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Category: Wealth

BlackRock Files to Challenge Invesco’s Nasdaq 100 ETF Monopoly
Categories Online News Press Wealth

BlackRock Files to Challenge Invesco’s Nasdaq 100 ETF Monopoly

  • April 6, 2026

Should it launch, IQQ would become one of just a handful of US-listed ETFs to solely track the Nasdaq 100.

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Zephyr’s Adjusted for Risk: Skill Over Style – Redefining Investment Success
Categories Online News Press Wealth

Zephyr’s Adjusted for Risk: Skill Over Style – Redefining Investment Success

  • April 6, 2026

Hear why allocators should move from backward-looking performance reporting to skill-based analytics that separate market/style exposure from repeatable manager skill.

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Average ETF Lifespan Collapses With Wall Street Antsy for Scale
Categories Online News Press Wealth

Average ETF Lifespan Collapses With Wall Street Antsy for Scale

  • April 3, 2026

The shorter lifespan comes as a record number of new ETFs enter the $19 trillion industry, where more than 1,000 products began trading last year.

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SEC Claims Deceased Advisor Defrauded Clients of $1.68M
Categories Online News Press Wealth

SEC Claims Deceased Advisor Defrauded Clients of $1.68M

  • April 3, 2026

The SEC is suing the estate of John Brodacki, alleging he misused clients' funds for personal expenses and luxury items.

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Girard, a Univest Wealth Division: Zeroing in On Quality
Categories Online News Press Wealth

Girard, a Univest Wealth Division: Zeroing in On Quality

  • April 3, 2026

CIO Timothy Chubb lays out the firm’s investment philosophy, from exposure to international equities to extreme caution on evergreen funds.

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Deal & Moves: Integrated Partners Lures $609M BXB from Ameriprise
Categories Online News Press Wealth

Deal & Moves: Integrated Partners Lures $609M BXB from Ameriprise

  • April 3, 2026

In addition, Cerity Partners adds $1.1B Covenant Partners, EP Wealth pens fourth deal of the year and Savant Wealth splashes out with $6B Exencial.

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$100,000 in Social Security Benefits Is Too Much
Categories Online News Press Wealth

$100,000 in Social Security Benefits Is Too Much

  • March 30, 2026

The U.S. government simply cannot afford Social Security. Cutting benefits for wealth retirees is an obvious first step.

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Five Tips for Navigating the Generational Divide in Philanthropy
Categories Online News Press Wealth

Five Tips for Navigating the Generational Divide in Philanthropy

  • March 30, 2026

Best practices to help wealthy families bridge the gap by embracing their differences.

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The Battle Over Zappos CEO’s $500M Estate
Categories Online News Press Wealth

The Battle Over Zappos CEO’s $500M Estate

  • March 30, 2026

The appearance of Tony Hsieh's mystery will triggers a full contest.

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SEC Semiannual Reporting Plan Advances to White House for Review
Categories Online News Press Wealth

SEC Semiannual Reporting Plan Advances to White House for Review

  • March 30, 2026

SEC Chairman Paul Atkins has recently floated scaling the frequency of corporate disclosures to a firm’s size.

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