S-Network Global Indexes

Veriti Rebrands as First Trust Direct Indexing with Indexing Expert Robert Hughes as First CEO

Retrieved on: 
Wednesday, February 1, 2023
Finance, Banking, Accounting, Professional Services, Asset Management, Distribution, Hughes, S-Network Global Indexes, Trust, University, RIA, ETF, Clamorous reed warbler, Risk management, Notre Dame, Cryptocurrency, Alerian

Veriti Management LLC (“Veriti”), a direct indexing asset technology company, today announced its rebrand as First Trust Direct Indexing, as well as the appointment of Robert Hughes as Chief Executive Officer (CEO).

Key Points: 
  • Veriti Management LLC (“Veriti”), a direct indexing asset technology company, today announced its rebrand as First Trust Direct Indexing, as well as the appointment of Robert Hughes as Chief Executive Officer (CEO).
  • Taking the reins from Veriti Co-Founder and Managing Partner James Dilworth , Hughes will focus on integrating Veriti’s established direct indexing capabilities and resources with First Trust’s extensive network of distributors.
  • This elevated offering comes at a time when advisors, institutions and investors are clamoring for custom indexing solutions that deliver bespoke portfolios with the ability to generate tax alpha.
  • The elite team at First Trust Direct Indexing has developed a simple and powerful delivery tool for advisors, while also creating personalized solutions to help them meet clients where they’re at in terms of values, needs and goals.”
    “First Trust Direct Indexing was built by advisors, for advisors, making it a natural leader in direct indexing solutions for the broader industry,” added Dilworth.

VettaFi Opens New York Hub, Adds Industry Veteran Craig Katz as Head of Sales - Industry Data & Analytics

Retrieved on: 
Thursday, January 26, 2023
Technology, Insurance, Finance, Consulting, Banking, Other Technology, Professional Services, Data Analytics, Data Management, BlackRock, S-Network Global Indexes, ETF, Acquisition, Work, Salesforce, AIB (NI), Morning Star, Analytics, TMX Group, Data, Marketing, Head, Growth, Walking, Management, Cryptocurrency, Financial adviser, Index, Alerian, Research, Exchange

The new location also will feature a state-of-the-art studio, with cameras and audio equipment on-site to assist VettaFi in the creation and dissemination of its industry-leading educational content.

Key Points: 
  • The new location also will feature a state-of-the-art studio, with cameras and audio equipment on-site to assist VettaFi in the creation and dissemination of its industry-leading educational content.
  • “We’ve long said that VettaFi clients are not just licensing indexes or gaining scale when they work with us.
  • Prior to joining VettaFi, Mr. Katz held senior roles at Discovery Data, most recently as Executive Vice President – Partnerships & Strategy.
  • “I am thrilled to join the team at VettaFi, particularly at such an exciting time in the organization’s growth,” said Mr. Katz.

First Trust Global Portfolios Management Limited Announces Distributions for certain sub-funds of First Trust Global Funds plc

Retrieved on: 
Thursday, December 8, 2022
Banking, Professional Services, Finance, Fund, Infection, FTP, S-Network Global Indexes, Disease, Uncertainty, COVID-19, Terrorism, Patent, Risk, Sale, Nasdaq, Inc., Vaccine, FCA, Prospectus, Net asset value, Person, FTA, Investment, NAV, Marketing, Central Bank of Ireland, Cyprus Securities and Exchange Commission, United Kingdom, FSMA, Central bank, Financial services, UCITS, Financial adviser, Bank, Life insurance, Security (finance), Real estate, Index, Alerian

FTA acts as adviser to a range of Irish domiciled UCITS funds under the First Trust Global Funds plc umbrella.

Key Points: 
  • FTA acts as adviser to a range of Irish domiciled UCITS funds under the First Trust Global Funds plc umbrella.
  • The Funds' distributors are FTGPM and First Trust Global Portfolios Limited ("FT UK"), an affiliate of FTA.
  • FTGPM is the management company of First Trust Global Funds plc umbrella.
  • The hostilities and sanctions resulting from those hostilities could have a significant impact on certain fund investments as well as fund performance.

