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GenTrust to Expand Wealth Management Footprint to Puerto Rico GenTrust is expanding operations in Puerto Rico with a new office in San Juan, the company says. The new office will[Continue Reading]
December 20, 2019
GenTrust's Puerto Rico Office News featured in International Adviser
US in the news: Kingswood continues M&A spree A round-up of the latest people moves and M&A deals in North America M&A Kingswood The London-headquartered wealth manager company has agreed[Continue Reading]
December 20, 2019
EquityZen's Phil Haslett in Yahoo Finance
What to expect from IPOs in 2020 Another year is coming to a close. And while at least 159 companies went public in the U.S. in 2019, including Uber (UBER),[Continue Reading]
December 20, 2019
Tortoise's James Mick in The Wall Street Journal
Energy & Utilities Roundup: Market Talk The latest Market Talks covering Energy and Utilities The latest Market Talks covering Energy and Utilities. Published exclusively on Dow Jones Newswires at 4:20[Continue Reading]
December 18, 2019
GenTrust's Olivier Sarfati in Chief Investment Officer
Factor Investing Doesn’t Always Deliver the Magic Its different strategies can range from dynamic to sleepy. Factor investing, which flies under the banner of smart beta, can make a dummy[Continue Reading]
December 17, 2019
Tortoise's Matt Sallee in Bloomberg
Oil’s Advance Peters Out Despite Surprise U.S. Crude Withdrawal U.S. crude oil stocks decreased 1.1 million barrels last week Gasoline stocks at multiyear highest despite modest build Oil’s longest streak[Continue Reading]
December 16, 2019
GenTrust’s Puerto Rico Office Opening in Private Banker
RIA firm GenTrust to open new office in Puerto Rico US-based RIA firm GenTrust is set to open a new investment advisory office in San Juan, the capital of Puerto[Continue Reading]
December 16, 2019
Nancy Tengler on CNBC
Stick with semiconductors, says Oppenheimer’s Ari Wald from CNBC.[Continue Reading]
December 16, 2019
GenTrust’s Puerto Rico Office Opening in News is My Business
GenTrust to open investment advisory office in San Juan The new office, which is located in the El Caribe office building, will be led by Elena Hernández, Principal of GenTrust[Continue Reading]
December 16, 2019
Tortoise's Rob Thummel in The Wall Street Journal
Investors Doubt OPEC Cuts Can Boost Oil Prices Recent rallies in crude stalled on concern reduced production won’t meaningfully curtail supply Easing trade tensions and production cuts by the Organization[Continue Reading]
December 16, 2019
GenTrust's Puerto Rico Office Opening in The Weekly Journal
GenTrust to Open Investment Advisory Office in Puerto Rico GenTrust, an investment advisory firm with a fiduciary duty to its clients, will soon open an office in San Juan. This[Continue Reading]
December 4, 2019
ETFMG Market Segment Expert in MarketWatch
The repo market is ‘broken’ and Fed injections are not a lasting solution, market pros warn Banks prefer to keep money at Fed instead of lending to other banks The[Continue Reading]
December 4, 2019
Tortoise's Rob Thummel in Bloomberg
Oil Erases Some Gains as Iraqis Curb Demand For Deeper OPEC Cuts Futures initially moved higher on surprise U.S. inventory draw Crude is up 11% from early October low on[Continue Reading]
December 4, 2019
ETFMG Market Segment Expert in Bond Buyer
Will data force Fed to discuss more cuts? Wednesday brought more bad news for the economy, with downside surprises in the ADP employment number and the Institute for Supply Management’s[Continue Reading]
December 3, 2019
ETFMG in Bloomberg.com
In Zero-Fee Era, Wrestlers and Astronauts Help Funds Fight Back ETF issuers need to stand out in market ruled by three firms Tactics include advertising gimmicks, and taking to Twitter[Continue Reading]
December 2, 2019
GenTrust's Jim Besaw in Financial Advisor
RIAs Give No-Load Annuities Another Look Tom Meyer can hardly believe what he’s saying. “I’ve been anti-annuities for 36 of the past 37 years, but there are new products that[Continue Reading]
December 2, 2019
ETFMG Market Segment Expert in Forbes
FDA Warning Letters Highlight CBD Industry’s Wild West Attitude The Food and Drug Administration on Monday issued warning letters to 15 companies for illegally selling products containing Cannabidiol (CBD) in[Continue Reading]
