An Endowment ETF Plans to Ride Wall Street’s Private-Asset Craze

Published on September 17, 2024

The Tema Endowment ETF is set to put about 50% of its holdings toward equities or derivatives, 30% to fixed income and 20% to “other securities,” potentially including allocations to private funds, interval funds or business-development companies.

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Why It’s Important to Understand the Asset Purchase Agreement When Buying or Selling a Practice

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When buying or selling an RIA practice, one of the most important documents you'll encounter is the Asset Purchase Agreement (APA). This agreement is like the foundation of the deal, spelling out exactly what is being bought or sold, how much will be paid, and the responsibilities of both parties.