UBS Declares Coupon Payments on 5 ETRACS Exchange Traded Notes

Retrieved on: 
Tuesday, December 6, 2022
Banking, Professional Services, Finance, Reproduction, Security (finance), UBS, Name, EDGAR, Life, UBS AG, Composite, S-Network Global Indexes, Communication, SIX Swiss Exchange, Federal Deposit Insurance Corporation, Telephony, NYSE, ETN, Prospectus, NYSE Arca, Market, REIT, SIPC, Tax, Current yield, Risk, Life insurance, Financial adviser, Insurance, Index

As such, the Current Yield for each is not indicative of future coupon payments, if any, on these ETNs.

Key Points: 
  • As such, the Current Yield for each is not indicative of future coupon payments, if any, on these ETNs.
  • ETRACS ETNs are senior unsecured notes issued by UBS AG, are traded on NYSE Arca, and can be bought and sold through a broker or financial advisor.
  • The applicable offering document for each ETRACS may be obtained by clicking on the name of each ETRACS identified above.
  • The key symbol, UBS and ETRACS are among the registered and unregistered trademarks of UBS.

UBS declares coupon payments on 5 ETRACS Exchange Traded Notes

Retrieved on: 
Monday, November 7, 2022
Banking, Asset Management, Professional Services, Finance, New, Current yield, U.S. Securities and Exchange Commission, Telephony, SEC, SIX Swiss Exchange, NYSE, UBS, Reproduction, REIT, Market, S-Network Global Indexes, Life, UBS AG, Name, Prospectus, LLC, Composite, Communication, Federal Deposit Insurance Corporation, Leadership, EDGAR, SIPC, ETN, Solution, Tax, Security (finance), Risk, NYSE Arca, Life insurance, Financial adviser, Insurance, Index

As such, the Current Yield for each is not indicative of future coupon payments, if any, on these ETNs.

Key Points: 
  • As such, the Current Yield for each is not indicative of future coupon payments, if any, on these ETNs.
  • ETRACS ETNs are senior unsecured notes issued by UBS AG, are traded on NYSE Arca, and can be bought and sold through a broker or financial advisor.
  • The applicable offering document for each ETRACS may be obtained by clicking on the name of each ETRACS identified above.
  • The key symbol, UBS and ETRACS are among the registered and unregistered trademarks of UBS.

VettaFi Announces Acquisition of Advisor Perspectives

Retrieved on: 
Thursday, October 20, 2022
Professional Services, Other Professional Services, Insurance, Finance, Consulting, Banking, Time, Insurance, S-Network Global Indexes, Growth, RIAS, Research, Acquisition, Industry, Practice management, Innovation, Solution, Financial adviser

Advisors need easy access to timely, unbiased, thoughtful insights, and the Advisor Perspectives team has built a strong reputation for delivering just that, said Tom Hendrickson, Chief Product & Innovation Officer with VettaFi.

Key Points: 
  • Advisors need easy access to timely, unbiased, thoughtful insights, and the Advisor Perspectives team has built a strong reputation for delivering just that, said Tom Hendrickson, Chief Product & Innovation Officer with VettaFi.
  • With Advisor Perspectives coming into the fold, our community of investors is now bigger and stronger.
  • Today, with this acquisition, VettaFis emailable reach increased over 200%, including a 300% lift in the registered financial advisor segment.
  • Advisor Perspectives is the latest addition to the VettaFi universe, which was unveiled in May and encompasses the industry-leading efforts of ETF Trends, ETF Database, S-Network Global Indexes, and Alerian.

UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes

Retrieved on: 
Thursday, October 6, 2022
Banking, Professional Services, Finance, AMNA, NYSE Arca, Solution, Current yield, Communication, LLC, NYSE, UBS, AMZ, Telephony, Dow Jones, ETN, ICE, Reproduction, Federal Deposit Insurance Corporation, Tax, Trust, EDGAR, Leadership, Composite, New, Risk, BDC, S-Network Global Indexes, Security (finance), S&P Global, REIT, SIX Swiss Exchange, U.S. Securities and Exchange Commission, Prospectus, Name, Note, SEC, Life, Standard, Market, S&P, National Snow and Ice Data Center, SIPC, UBS AG, Online shopping, Life insurance, Financial adviser, Insurance, Index, Alerian

As such, the Current Yield for each is not indicative of future coupon payments, if any, on these ETNs.

