Investing

Displaying 13477 results
New iCapital platform gives advisors turnkey access to alternative investments
RIAS JUN 14, 2023
New iCapital platform gives advisors turnkey access to alternative investments

Marketplace combines hundreds of existing platforms run by providers of alternative investments into a single network.

By Jeff Benjamin
Support for ESG votes from BlackRock, State Street moderate at best: Morningstar
ESG JUN 13, 2023
Support for ESG votes from BlackRock, State Street moderate at best: Morningstar

Vanguard was half as likely to vote for shareholder resolutions as BlackRock and State Street, a new report finds.

By Emile Hallez
Finra spanks Schwab with $350,000 fine over disclosures on ETNs
ALTERNATIVES JUN 13, 2023
Finra spanks Schwab with $350,000 fine over disclosures on ETNs

Schwab self-reported the issues with disclosures related to exchange-traded notes, which occurred from January 2016 to December 2020, to Finra.

By Bruce Kelly
J.P. Morgan adds ESG data service for institutional investors
ESG JUN 13, 2023
J.P. Morgan adds ESG data service for institutional investors

The new service will let clients compare ESG data across providers.

By InvestmentNews
Fidelity bulks up its 'disruptor' suite with 6 new thematic ETFs
RIAS JUN 13, 2023
Fidelity bulks up its 'disruptor' suite with 6 new thematic ETFs

The asset manager is banking on financial advisors' growing interest in targeted investment strategies.

By Jeff Benjamin
DOL has its say in court on ESG challenge
RETIREMENT PLANNING JUN 12, 2023
DOL has its say in court on ESG challenge

The plaintiffs and defendant recently filed cross motions for summary judgment of the challenge over the Labor Department's recently implemented ESG rule for retirement plans.

By Emile Hallez
New bull market doesn't take recession off the table
RIAS JUN 12, 2023
New bull market doesn't take recession off the table

Market watchers warn against falling for the head fake of a tech-driven stock market that isn't accurately reflecting broader economic risks.

By Jeff Benjamin
Quakers divesting $17 million from Vanguard over climate change
ESG JUN 12, 2023
Quakers divesting $17 million from Vanguard over climate change

Earth Quaker Action Team is planning to announce the withdrawals this week at Vanguard's headquarters.

By Emile Hallez
ETF niche players combine to form nearly $8 billion suite of specialty funds
RIAS JUN 12, 2023
ETF niche players combine to form nearly $8 billion suite of specialty funds

Amplify ETFs is acquiring the assets of ETF Managers Group, bringing under one roof funds that offer exposure to marijuana, blockchain, artificial intelligence and more.

By Jeff Benjamin
Anti-ESG funds started with roar, tapered to meow, report finds
ESG JUN 08, 2023
Anti-ESG funds started with roar, tapered to meow, report finds

Sales were strong late last year amid several ETF launches in this category, but have since slowed, according to Morningstar.

By Emile Hallez
Wealthfront introduces automated bond portfolio
FINTECH JUN 08, 2023
Wealthfront introduces automated bond portfolio

Wealthfront says its portfolio uses a mix of Treasury and corporate bond ETFs and can achieve an annual return of 5.48% after its 0.25% fee.

By Ryan W. Neal
What the SEC lawsuit against Coinbase means for advisors
OPINION JUN 08, 2023
What the SEC lawsuit against Coinbase means for advisors

Advisors will likely face more stringent compliance requirements as a result of the SEC's actions and may need to reassess their compliance programs to adequately address the unique risks associated with digital assets.

By Steve Larsen
Anti-ESG group targets Bank of America
ESG JUN 08, 2023
Anti-ESG group targets Bank of America

Will Hild’s Consumers’ Research is focusing on the second-largest US bank in its latest push against sustainable investing.

By Bloomberg
House hearing on ESG goes off the rails
ESG JUN 07, 2023
House hearing on ESG goes off the rails

The hearing showed that Republicans and Democrats don't agree on what 'choice' means in the context of investing.

By Emile Hallez
Former SEC Chair Clayton makes case for democratizing alternative investments
RIAS JUN 07, 2023
Former SEC Chair Clayton makes case for democratizing alternative investments

Clayton took a swipe at the current leadership of the Securities and Exchange Commission for swinging too far in the wrong direction.

By Jeff Benjamin
Coinbase crackdown widens as states push to halt staking product
ALTERNATIVES JUN 07, 2023
Coinbase crackdown widens as states push to halt staking product

Both federal and state officials drilled in on the firm's staking program, which offers customers a return for letting their tokens be used to facilitate blockchain transactions.

By Bloomberg
Despite all the nay-saying, 60/40 is here to stay
OPINION JUN 07, 2023
Despite all the nay-saying, 60/40 is here to stay

Although it lost nearly 16% in 2022, the 60/40 balanced portfolio has managed to deliver normal returns on average over longer time periods.

By Roger Aliaga-Díaz
First 401(k) lawsuit over ESG targets American Airlines' $26 billion plan
RETIREMENT PLANNING JUN 06, 2023
First 401(k) lawsuit over ESG targets American Airlines' $26 billion plan

The case, which is seeking class status, also names Fidelity and Financial Engines as defendants.

By Emile Hallez
LTX launches AI-powered tool to help US bond traders
FINTECH JUN 06, 2023
LTX launches AI-powered tool to help US bond traders

BondGPT, which uses OpenAI technology to help power its bond analytics, will help traders find more liquid bonds at a better price.

By Bloomberg
House unanimously passes bills to expand accredited investor pool
ALTERNATIVES JUN 06, 2023
House unanimously passes bills to expand accredited investor pool

The legislation mandates that the SEC think beyond current income and wealth thresholds to define the sophisticated investors who are qualified to buy private securities.

By Mark Schoeff Jr.