Moment’s Post

Direct Indexing is a major disruptive threat to ETFs DI enables an RIA to replicate ETF exposures and avid paying fees. You can entirely also tax loss harvest at the security level creating ‘tax alpha’ DI will hurt the revenues of asset managers like BlackRock and Vanguard

Billions is so twenty-teens. It's all about the trillions now on #wallstreet. Fund managers are growing larger and more complex than previously imaginable. Regulators are scrambling to keep up. My latest from A1 of The Wall Street Journal. #privateequity #assetmanagement #hedgefunds #privatecredit BlackRock Blackstone KKR Apollo Global Management, Inc. Fidelity Investments Vanguard Franklin Templeton PIMCO The TCW Group Neuberger Berman

🚀 Morningstar data unveils a historic shift - US passive funds have officially surpassed active ones for the first time ever! 📊 While active funds often grab the headlines, the real story lies in the massive growth of passive investing. #7 #2024 #investmentinsights #financerevolution #strategicinvesting #blackrock #financerevolution #investmentinsights #financialplanning #fintechinnovation #economicoutlook #wealthmanagement #markettrends #assetallocation #smartinvesting #futurefinance #sustainableinvesting #cryptoinvestor #financialliteracy #digitaleconomy #globalmarkets #riskmanagement #portfoliomanagement #finserv #financialfreedom #blockchainfinance

On the Money with Dynamic Funds presents Episode #2 Money in motion: Recapping a Year of Canadian ETF flows. Join VP of ETF Distributions Peter Tomiuk and VP, Head of ETFs Alan Green, as they delve into the money movements within the Canadian ETF market segments, regulatory changes, and the impact of market dynamics on investor behavior. #DynamicFunds #InvestwithAdvice

On the Money with Dynamic Funds presents Episode #2 Money in motion: Recapping a Year of Canadian ETF flows. Join VP of ETF Distributions Peter Tomiuk and VP, Head of ETFs Alan Green, as they delve into the money movements within the Canadian ETF market segments, regulatory changes, and the impact of market dynamics on investor behavior. #DynamicFunds #InvestwithAdvice

On the Money with Dynamic Funds presents Episode #2 Money in motion: Recapping a Year of Canadian ETF flows. Join VP of ETF Distributions Peter Tomiuk and VP, Head of ETFs Alan Green, as they delve into the money movements within the Canadian ETF market segments, regulatory changes, and the impact of market dynamics on investor behavior. #DynamicFunds #InvestwithAdvice

On the Money with Dynamic Funds presents Episode #2 Money in motion: Recapping a Year of Canadian ETF flows. Join VP of ETF Distributions Peter Tomiuk and VP, Head of ETFs Alan Green, as they delve into the money movements within the Canadian ETF market segments, regulatory changes, and the impact of market dynamics on investor behavior. #DynamicFunds #InvestwithAdvice

On the Money with Dynamic Funds presents Episode #2 Money in motion: Recapping a Year of Canadian ETF flows. Join VP of ETF Distributions Peter Tomiuk and VP, Head of ETFs Alan Green, as they delve into the money movements within the Canadian ETF market segments, regulatory changes, and the impact of market dynamics on investor behavior. #DynamicFunds #InvestwithAdvice

On the Money with Dynamic Funds presents Episode #2 Money in motion: Recapping a Year of Canadian ETF flows. Join VP of ETF Distributions Peter Tomiuk and VP, Head of ETFs Alan Green, as they delve into the money movements within the Canadian ETF market segments, regulatory changes, and the impact of market dynamics on investor behavior. #DynamicFunds #InvestwithAdvice

On the Money with Dynamic Funds presents Episode #2 Money in motion: Recapping a Year of Canadian ETF flows. Join VP of ETF Distributions Peter Tomiuk and VP, Head of ETFs Alan Green, as they delve into the money movements within the Canadian ETF market segments, regulatory changes, and the impact of market dynamics on investor behavior. #DynamicFunds #InvestwithAdvice