Direct Indexing vs ETFs: A Hybrid Approach

Bundling fund administration and custody may seem efficient, but it can compromise oversight, transparency and flexibility. Separating these functions reduces conflicts of interest, strengthens governance, and enables asset managers to better adapt to evolving strategies and regulations. Learn more in our blog here: https://lnkd.in/dSFEMbzt? #AssetManagement #Fintech

StashAway’s new ETF Explorer gives Malaysians easier access to over 80 global ETFs, helping them diversify investments without the need for a foreign trading account. Read here: https://lnkd.in/ey93KY8h -with Wai Ken Wong #fintech #wealthtech #ETF

Brittany Christensen, Head of Business Development at Tidal Financial Group, joins Rahul Sen Sharma, President & Co-CEO at Indxx, to discuss how Tidal helps ETF issuers launch and scale their products. The conversation explores the decision-making process between active and passive strategies and the growing complexity of competing in a saturated ETF market. 📺 Watch the full episode: https://lnkd.in/gimGY4Xm #Indxx #TidalFinancialGroup #Finance #ETFs #StockMarket #Business #AssetManagement #WealthManagement

Clients expect personalization, and direct indexing helps advisors to deliver. By combining customized portfolios with tax-efficient strategies, advisors can transform reactive conversations into proactive planning. Learn how direct indexing supports everything from tax-loss harvesting to values-based investing, and how #SSNCBlackDiamond helps advisors bring it all together at scale. Read the blog from Alex Hagmeyer, CFA: https://lnkd.in/epYPgQTJ #fintech #wealthmanagement

Can you really “invest and forget”? 🤔 In this video, I’m breaking down the difference between Active and Passive (Index) Mutual Funds — and explaining which ones you need to track regularly for better returns. Having worked as Head of Product & Business Development in Mutual Fund companies, I’ve seen how fund managers and strategies truly shape performance over time. 🔹 Learn when to review your funds 🔹 How to compare with benchmarks 🔹 And how to use MFOnline to monitor your portfolio effortlessly. Let’s build a portfolio that works actively to grow your wealth. 👉 Watch the full video on YouTube: [Insert link] #MutualFunds #InvestSmart #ActiveFunds #PassiveFunds #SavvySavers #MFOnline #FinancialEducation #WealthGrowth ⚠️ Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully.

The more complex the family, the greater the opportunity for advisors to add value. #SSNCBlackDiamond supports nested ownership structures by providing firms a tool to track and visualize multigenerational wealth in a way that’s accurate, transparent, and built for growth. Learn more in today’s blog, as Will Crowell explains how advisors can strengthen trust across generations. https://lnkd.in/ecGkiCtm #fintech #wealthmanagement

Private credit markets have long struggled with limited transparency driven by nonstandard reporting and subjective valuations. As transaction volumes grow, firms are realizing that standardized, technology-driven reporting is key to improving comparability, reducing operational friction, and strengthening investor trust. Learn more in our blog here: https://lnkd.in/eHXpkJcD #PrivateMarkets #Fintech

On September 18, 2025, the Financial Regulatory Authority (“FRA”) issued decree no. 194 of 2025 (the “Decree”) setting out a regulatory framework governing digital platforms facilitating investment in private equity fund units and funds engaged in venture capital activities. The Decree aims to modernize the non-banking financial sector by enabling the use of financial technology, while imposing safeguards to ensure investor protection, transparency, regulatory oversight, and operational resilience. The Decree applies only to digital (fintech) platforms that facilitate investments in private equity fund units of venture capital funds licensed by the FRA. If you want to dig deeper, you can do that by clicking the link: https://lnkd.in/dXGWd-pM Omar Sherif Passant Ashraf Haythem Hamdy

🚀 The race for fund admin modernization is on. 68% of PE firms plan to upgrade their fund administration tools by 2026 — but which platforms are truly delivering on scalability, transparency, and automation? In this week’s The PeEdge Weekly, we benchmark FIS, Juniper Square, and Carta across four key dimensions to reveal where each platform stands out — and where trade-offs lie. 🔗 Read the full analysis: 👇 #PrivateEquity #FundAdministration #DigitalTransformation #ThePeEdge #FIS #JuniperSquare #Carta

Big news from Whitman Transition Advisors LLC! https://lnkd.in/gAuExqDb We’ve partnered with Truvestments to launch the Bitcoin Legacy Fund, designed exclusively for CPA firms and their high-net-worth clients. This initiative opens new opportunities for firms to help clients access early-stage digital asset investments—bridging traditional accounting with the evolving world of digital finance. The fund’s first phase targets $150 million, with plans to double through institutional investment and reach a NASDAQ-listed entity by October 2026. Explore how this collaboration is shaping the future of wealth management for CPA clients. Check out the full story on Accounting Today or connect with Philip Whitman, CPA to learn more! #WhitmanTransitionAdvisors #AccountingToday #BitcoinLegacyFund #DigitalAssets #CPAIndustry