While most adviser-facing fintechs were spared the pain felt across the wider technology landscape, not everyone escaped the year unscathed.
The asset manager announced that all 29 of its ETFs will avoid such distributions this year.
After the Blackstone Real Estate Income Trust and the Starwood Real Estate Income Trust limited redemptions, the SEC reached out to both firms to try to understand the events.
Institutional investors are over-diversifying and taking on too much uncompensated risk, leaving them with expensive index portfolios.
Vanguard, BlackRock and State Street still command about 79% of all U.S. exchange-traded fund assets, but that's down from 91% in 2006.
This market is triggering some tricky math for nontraded REITs, and it's the bean counting behind proration that could prove tormenting.
Anti-greenwashing proposals are already having an effect, results of a US SIF survey suggest.
The money pouring into digital assets has attracted the attention of criminals.
That decision follows recent moves by Vanguard and BlackRock to extend voting choices to individual investors.
But they need to be aware of stepped-up regulatory scrutiny of complex products, an expert tells advisers at the Financial Planning Association annual conference.
Trovata will host the Morgan Money corporate investing and trading solutions.
Bankman-Fried, who was arrested Monday in the Bahamas, also concealed risks and FTX's relationship with his trading firm, Alameda Research, the agency says.
Additionally, BNY Mellon invests in a fixed-income fintech and Broadridge partners with IntraFi on securities-backed lending.
The liquidity issue is squarely in the laps of financial advisers who have never had to deal with the difficulties posed by nontraded REITs before.
The money manager is asking shareholders to sign off on a proposal to let 13 of its growth funds exceed limits on the size of their stakes in individual stocks.
The move comes just days after Blackstone Inc. announced it would limit withdrawals from its $69 billion fund.
Firms have brought 422 new ETFs to market so far this year, putting them on track to surpass last year's record.
Microsoft is largely considered a corporate leader on climate action but currently has no ready-made sustainable investing retirement option.
In the second part of ESG Clarity's interview, Kunal Kapoor talks passives, personalization and proxies.
The asset manager said it is withdrawing from the Net Zero Asset Managers initiative in a move to maintain the freedom not to restrict its investment options.
