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Articles tagged "Daniil Shapiro"

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Kevin Lyons: When choosing between products, [all else equal] advisors... tend to prioritize wholesaler accessibility.

ETFs will pass mutual funds in RIA portfolios by 2026, revealing a problem -- too few wholesalers trained for ETFs, Cerulli reports

In next 12 months, RIAs predict 25% of client assets will be invested in ETFs versus 24% in mutual funds, but asset-allocation decisions can be fraught without extra human expertise.

December 17, 2024 at 3:29 AM

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Articles tagged "Daniil Shapiro"

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December 17, 2024 at 3:29 AM

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December 17, 2024 at 3:29 AM

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