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Alyson Velati

Verified
New York
As seen in: Ignites, Business Insider, Financial Times, Markets Insider, Yahoo Finance, Flipboard, Business Insider Deutschland, New Zealand Herald, Expansión, Inverse, ADVFN and
Senior Finance Reporter @businessinsider/@thisisinsider. Previously @FundFire. Proud @InsiderUnion member. Opinions are mine. avelati@insider.com
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Articles

XFLT XAI Floating Rate and Alternative Income Trust

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By Alyson Velati Verified
| ADVFN
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy Statement ☒ Definitive Additional Materials ☐ Soliciting Material Pursuant to §240.14a-12 XAI Floating...
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Ameriprise Pilots Mixing of Model Portfolios With Client Choice

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By Alyson Velati Verified, Joshua Franklin
| BISA Portfolio
Ameriprise is piloting a program that lets clients mix model portfolios with mutual funds and exchange-traded funds (ETFs) they choose. The Signature Wealth Program pilot, which began on Oct. 14, will start with 200 advisor practices and will be rolled out to all advisors during the second quarter of 2025. Models will come from 10 asset managers, but then clients can pick from a menu of ETFs and funds to "round out" their accounts, according to the filing.
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Merrill Lynch to triple number of active ETFs on its platforms

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By Brian Ponte Verified, Alyson Velati Verified
| Financial Times Verified
Merrill Lynch plans to triple the number of active exchange traded funds it features on its platforms, including ETF versions of mutual...
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