Key Points: 
  • As such, the Current Yield for each is not indicative of future coupon payments, if any, on these ETNs.
  • ETRACS ETNs are senior unsecured notes issued by UBS AG, are traded on NYSE Arca, and can be bought and sold through a broker or financial advisor.
  • The applicable offering document for each ETRACS may be obtained by clicking on the name of each ETRACS identified above.
  • The key symbol, UBS and ETRACS are among the registered and unregistered trademarks of UBS.

VettaFi Indexes Now Underpin Six ETFs in the First Trust Fund Family

Retrieved on: 
Monday, October 3, 2022
Professional Services, Data Management, Data Analytics, Technology, Software, Finance, Consulting, ETF, Solution, AIB (NI), AUM, Time, Cloud computing, Research, Industry, CFA, CEO, Growth, UCITS, S-Network Global Indexes, Senior, Financial adviser, Cryptocurrency

"VettaFi clients are not just buying indexes or gaining scale when they work with us.

Key Points: 
  • "VettaFi clients are not just buying indexes or gaining scale when they work with us.
  • We congratulate First Trust and are excited to continue to build our relationship and bring additional thematic investing solutions to market.
  • There are now six ETFs in First Trusts global family of ETFs and UCITS vehicles tracking VettaFis family of indexes, representing a total of more than $100 million in AUM.
  • More than $14 billion in assets is currently benchmarked to VettaFis family of indexes, which include the VettaFi, Alerian, and S-Network indexes.

First Trust Global Portfolios Management Limited Announces Distributions for certain sub-funds of First Trust Global Funds plc

Retrieved on: 
Thursday, September 8, 2022
Banking, Professional Services, Finance, COVID-19, Respiratory disease, Risk, Fund, Cyprus Securities and Exchange Commission, Company, FTP, Prospectus, Terrorism, Vaccine, Sale, Nasdaq, Inc., FCA, Industry, NAV, Income, NASDAQ, Disease, Financial services, Central bank, Investment, Patent, S-Network Global Indexes, FSMA, Central Bank of Ireland, United Kingdom, FTA, Marketing, Net asset value, UCITS, Person, Infection, Financial adviser, Bank, Life insurance, Security (finance), Real estate, Index, Nasdaq, Alerian

FTA acts as adviser to a range of Irish domiciled UCITS funds under the First Trust Global Funds plc umbrella.

Key Points: 
  • FTA acts as adviser to a range of Irish domiciled UCITS funds under the First Trust Global Funds plc umbrella.
  • The Funds' distributors are FTGPM and First Trust Global Portfolios Limited ("FT UK"), an affiliate of FTA.
  • FTGPM is the management company of First Trust Global Funds plc umbrella.
  • The hostilities and sanctions resulting from those hostilities could have a significant impact on certain fund investments as well as fund performance.

UBS declares coupon payments on 5 ETRACS Exchange Traded Notes

Retrieved on: 
Wednesday, September 7, 2022
Banking, Asset Management, Professional Services, Finance, Security (finance), ETN, Prospectus, NYSE, Current yield, UBS AG, UBS, Tax, SIPC, Solution, Composite, SIX Swiss Exchange, Reproduction, Market, Telephony, SEC, REIT, U.S. Securities and Exchange Commission, New, Federal Deposit Insurance Corporation, Leadership, NYSE Arca, Communication, EDGAR, LLC, Risk, Name, S-Network Global Indexes, Life, Life insurance, Financial adviser, Insurance, Index

As such, the Current Yield for each is not indicative of future coupon payments, if any, on these ETNs.

Key Points: 
  • As such, the Current Yield for each is not indicative of future coupon payments, if any, on these ETNs.
  • ETRACS ETNs are senior unsecured notes issued by UBS AG, are traded on NYSE Arca, and can be bought and sold through a broker or financial advisor.
  • The applicable offering document for each ETRACS may be obtained by clicking on the name of each ETRACS identified above.
  • The key symbol, UBS and ETRACS are among the registered and unregistered trademarks of UBS.