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Alyson Velati
Verified
Associate Editor, Ignites
New York
Beats
LGBTQIA+, BusinessCovers: Travel, Lifestyle Entrepreneurship, Real Estate
Abortion
Content
By Alyson Velati Verified, Joshua Franklin| BISA Portfolio@ Ameriprise is piloting a program that lets clients mix model portfolios with mutual funds and exchange-traded funds (ETFs) they choose. The Signature Wealth Program pilot, which began on Oct. 14, will start with 200 advisor practices and will be rolled out to all advisors during the second quarter of 2025. Models will come from 10 asset managers, but then clients can pick from a menu of ETFs and funds to "round out" their accounts, according to the filing.
By Brian Ponte Verified, Alyson Velati Verified| Financial Times Verified Merrill Lynch plans to triple the number of active exchange traded funds it features on its platforms, including ETF versions of mutual...
By Alyson Velati Verified, Joshua Franklin| BISA Portfolio@ Ameriprise is piloting a program that lets clients mix model portfolios with mutual funds and exchange-traded funds (ETFs) they choose. The Signature Wealth Program pilot, which began on Oct. 14, will start with 200 advisor practices and will be rolled out to all advisors during the second quarter of 2025. Models will come from 10 asset managers, but then clients can pick from a menu of ETFs and funds to "round out" their accounts, according to the filing.
Company Info
Ignites
To sign-up for a free two-week trial visit: www.Ignites.com/trial. If your company has an existing license you'll be automatically added to the license at no additional cost. Ignites is the preeminent source for news about the mutual fund industry. Each day Ignites delivers must-read competitive intelligence to more than 89,000 leaders across the world of mutual funds. Ignites is known and appreciated for its unique format which mixes world-class original reporting with summaries of relevant stories taken from other publications. Whether it's the most important regulatory issues confronting your business or the latest industry scandal, Ignites delivers critical industry news like no other. Ignites reports on industry news within the following market segments: - Mutual Funds - Exchange-Traded Funds (ETFs) - Variable Annuities - Retirement Plans (401(k), etc.) - 529 Plans Ignites' coverage focuses on: - Distribution - Marketing - New Products - Regulatory and Compliance - Legal Cases - People Moves - C-suite and Strategy - Technology and Operations Your company may already have a subscription to Ignites which means you can get access to Ignites through your company's existing subscription at no additional cost. If your company doesn't have a subscription, you can still sign-up for a free two-week trial by visiting the site: www.ignites.com.
New York, New York, United States
+1 212-542-1200