The Assets: Portfolio management

Morgan Stanley Buys Part of $5.8B Retirement Robo

December 5, 2022No Comments

After Blooom abruptly shut down last month, Morgan Stanley bought ‘components’ of the retirement robo’s technology and onboarded 13 employees, including chief executive Chris Costello.

What You Should Know About Outsourcing Investment Management

November 29, 2022No Comments

Outsourcing investment management offers advisors the opportunity to free up substantial time while providing their clients with best-in-class solutions.

What Clients Get Wrong About Fixed Annuities

November 16, 2022No Comments

MassMutual surveyed consumers and advisors, trying to better understand their attitudes and approaches to fixed annuities.

Infographic: The Fixed Annuity Opportunity for Advisors

November 17, 2022No Comments

Advisors are missing opportunities to serve their clients and grow their businesses with fixed annuities.

What’s Up with Fixed Annuities?

November 16, 2022No Comments

MassMutual Strategic Distributors surveyed more than 1250 advisors and consumers to better understand their attitudes and perceptions regarding fixed annuities.

Using Direct Indexing for Tax-Loss Harvesting

November 17, 2022No Comments

Tax management may be especially important amid volatile stock markets. Direct indexing can help advisors be more efficient.

Why Fixed Income Has a Role in Direct Indexing

November 10, 2022No Comments

Direct indexing is more commonly associated with equities but there are also fixed income opportunities.

Why Asset Managers Are Turning to Direct Indexing

November 10, 2022No Comments

From personal shoppers to Spotify recommendations, customization has become key for discerning consumers. The same principle can be applied to modern-day investing through direct indexing strategies.

Advisors Won't Embrace Direct Indexing Without a Push

November 7, 2022No Comments

Direct indexing has become more accessible, but a survey suggests that merely 12% of advisors are "very familiar" with the ins and outs.

Crypto ETF Launches Wallow Among Industry's Worst

November 4, 2022No Comments

Five of the ETF industry's seven least successful ETF launches were crypto-linked strategies.