Monthly Archive: September 2023

0

Dimensional Adds 2 ETFs, More Expansion Planned

Dimensional Fund Advisors is expanding its exchange-traded fund offerings with seven new ETFs, including this week’s listings of its Ultrashort Fixed Income ETF (NYSE Arca: DUSB) and World Equity ETF (NYSE Arca: DFAW). The...

0

Don’t Serve Your UHNW Clients Like It’s 1985

When searching for a new solution, advisors hear a common pitch from software providers: “Our technology frees you to focus on what you do best, managing relationships and growing your business.” Many players in...

0

SEC Proposes Tightening RILA Registration

RILAs have grown in popularity in recent years, with sales more than tripling in the past five years, reaching about $41 billion in 2022, the SEC said. “Investors’ returns in RILAs are connected, in...

0

Keystone Adds Oklahoma’s Ascent to Growing Agency Network

Article 0 Comments Keystone, the participant-owned insurance agency network, has added Ascent Insurance Group (formerly LBV Insurance) based in Edmond, Oklahoma to its growing network of agencies. Ascent is a boutique style commercial lines...