The SEC chair deftly handled four hours of questioning from lawmakers, including a query about Reg BI. He showed he’s a deft politician who will be able to guide policy in a direction he favors.
Meanwhile, the Long Island, New York-based firm also reported that its financial condition continued to decline.
A senior advocacy group predicts benefits will rise 4.7% next year, based on the 0.8% increase in the April consumer price index.
EBRI survey identifies five retiree profiles and shows the wealthiest individuals plan to spend little, George Moriarty reports. Mary Beth Franklin, Social Security guru and InvestmentNews contributing editor, describes why this is happening.
In the fund tracker's second round of measuring the ESG commitment of asset managers, it found that most fund companies rank near the bottom.
D.C. expert and policy wonk Mark Schoeff Jr. joins Bruce and Jeff to discuss the details of Biden's three big initiatives so far, The American Rescue, Jobs, and Families plans. The trio debate the merits of spending trillions to help Americans, and the tax ramifications.
Self-directed investors are reaching thresholds that are starting to make professional financial advice more appealing.
The Securities and Exchange Commission says the firm knew that hackers were trying to access participant accounts but didn’t report them.
Financial services companies have generally adopted remote work policies, but as offices reopen, the next issue becomes who is and isn't vaccinated.
Tax planning has become an urgent topic following President Joe Biden's proposal aimed at high earners and wealthy investors.
The Swiss firm is exploring several alternatives for offering the asset class, people familiar with the plan said. Any investment offering would be a very small portion of the clients’ total wealth because of the volatility.
Regulatory pressure and demand from investors have sparked hedge funds’ awareness of ESG, along with the chance to profit by investing in innovative companies and renewable energy, says Cliodhna Murphy of MuFG Investor Services. Read More
Eliminating hunger requires a focus on producing and distributing healthy food sustainably, and at a cost everyone can afford. Hear how innovative entrepreneurs are putting impact investing to work tackling SDG #3. Read More
In this episode, Christine Shaw speaks with Gemma Castle, CFO for Cult Wines, an international leader in fine wine asset management. Gemma shares her insight about working as a woman in the male-dominated fine wine industry, and discusses the success of her all-female team. Read More
D.C. expert and policy wonk Mark Schoeff Jr. joins Bruce and Jeff to discuss the details of Biden's three big initiatives so far, The American Rescue, Jobs, and Families plans. The trio debate the merits of spending trillions to help Americans, and the tax ramifications. Read More
Controlling taxes is the top move investors can take, said Joe Huber, founder and CEO of Huber Capital Management, which has $400 million under management. Read More
Business ethics is one area that both male and female investors want to support with their ESG investment allocations, said Kent McClanahan, RBC's vice president for responsible investing. Read More
InvestmentNews is planning an RIA Virtual Summit that will act as a road map for advisers pursuing the independent channel. The two-day event, May 18-19, 2021, is designed as a two-track program for both established and breakaway advisers that will cover everything from business planning to finding a custodian to marketing and building back office systems and partnering with technology providers.
InvestmentNews, together with Last Word Media and Bonhill, are excited to present the inaugural Global ESG Summit, which will be streaming live across four time zones on May 27, 2021. The program has been designed to help our global audience of professional financial intermediaries, including fund selectors and fund buyers, to cut through the noise and gain tangible insights on how to integrate ESG processes and principles into their business models and investment solutions.
The InvestmentNews Women Adviser Summit is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level. Details will be coming soon.
In today’s climate, many advisors feel they have to choose between getting the support they need and having more control over their business – whether it be compensation, how they serve clients, or ownership of their client relationships.
In collaboration with MIT's AgeLab, this series will focus on the conversations that advisers need to be having with clients about the reality of the new longevity economy. Leveraging MIT research and IN's adviser access this conversation explains how retirement is changing.
