Displaying 274 results
As pandemic rages on, ESG funds shine brightly
Outperforming the broader market yet again during a sudden downturn, ESG strategies are emerging as the new standard upon which to gauge a company’s ability to withstand risk
Virus spawns new challenge for ESG investors
ESG investors face a new threat in the age of coronavirus: ‘social washing’
Annuities take center stage
As the pandemic roils the financial markets, Americans increasingly seek the safety of guaranteed income as they enter their third act. But the rates and guarantees that have been selling points for annuities for years simply aren’t what they used to be.
IBDs face hard times in 2020
A decline in assets and cuts to interest rates spell a sharp hit to IBD revenue this year
Private equity owners of IBDs will be tested during the downturn
How will they hold up as they deal with the fallout from COVID-19?
Advice firms will move more workers home
As businesses adapt to getting things done during the pandemic, the future of work looks more remote than ever
A better way of giving
Easy to set up and accessible to a broader range of investors, donor-advised funds help clients achieve charitable goals and give advisers something to talk about
DAFs are easier to establish, administer than private foundations
But foundation advocates say they allow more sophisticated philanthropy than a DAF
When it comes to RIA custody, how big is too big?
The DOJ’s antitrust squad has its eye on the RIA landscape, focusing on the Schwab-TD combo. The merger of these two companies may be too formidable to pass muster
Eyes wide shut
Advisers have a blind spot when it comes to nontransparent ETFs
The new essential
By addressing clients’ health and aging, advisers can prove their value as rising health care costs threaten the security of retirement accounts
Still overlooking millennials? Not OK, Boomer
Why the financial advisory industry continues to fail at connecting with this crucial generation
BlackRock learns it ain’t always easy being green
New reports show how even the world's largest asset manager at more than $7.8 trillion and one of the most vocal proponents of environmental, social and corporate governance causes can be guilty of greenwashing.
Litigation over state fiduciary standards could break new ground
Courts would have to sort out how federal government, states can shape advice reform
A new playbook for independent broker-dealer M&A
Everyone is up for sale at the right price – and private equity is buying
The human factor
Behavioral finance continues to garner attention as more advisers seek ways to coach clients from making bad financial decisions based on emotions
2020 Icons & Innovators
InvestmentNews honors the icons and innovators who have shaped and transformed the financial advice profession
AI in 2020: Artificial Intelligence? Or just plain artificial?
AI is one of the buzziest words in fintech. Are the AI claims real or is our intelligence being insulted?
How long can the good times last?
Mohamed El-Erian does not see a recession coming this year, but he’s moving more of his personal portfolio into cash
Adviser predictions on how economy will perform next year
2020 election a top concern among advisers
