HeyJaredManal Ali
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 16, 2026
- Outlet visibility, for InvestmentNews
- Top 1M sites
- Earliest in this view
- Jul 28, 2026
Latest articles
The race to define active ETFs is wide open (opens the original)
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Almost every active ETF on the market today is, in a sense, roughly the same age. After years on the indexing side of the industry, Brandon Clark saw something unusual in active ETFs: few entrenched positions and plenty still to be built. “We all started from scratch around 2020, with the passage of the ETF rule,” said Clark, Director of ETF Business at Federated Hermes. Mutual funds carry a century of track record behind their leaderboard; active ETFs do not. “There’s no predetermined position
Your exit strategy starts long before you exit (opens the original)
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Many advisory firm owners handle value, liquidity, and succession on different timelines: valuation when someone asks what the firm is worth, liquidity when a deal is on the table, and succession when forced by a health scare, a partner's exit, or an unsolicited offer. Those three tracks used to run far enough apart that treating them separately was workable. As firms add headcount and take on outside capital, they stop being separate. A decision about who owns equity affects what a buyer will p
More data isn’t the same as more clarity (opens the original)
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The summer blockbuster film season reminds us that more isn’t always more. Bigger budgets and longer runtimes don’t necessarily produce a better story, and wealth management platforms have reached a similar point. After years spent connecting systems and aggregating data, many firms have more information than ever, yet the result isn’t necessarily better insight. Brian Ross, CEO of Flyer Financial Technologies puts it as, “Aggregation stopped being the hard problem years ago. Most firms today ca
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