| Name/ticker | 3-month average daily volume | 3-month average daily volume | 1-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|
| Alps US Equity High Volatillity Put Write Index (HVPW) | 51,432 | 0.25% | 6.69% | $75.3 | 0.95% |
| Global X SuperDividend US ETF (DIV) | 23,836 | 5.55% | 11.63% | $77.3 | 0.45% |
| Yorkville High Income Infrastructure MLP ETF (YMLI) | 12,568 | 2.37% | 9.47% | $34.8 | 0.82% |
| Market Vectors BDC Income ETF (BIZD) | 12,222 | -1.16% | 6.76% | $33.1 | 8.33% |
| PowerShares S&P SmallCap Low Volatility Portfolio (XSLV) | 8,424 | 2.63% | 22.28% | $44.4 | 0.34% |
| Global X Junior MLP ETF (MLPJ) | 6,413 | 2.31% | 9.44% | $15.4 | 0.75% |
| PowerShares S&P MidCap Low Volatility Portfolio (XMLV) | 4,413 | 5.43% | 14.82% | $22.4 | 0.25% |
| Forensic Accounting ETF (FLAG) | 2,353 | 3.04% | 25.15% | $9.1 | 0.85% |
| SPDR Russell 2000 Low Volatility ETF (SMLV) | 2,127 | 2.48% | 20.43% | $10.8 | 0.25% |
| ProShares Global Listed Private Equity ETF (PEX) | 1,797 | 1.44% | 17.32% | $6.6 | 3.13% |
| SPDR Russell 1000 Low Volatility ETF (LGLV) | 704 | 3.26% | 15.93% | $10.5 | 0.20% |
As of March 31. Excludes leveraged and inverse funds, and exchange-traded notes. *Most recently reported net prospectus expense ratio. Source: Lipper, a Thomson Reuters company
John S. Winslow, 57, was indicted just over a year ago for his scheme to steal from an elderly client.
Hamachi's new model portfolio partnership and an industry-first solution from Vestmark join the growing wave of AI tools for wealth managers.
Meanwhile, LPL attracted a five-advisor team managing $380 million in Kansas, while a veteran with stripes from Morgan Stanley, UBS, and Fidelity has joined Prime Capital Financial.
At Goldman Sachs’ RIA conference, Dynasty’s Shirl Penney said an AI clone trained on his emails and speeches could be the first of “hundreds of digital employees.”
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
