The firm, which is on a crusade against the use of ESG factors in investing, announced that it's launching a pooled employer plan.
The Toronto-based firm's new offering uses ESG data from MSCI to provide ratings, scores and various metrics for funds, portfolios and individual stocks.
Co-founder Vivek Ramaswamy, who recently stepped down to campaign for president, has said he wants to take politics out of investing.
About 90% of households don't use financial planners, but offering fee-based services could help win them over, the firm says.
While allocations to the bank's stock were very low among almost all funds, they were slightly higher among sustainable products, according to Morningstar.
Keeping tabs on texts and messaging has been difficult for the industry, and fines have been mounting.
The biggest sustainable fund manager in the country is preparing to launch several more products.
Maria Lettini will take the helm of the influential group as sustainable investing has become a political rallying cry for some state leaders.
Webull Financial failed to conduct adequate due diligence on customers, Finra found, but the company did not admit or deny fault.
More than 1,000 clients signed a letter accusing the fund company of violating its fiduciary duty.
