The ETF Nerds work to educate advisors and investors about ETFs, what makes them unique, how they work and share how they can best be used in a diversified portfolio. Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com. ... WisdomTree U.S. Dividend Growth Fund Price: $52.86 Change: $0.28 (-0.01%) ... Equity ETF Channel Portfolio … Narrow in scope and reliant on a weak euro, WisdomTree Europe Hedged Equity ETF HEDJ is a less appealing strategy than its better-diversified peers. Three ETFs trade on the Cboe: the WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLs), Europe Multifactor Fund (EUMF) and Japan Multifactor Fund (JNMF). Please see prospectus for discussion of risks. The cash amount due on any partials will be determined on May 7, based on the closing indicative value of the reverse-split adjusted ETNs on such date, it said. The two most important, and most interesting, are its … By submitting below you certify that you have read and agree to our. All such managers are under common control, as they are direct or indirect wholly-owned subsidiaries of WisdomTree … U.S. investors only: To obtain a prospectus containing this and other important information, please call 866.909.WISE (9473), or click here to view or download a prospectus online. Copyright © 2020 ALM Media Properties, LLC. ETFs. This new structure was created by Precidian Investments and gained SEC Trading & Markets approval in 2019, BNY Mellon said. Performance is historical and does not guarantee future results. Exclusive discounts on ALM and ThinkAdvisor events. A Planner's Guide to Consolidated Advisory Fees. Due to the investment strategy of certain Funds, they may make higher capital gain distributions than other ETFs. Please note that the information contained on this website is intended only for persons resident in the United States. ... Equity ETF Channel Portfolio … The digital assistant also evaluates an employee’s current and projected health care spending, as well as tax savings, to recommend what percentage should come from the user’s Voya HSA vs. spending “out of pocket” to help cover their annual health care expenses, it added. Scott Welch explains why he believes instead that investors should seek to build strategic “all-weather” portfolios that can handle whatever comes their way over full market cycles. The December 2019 passage of the SECURE Act increased interest in IPX from annuity product providers, the company said, noting that legislation requires participants’ accrued benefits to be expressed as a guaranteed lifetime income stream. Contact your broker to sign up for eDelivery of WisdomTree ETF documents. Free ratings, analyses, holdings, benchmarks, quotes, and news. Investors who hold a number of ETNs that are not divisible by 40 as of the close of business on April 30 will receive one reverse-split adjusted ETN for every 40 ETNs held on May 1 and a cash payment for any odd number of ETNs remaining, the firm said. GLP Investment Services, an investment advisory firm in Farmington Hills, Michigan, “serves thousands of participants in more than three hundred 403(b) plans on IPX and is an early adopter of the expanded offering,” IPX said. offer clients the potential to generate various flavors of alpha. “The challenge is working Americans often don’t know how much to contribute to their HSAs, especially when other savings goals are added to the mix,” Voya noted. What Do You Want? This content is intended for Financial Professionals only. An email has been sent to {{email}}. And as the industry is shifting towards providing more planning services to clients, don’t get left behind! The myHealthMoney digital assistant will be available to any participant who has a Voya HSA, including Voya Retirement plan participants who have a Voya HSA, the firm said. Performance data for the most recent month-end is available above. Scott Welch provides a solution for advisors who have clients seeking to engage in the “market disruption” theme from an investment perspective. Read the prospectus carefully before you invest. “IPX maintains those relationships while also permitting self-directing individuals to make investment choices from a wide selection of low-cost institutional share classes,” according to James Olson, IPX managing director. Quality Dividend Growth Fund, WisdomTree Global ex-U.S. Real Estate Fund, WisdomTree Europe Quality Dividend Growth Fund, WisdomTree Japan Hedged SmallCap Equity Fund, WisdomTree Europe Hedged SmallCap Equity Fund, WisdomTree Yield Enhanced U.S. Learn how our new Siegel-WisdomTree Model Portfolios challenge the traditional 60/40 portfolio approach along with our Modern Alpha ETF Model Portfolios. Trying to outguess the market is, in the end, a fool’s game. Performance charts for WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE - Type ETF) including intraday, historical and comparison charts, technical analysis and trend … We believe investing in disruptive markets is a long-term trend that is here to stay. WisdomTree in Europe Since launching in Europe in 2014, our European business has grown in terms of our product range and assets under management. What Do You Want? Foreign investing involves currency, political and economic risk. Preserve wealth with help from advanced tax planning and risk management strategies. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on the websites linked hereto. Today, we provide one of the most innovative ranges of UCITS Exchange Traded Funds (ETFs… If you have not received a registration email, please check your spam folder, or request another email here. Your article was successfully shared with the contacts you provided. We believe that “market disruption” as an investment theme is more than just a fad, and it is likely to become a long-term investing trend. Performance is historical and does not guarantee future results. That amount will be paid by Barclays Bank on May 12, it said. Start your mornings with essential life and health insurance news coverage, analysis and trends - FREE. — Check out last week’s portfolio product roundup here: New Addepar Pricing Assurance Program for RIAs: Portfolio Products, Small Businesses, CPA Firms Should Prepare for New PPP Funds, Final DOL Fiduciary Rule to Have Significant Impact on Rollovers, To Improve Retirement Readiness, Retire Shame. As criminals get smarter you must take extra steps to protect both your clients and your firm. The tool also takes into account an employee’s stated retirement goals when assessing his or her current and future overall spending needs and employees can use it to reassess their contribution amounts when their life circumstances change, Voya said. Many advisors that use model portfolios in their practice choose to use their own, which can lead to challenges. Voya Financial launched a new myHealthMoney digital assistant designed to help workers make more informed decisions when they decide how much to contribute to their Voya health savings accounts. Against this backdrop, Scott Welch makes the case for investors to position their portfolios toward disruptive growth. ETF Issuer Fund Flow League Table. The Investment Provider Xchange is making additional annuity products available for distribution throughout this year as it streamlines the process for advisors. Three trade on the NYSE Arca: Asia Pacific ex-Japan Fund (AXJL),  ICBCCS S&P China 500 Fund (WCHN), and Yield Enhanced Global Aggregate Bond Fund (GLBY), and four trade on Nasdaq: Middle East Dividend Fund (GULF), Emerging Markets Consumer Growth Fund (EMCG), Negative Duration High Yield Bond Fund (HYND and Negative Duration U.S. Made its name by taking in billions of dollars of assets with its currency. 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