw significant inflows in their funds. I encourage you to check it out! Read More: https://lnkd.in/grDEQ4-t #WithIntelligence #NoBadDays #MutualFunds #ETFs
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We are officially underway with our second major series for 2024 - championing the nascent but mighty funds that exist in today's market. It's called the Undiscovered Funds series and you'll see great interviews with some of the country's leading figures over the next few weeks. Our first interview of the series is out and it's with Tyndall Asset Management's Deputy Head of Equities Tim Johnston. Hear Johnston's views on where thinks #ASX small caps are heading, why quality is so important to his process, and some of his top picks. https://lnkd.in/ghRn7Uf3
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What are the latest investment trends in exchange-traded funds? Ben Slavin, Global Head of ETFs at BNY Mellon Asset Servicing, takes a look at flows data and tells Aerial view which asset classes investors have favored via ETFs and how they are positioning for 2024. Read more on The Alta Report: https://bny.mn/3Uxs5Sm #exchangetradedfunds #investing #aerialview #aerialviewbites #bnymellon #cutthroughthecorporate
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➡️ Do average investors care about the transparency of ETF holdings? ➡️ Why are many choosing active management over passive strategies? ➡️ With nearly 70% of new ETFs launched in the past four years being actively managed, what does the future hold for this trend? Todd Rosenbluth joins Nathan Geraci to unpack these questions on this week’s #ETFPrime! Plus, Palmer Square Capital Management LLC's Christopher Long shares insights on the firm’s CLO ETF, private credit, and more. 👉 Tune-in now: https://lnkd.in/gVZcNsWz #ETFs #Investors #Investing #ActiveManagement #PrivateCredit
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Mutual funds have been losing ground against exchange-traded funds for some time, but the magnitude of the shift may surprise you. Ben Slavin, Global Head of ETFs at BNY Mellon Asset Servicing, gives Aerial View the latest numbers, explains the continued popularity of ETFs and tells us what he thinks is next. #mutualfunds #exchangetradedfunds #investing #aerialview #aerialviewbites #bnymellon #cutthroughthecorporate
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Watch our ETF at 30 video series and hear as top experts from BlackRock, Dimensional Fund Advisors, Capital Group and many others examine how #ETFs have transformed the industry over the past 30 years. Watch now: http://ms.spr.ly/6049ivULt
Celebrating 30 years of ETFs
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PIMCO's Enhanced Short Maturity Active ETF (NYSE: MINT) is making waves in the short-maturity space by offering enhanced #yields and smart cash management strategies, but those aren't the only reasons it's made Tom Lydon's pick as ETF of the Week- Tune into the latest episode for the full fund breakdown, expert insights, and more: https://lnkd.in/gdZvJV5D #investing #ETFs #investmentanalysis / Wittkop Andrew / Nathan Chiaverini, CFA
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"Total return of 18% and the outperformance of the peers by 10 percentage points are the most interesting numbers" For a balanced portfolio this is pretty impressive and tomorrow Mads N. S. Pedersen ex CIO in UBS Wealth Management will dive into how they at HUMAN EDGE Investment Technology are positioned for 2024. My first question will be: "Given the brought use of ETF's in the portfolio - will it include #bitcoinetf in 2024?" Get free access to the live sessions or replay through link in the commentary field 👇 #assetmanagement #2024outlook #familyoffices #livesession COHERRA Mads N. S. Pedersen Maximilian Helletzgruber
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Hello, LinkedIn! I am here to share my most recently posted article for With Intelligence. In this piece, I discuss how a pair of veteran China equity portfolio managers from Neuberger Berman stepped off the Neuberger Berman China Equity ETF (NBCE). With Intelligence has also learned that those PMs have left the firm altogether. I encourage you to check it out! Read More: https://lnkd.in/gnrUxCXA #WithIntelligence #NoBadDays #MutualFunds #ETFs
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2moI had IBM called away from me today but b/c of Walk Toward Wealth (Kevin hoping for a follow up book someday) I had an additional 63 shares (odd lots) that will help support my total return. The book covers the importance of odd lots.