iCapital’s advisers can access digital currency investments for their clients through a Grayscale diversified market-cap weighted investment.
Technology is opening up access to alternative investments, often getting around high minimums by combining multiple, smaller investments into a single fund.
As the traditional blend of stocks and bonds is undermined by persistently low interest rates, advisers are turning to alternative investments to achieve both higher returns and diversification. But alts pose their own challenges.
As investor demand grows, advisers are realizing they need to step up their ESG game.
The Investment Company Institute says 25 cents per emailed document is excessive and hurts investors. Broadridge, a fintech firm that sends most proxies and other material to fund shareholders, asserts its system reduces costs for investors.
All of the asset manager's new exchange-traded funds integrate sustainable investing criteria, with three investing in equities and two focusing on fixed income.
The agency has said that it will sue the exchange if Coinbase lets customers earn interest on their digital tokens.
The guide has new information about the Department of Labor’s forthcoming regulations, which are expected to effectively reverse rules implemented last year that had a chilling effect on the use of ESG in 401(k)s.
Even though advisers don’t have to comply with the rule for more than a year, it ranked as the hottest compliance topic, according to a survey; cybersecurity and climate change/ESG were other areas worrying advisers.
Adapting to the changing climate also includes taking into account advances in technology, such as in medicine, energy, transportation, space travel, artificial intelligence and computing. We need to analyze our current investments and consider updating our portfolios.
For several months, SEC examiners have been demanding that money managers explain the standards they use for classifying funds as environmental, social and governance-focused.
The regulator sued five BitConnect promoters in May for their roles in promoting the scheme by creating testimonials on YouTube, sometimes multiple times a day.
The agency is considering more stringent disclosure requirements for investment funds amid concerns that some fund managers are making unfounded ESG claims.
ESG ETFs have investments related to solving social issues in the country such as racial disparities and better health care.
Researchers have raised questions about the credentials of money managers who claim they are marketing funds designed to address the climate crisis and social injustice.
The funds will be made available for clients of its robo-adviser Personal Advisor Services through advised portfolios as part of a five-fund active equity offer.
On Thursday, the asset manager's shares had plunged as much as 14.2% on the news that Germany’s financial markets regulator, BaFin, and U.S. prosecutors were probing claims by a former sustainability executive that DWS overstated the amount of assets adhering to social and environmental criteria.
I thought we were all supposed to be free-wheeling capitalists in the financial advice industry — unless you recently worked for mutual fund giant American Century Companies and at least one of its local competitors.
One big basket of shares can easily look a lot like the next. But a catchy or memorable moniker can help a fund stand out.
The average expense ratio on funds last year was less than half of what it was in 2000, according to Morningstar's annual study of fund fees.
