Garrett Stevens’ Post

ETFs offer flexibility, efficiency, and growth potential all in one package – making them a go-to for wealth and money managers. An added benefit: ETFs can also enhance client satisfaction and trust through their transparency and tax efficiency. Embrace the future of investing by launching your own ETFs and build stronger client relationships while you’re at it! 🌟📈 #WealthManagement #ETFs #FinancialPlanning

Individual investors are pouring billions into separately managed accounts to gain tax efficiency and personalize their portfolios. Read my story in today's Wall Street Journal to learn the mechanics of how these vehicles work, and why they are bucking the trend toward passive investing in mutual funds and ETFs. https://lnkd.in/ekZkq_EU The Wall Street Journal #investing #activemanagement #personalfinance #investinginsights

Separately managed accounts (SMAs) promise tax flexibility and higher growth potential compared to conventional mutual funds and ETFs. Yet, with their growing allure come factors like fees, active management, and suitability tailored to individual circumstances. What's your take on the advantages of SMAs for your portfolio? 🤔 Share your experiences or insights on personalized investment strategies vis-à-vis traditional mutual funds or ETFs. #InvestmentInsights #FinancialStrategies"

When it comes to active fixed income ETFs, less than half of financial professionals feel confident using them, according to a new Capital Group survey. We’re here to help. Reach out if you’d like to learn more about the benefits of active fixed income ETFs. https://bit.ly/3OJP1Km #CapitalGroup #ETFs #active #FixedIncome #investmentinsights #activemanagement

When it comes to active fixed income ETFs, less than half of financial professionals feel confident using them, according to a new Capital Group survey. We’re here to help. Reach out if you’d like to learn more about the benefits of active fixed income ETFs. https://bit.ly/3OJP1Km #CapitalGroup #ETFs #active #FixedIncome #investmentinsights #activemanagement

Great news !! Our new #GFD poster is out ! Get detailed fund #distribution statistics of the leading countries in the industry with the 2024 GFD poster released by Robert J. Glover and PwC Luxembourg https://lnkd.in/dTUWHwkv #FundDistribution #Funds #GFD #AssetManagement #investmentfunds #pwc

Investors paid almost $3.4 billion less in fund fees in 2023, as the asset-weighted expense ratio of U.S. mutual funds and exchange-traded funds declined to 0.36% Expense ratios are now at the lowest levels on record and are less than half of what they were two decades ago, at 0.87% in 2004. -Morningstar h/t: WealthManagement.com BUT….. end investors aren’t necessarily benefitting from the lower fund fees as they redirect those dollars to pay for the services of financial advisors, who help pick the funds.

The Best thing to invest in

An #RIA’s one-stop shop for managing Pacific Life advisory variable annuities is here! With the Pacific Life Trade Management Powered by the #SSNCBlackDiamond Wealth Platform, advisors can access robust trading capabilities and tax-efficiently manage clients’ Pacific Life advisory variable annuities similar to your other investment portfolios. https://lnkd.in/ghKwyiZ7 #fintech #wealthmanagement

Save time, enhance your client experiences, and reduce paper usage. Explore online applications and illustrations now for our tax investments: https://lnkd.in/eH2dAJhF ✅ Blackfinch Adapt IHT Service ✅ Adapt AIM Portfolios ✅ Blackfinch Ventures EIS Portfolios ✅ Blackfinch Spring Venture Capital Trust ✅ Thrive Corporate Management Service #OnlineIllustrations #ClientExperience #InvestmentStrategy #TaxBenefits #TaxEfficiency #RetailInvestments #TaxProducts #FinancialAdvisers #WealthManagers #WealthManagement #IFA Don't invest unless you're prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more: https://lnkd.in/g_N6bVvs