Bringing you live news and features since 2006 

Cantor Fitzgerald Wealth Partners and Wilshire Funds Management form partnership

RELATED TOPICS​

Cantor Fitzgerald Wealth Partners (CFWP) and Wilshire Funds Management (WFM), the global investment management business unit of Wilshire Associates, have entered into a strategic advisory partnership.

WFM will advise CFWP's investment management committee and collaborate with CFWP to deliver customised investment advisory solutions for CFWP's high-net-worth clients.  
 
WFM will also work closely with CFWP advisors to conduct in-depth manager research using its proprietary research process and analytical tools. In addition, Wilshire plans to deliver a suite of outcome-oriented model portfolios that includes traditional and non-traditional asset classes and investment strategies. 
 
"CFWP is committed to providing best in-class investment services, centred on objective advice and carefully selected solutions that enable our advisors to help their clients achieve their unique financial goals," says Stan Gregor, president and chief executive officer of Cantor Fitzgerald Wealth Partners. "We look forward to applying WFM's insights to provide a customised and exclusive offering for our clients, while aggressively expanding our platform through acquisitions of wealth management companies, registered investment advisors and some of the industry's finest and most successful financial advisors."
 
"Cantor Fitzgerald Wealth Partners and Wilshire Funds Management both strive to impart institutional best practices and to empower financial advisors with sophisticated research and advisory support that foster scale and improve investment outcomes for individual investors," says Jason Schwarz, president of Wilshire Funds Management. "Our shared vision and purpose makes this partnership very exciting." 

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by