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Portfolio Builder

May 24, 2019


Gundlach Warns of 'Cocktail of Economic Risk'

By Janet Levaux

The U.S. economy will be quite vulnerable when the next recession hits, Gundlach says. Read More


Advisors on ESG Investing: We Need Better Data

By Bernice Napach

“Advisors may be slow to recognize an important investment trend” thanks to an information gap, Natixis reports. Read More


First Negative-Fee ETF Approved by SEC

By Bernice Napach

The Salt Low truBeta US Market ETF is essentially paying investors to own it. Read More


Fund Managers Are Worried About China: Merrill Survey

By Michael S. Fischer

Fund managers said a trade war and a slowdown in China were their top two concerns. Read More


Student Loan Rates Set to Drop for the First Time in 3 Years

By Bernice Napach

The lower loans rates are in line with the decline in 10-year Treasury rates. Read More


JMP Launches an Opportunity Zone Platform: Portfolio Products

By Bernice Napach

Also, RIA in a Box introduces a cybersecurity platform for advisors. Read More


SEC Delays Decision on Bitwise Bitcoin ETF Again

By Bernice Napach

The SEC is again seeking comment on the proposal, this time in answers to 14 questions. Read More


White House Considering Derek Kan for Fed Seat

By Saleha Mohsin

Kan is an undersecretary at the Transportation Department. Read More

Save the Date

Private Client Forum Americas

Join us for the 2019 Private Client Forum Americas at the luxurious Pelican Hill Resort in Newport Beach, CA on March 27-29 as we unite the most senior and elite advisors to HNWIs and UHNWIs to discuss the most timely and concerning issues across the Americas, with an outlook on the rest of the world. Learn More


The Benefits of Owning Municipal Bonds

Sponsored by: Gurtin Municipal Bond Management, a PIMCO company

If your clients aren’t already investing in municipal bonds, it might be time to start. Use this tool to show them the potential of this type of investment vehicle. Learn More

How to Build Trust & Deepen the Conversation with Investor Clients

Join this complimentary webcast on May 30 to learn how to best develop a strategy for your client experience that results in a tailored approach ultimately building trust and deepening your conversations with clients. Learn More

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