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TD Ameritrade-2018 RIA Sentiment Survey-Independent RIAs Look Ahead to 2018
January 9, 2018--RIAs like what's ahead in 2018
The tax plan is the #1 item to impact client portfolios, say independent registered
investment advisors ("RIAs"), who are also watching earnings and interest rates.
Seventy percent of RIAs expect to see economic growth in the US and abroad this year.
Roughly half are bullish on equities, with financials, materials and industrials expected to perform better in 2018.
Their own optimism aside, RIAs say that money in retirement, taxes and estate planning
top clients' biggest concerns.
RIAs opt for ETFs in client portfolios
About 55 percent of RIAs use ETFs more than mutual funds or stocks in client portfolios.
A third of RIAs use cash to fund clients' new ETF investments, while 27 percent say the
sale of mutual funds will fund new ETFs in 2018.
The top reasons advisors like to use ETFs are: asset allocation, lower costs and liquidity.
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Source: TD Ameritrade
American Century Investments Hires A Former BlackRock Portfolio Manager And An Exchange Traded Fund Specialist For ETF Initiative
January 9, 2017--American Century Investments today announced two new hires for its exchange traded funds (ETF) initiative.
Rene Casis has been named portfolio manager and Sean Walker an ETF specialist for the $175 billion* global asset management firm. American Century is scheduled to launch two ETF funds in the first quarter.
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Source: American Century Investments
Third Annual Advisor Authority Study Profiles Generation X Investors-A Vital Target for RIAs and Fee-Based Advisors to Successfully Grow Their Practice
January 9, 2018--A new Special Report from the third annual Advisor Authority Study, commissioned by Jefferson National, operating as Nationwide's advisory solutions business, and conducted online by The Harris Poll, profiles Generation X investors identifying key market opportunities for financial advisors.
The latest findings help RIAs and fee-based advisors better understand Gen Xers' unique priorities, preferences and concerns, so they can move the needle for their practice, enhance profitability and build a foundation for future growth. The Advisor Authority Study surveyed roughly 1,600 RIAs, fee-based advisors and individual investors across the country.
view the Advisor Authority Special Report, Moving the Needle: Targeting Generation X
Source: Jefferson National
Will Bitcoin Become an ETF Industry Growth Factor?
January 9, 2018--BITCOINS & ETF INNOVATION
In past TETF.index weekly updates, we talked about Key Performance Indicators (KPIs) that capture the growth of the ETF ecosystem. Toroso believes there are many factors driving growth, which can be bifurcated into two categories:
Innovation Growth Factors: provide access, unique exposures/structures, and inventive revenue models.
Client Alignment Growth Factors: low-cost, tax-efficient, liquid and transparent.
We have focused on "client alignment growth factors" like:
-Trust
-Transparency
-Low Cost
-Values (ESG)
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Source: Toroso Investments
Minutes of the Board's discount rate meetings from December 4 and December 13, 2017
January 9, 2018--The Federal Reserve Board on Tuesday released the minutes of its interest rate meetings from December 4 and December 13, 2017.
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Source: federalreserve.gov
Gemini Demonstrates Solid Growth in 2017: 80% Increase in Fund Launches
January 9, 2018--Key drivers for clients include turnkey solutions to scale, agility with complex structures, and robust compliance.
Gemini announced today that they experienced record-breaking growth for 2017, with an 80% increase in the number of registered fund launches executed during the year. When surveyed, clients noted the key drivers in selecting Gemini for their new funds included:
Gemini's turnkey solutions, which help them scale their operations and focus on their strategy..
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Source: Gemini
New York Life Investment Management Announces New Leadership Team at IndexIQ
January 9, 2018--Newly appointed IndexIQ Chief Operating Officer Jon Zimmerman and IndexIQ Chief Investment Officer Sal Bruno to oversee the business as part of leadership transition
New York Life Investment Management (NYLIM) has named a new leadership team at IndexIQ, NYLIM's global ETF business. Jon Zimmerman, currently the head of ETF product development at NYLIM, has been named IndexIQ's chief operating officer,a newly created role. Mr. Zimmerman, along with IndexIQ's current chief investment officer, Sal Bruno, will now report to Kirk Lehneis, who oversees NYLIM's mutual fund and ETF operations and serves as NYLIM's chief operating officer.
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Source: New York Life
Impressive Asset Growth, Successful Product Launches, New Relationships Round Out Prosperous Year for Pacer ETFs
January 9, 2018--Pacer ETFs, a seven-time award winning ETF provider that offers index based strategy driven exchange traded funds, continued to establish itself as a larger player in the ETF market as 2017 came to a close by hitting new highs in assets under management (AUM), launching new products and making a key addition to its sales team.
After crossing the $1 billion AUM mark in 2017, Pacer ETFs has more than doubled its total AUM, an increase from $734.61 million to $1.56 billion (between 12/31/16 and 12/29/17).
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Source: Pacer Financial
AdvisorShares Weekly Market Review-So Goes The First Week?
January 8, 2018--Highlights of the Week Ending 1/5/2018
Macro
In an attempt to be funny, we titled last week's Market Update New Year, Same As The Old Year wondering how 2018 would start and last week was like just about every week in 2017. The gains and new highs were abundant as the Dow Jones Industrial Average rallied 2.18%, the S&P 500 was up 2.50%, the NASDAQ jumped 3.35% while the Russell brought up the rear with 1.57%.
The leadership of the NASDAQ previews that the hottest stocks, whether you spell them FANG or FAANG, all outperformed the broad market, it really was like 2017.
As we start to close out the books on 2017 economic data, the employment report was released on Friday and disappointed with 148,000 new jobs versus expectations ranging from 180,000-190,000 and also light versus ADP report which on Thursday announced 250,000 jobs.
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Source: AdvisorShares
Is 2018 the Year Israeli Stocks again become Top Performers? How are Investors Adding Israel to their International Portfolios?
January 8, 2018--Highlights
2017 was a volatile year for leading Israeli equity benchmarks resulting in a 16% gain
for the BlueStar Israel Global Index(R) (BIGI(R))performing 3% above the local TA-35
index and slightly below the TA-125 index in US Dollar terms. BIGI(R) outperformed the
MSCI Israel Index by more than 13%.
Teva Pharmaceuticals and Perrigo were the main contributors to 2017's
volatility and relatively weak performance despite the strength of Israel's
technology and domestically-oriented stocks
The TA-BlueStar Israel Global Technology Index (TA-BIGITech(R)) posted its best year of
performance since the 2008/2009 financial crisis, climbing more than 28% during 2017:
Technology indexes globally outperformed their respective benchmarks in
2017
Investors in 2017 put more money to work overseas on the assumption that
international markets are at an earlier stage of an earnings recovery than US markets.
Israeli equities have outperformed the MSCI EAFE Index in 10 of the last 16
years with an average annual outperformance of 17 percentage points
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Source: Blue Star Indexes
