J . p . morgan asset management in new York city has launched the Jpmorgan active growth etf ( Jgro ), an actively managed , style pure growth exchange-traded fund that seeks to outperform the russell 1000 growth index . the fund aims to identify companies with growth potential that are underappreciated by the market . the fund uses two strategies on the J . p . morgan growth platform : a large-cap growth , style pure approach that employs price momentum , and “ Jpmorgan growth advantage ,” which is anchored in large cap , but has the flexibility to invest down cap . the expense ratio is 0.44 %.

RIA In A Box Announces LinkedIn Compliance Partnership

ria in a box , a cleveland-based softwareas-a-service ( saas ) providing compliance , cybersecurity and operational software to the wealth management industry , has partnered with linkedin to enhance the company ’ s myriacompliance record archiving solution . the investment advisers act of 1940 requires rias to monitor and maintain their records and individual social media communications . the new linkedin partnership simplifies the review process for ria in a box ’ s archiving users by allowing them to store , review and filter communications from their websites , email and social media within the same platform where they conduct their overall compliance program . the solution also monitors communications from facebook , instagram and twitter .

FPA Partners With Behavioral Finance Pros

the denver-based financial planning association has partnered with financial behavior Keynote group llc in nokesville , va ., to offer qualified speakers at discounted prices for events and educational programs run by fpa chapters . the partnership enables all fpa chapters to secure a speaker at a 20 % discount for in-person or virtual presentations . fpa chapters with fewer than 400 paid members can secure a speaker for a virtual presentation for an additional 20 % discount off . the financial behavior Keynote group was established in 2022 by four behavioral finance experts . to request a specific speaker , fpa chapters should visit www . keynote . financial / contact-us .

New Jersey University To Offer Live Online CFP Certificate Program

seton Hall University , located in south orange , n . J ., has received approval from the certified financial planner board of standards inc . ( the cfp board ) to offer a new financial planning professional certificate program . seton Hall University ’ s stillman school of business will offer the certified financial planner professional certificate program online from october 2022 to august 2023 with live , synchronous instruction by cfp-certified experts . the program curriculum consists of six required courses , including insurance , investment and retirement planning . the cost of the program , which is open to the public and is designed for working professionals , is $ 850 per class , at a total cost of $ 5,950 for the entire program . materials are included in the price . students can complete the program in a 10-month period , and are then eligible to sit for the cfp certification examination in november 2023 . for further information , go to shu . edu / academics / certified-financial-planner-professional-certificate-program . cfm .

Aquinas Wealth Launches Faith-Based AI Solution

aquinas wealth advisors , a pittsburgh-based wealth management firm specializing in catholic faith-based investing , has introduced a hybrid robo-advisor program that can inform clients how publicly traded companies use their funds . the service is provided free of charge on the aquinas wealth website and does not require any long-term commitment from users . website visitors are invited to submit sample information about their holdings and portfolio for an analysis by the site ’ s program . after a quick review , the artificial intelligence provides an outline of causes and organizations being supported by companies within an investor ’ s portfolio . the resulting “ faith & finance score ” includes a letter grade based on a portfolio ’ s adherence to catholic principles and values . Users are then invited to a consultation with an aquinas advisor on how to adjust their holdings ( or they can use the information on their own ). for additional information , please visit aquinaswealth . com .

Bluerock Introduces High Income Institutional Credit Fund

bluerock , a new York city-based alternative asset manager , has launched an income-focused fund with a portfolio comprising actively managed pools of diversified collateralized loan obligations , or clos . the bluerock High income credit fund is designed to provide investors with high current income targeting approximately 8 % annually ; attractive risk-adjusted total returns ; diversification potential through its low correlation to broader markets ; and access to an investment class traditionally available only to institutions . bluerock said it believes that access to senior secured loans via clos is attractive because of the general focus of clos on large-cap , broadly syndicated loans to companies with higher revenues and ebitda , qualities that set them apart from middle-market loans . whitestar asset management , an arm of clearlake capital group , serves as subadvisor .

16 | financial advisor magazine | september 2022 www . fa-mag . com