Crossmark

Advisor Upside

Can Clients Have Principles and Performance? Younger Generations Think So

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Survey data and advisors’ anecdotal experience show an emerging interest among younger generations in values-based investing.

2 min read

Photo by Joshua Kettle via Unsplash

ETF Upside

Are Faith-Based ETFs the Answer to Clients’ Prayers?

The faith-based ETF segment focuses less on generating alpha and more on adhering to religious principles and values.

2 min read
Photo by ALEXANDRE DINAUT via Unsplash

ETF Upside

Faith-Based Firm Led by Bob Doll Adds First ETFs

Crossmark, which provides similar values-screening strategies in SMAs, is applying them to a pair of ETFs.

1 min read

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