Bob Doll Launches Faith-Based ETFs

Crossmark Global Investments, Inc., a Houston-based faith-based investment management firm, has announced its first foray into the exchange-traded funds space, launching the actively managed Crossmark Large Cap Growth ETF (CLCG) and Crossmark Large Cap Value ETF (CLCV). The two funds are based on existing separately managed accounts that Crossmark already runs and will be managed by CEO and CIO Bob Doll, CFA and Head of Research Ryan Caylor.

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The WealthStack Podcast: The Meeting Assistant Revolution with Parker Ence

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Parker Ence, CEO and co-founder of Jump - Advisor AI, to explore how the firm is redefining what an AI assistant can do for financial advisors. 

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Mastering the HNW Client Experience

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