Investing

Displaying 16352 results
Insurance fintech adds long-term care products
RETIREMENT PLANNING APR 05, 2023
Insurance fintech adds long-term care products

Modern Life is adding long-term care and hybrid long-term care products to its menu of insurance for financial advisors.

By Ryan W. Neal
DWS ESG fund launch sets record for sales, at another ETF's expense
MUTUAL FUNDS APR 05, 2023
DWS ESG fund launch sets record for sales, at another ETF's expense

A big client moved $2 billion from a different Xtrackers ESG exchange-traded fund to the new fund, the Xtrackers MSCI USA Climate Action Equity ETF.

By Emile Hallez
BlackRock to offer two buffer ETFs that aim to limit investors' losses
ETFS APR 03, 2023
BlackRock to offer two buffer ETFs that aim to limit investors' losses

The two funds would both track the returns of the iShares Core S&P 500 ETF, using options to try to reduce potential fluctuations in investors' returns.

By Bloomberg
Potential investor claims go through the roof at Berthel Fisher
ALTERNATIVES APR 03, 2023
Potential investor claims go through the roof at Berthel Fisher

Open claims against the Iowa-based broker-dealer totaled $32.1 million at the end of 2022, eight times what it reported a year earlier, according to an SEC filing.

By Bruce Kelly
Blockchain dividend distributions emerge as latest threat to traditional finance
ALTERNATIVES APR 03, 2023
Blockchain dividend distributions emerge as latest threat to traditional finance

Crypto experts say distributions via blockchain technology will soon be commonplace.

By Jeff Benjamin
Blackstone’s BREIT sees $4.5 billion of withdrawal requests in March
ALTERNATIVES APR 03, 2023
Blackstone’s BREIT sees $4.5 billion of withdrawal requests in March

The real estate trust, which has limited redemptions for a fifth straight month, had already hit 2% monthly limits in January and February.

By Bloomberg
MSCI to downgrade ESG ratings on over 30,000 funds
ETFS APR 03, 2023
MSCI to downgrade ESG ratings on over 30,000 funds

The firm’s ratings unit overhauls its methodology as ESG score providers continue to draw criticism for using inconsistent approaches that have yet to be properly regulated.

By Bloomberg
Love it or hate it, ESG has been around for decades — and it isn’t going away
MUTUAL FUNDS APR 03, 2023
Love it or hate it, ESG has been around for decades — and it isn’t going away

Interest both for and against sustainable investing will almost certainly be rising — and that means that financial advisors can’t afford to ignore it.

By Emile Hallez
Why that $6.2 billion outflow from an ESG ETF is not the end of sustainable investing
MUTUAL FUNDS MAR 31, 2023
Why that $6.2 billion outflow from an ESG ETF is not the end of sustainable investing

Excluding the iShares ESG Aware ETF, sustainable funds saw positive net sales so far this year, according to data from Morningstar Direct.

By Emile Hallez
Growth in HSAs robust in 2022, study shows
RETIREMENT PLANNING MAR 31, 2023
Growth in HSAs robust in 2022, study shows

At the end of last year, approximately $104 billion was saved in 35.5 million health savings accounts, a year-over-year increase of 6% for assets and 9% for accounts, a Devenir survey shows.

By Gregg Greenberg
2022 was rough year for near-retirees in target-date funds
RETIREMENT PLANNING MAR 29, 2023
2022 was rough year for near-retirees in target-date funds

While stock and bond allocations hurt the performance of TDFs last year, fees declined and assets flowed to collective investment trusts, Morningstar found.

By Emile Hallez
Investors focus on climate, abortion access in potential record proxy season
MUTUAL FUNDS MAR 27, 2023
Investors focus on climate, abortion access in potential record proxy season

After last year's Supreme Court decision overturning Roe v. Wade, more companies face votes on reproductive health care.

By Emile Hallez
Financial advisors torn between trusting the Fed and trusting the bond market
RIA NEWS MAR 27, 2023
Financial advisors torn between trusting the Fed and trusting the bond market

The money flowing into Treasuries has some market watchers believing that the Fed's next move will be a rate cut, and that it could come as soon as June.

By Jeff Benjamin
Green funds have run out of ‘investible’ assets, Impax CEO says
RIA NEWS MAR 27, 2023
Green funds have run out of ‘investible’ assets, Impax CEO says

Without more green investments, the likelihood of avoiding the worst impacts of climate change becomes increasingly remote, according to the IPCC.

By Bloomberg
American Funds gets the trophy at Lipper Awards
EQUITIES MAR 24, 2023
American Funds gets the trophy at Lipper Awards

In the economic aftermath of the pandemic, some strategies performed better than others.

By Emile Hallez
Retirement plan coverage at small firms heading higher: Study
RETIREMENT PLANNING MAR 24, 2023
Retirement plan coverage at small firms heading higher: Study

Companies are also likely to add financial wellness benefits, such as emergency savings funds, over the next few years, according to experts polled by Transamerica.

By InvestmentNews
How stocks of wealth management firms are holding up this year
EQUITIES MAR 24, 2023
How stocks of wealth management firms are holding up this year

Focus Financial is going private. There’s a banking crisis. What has the impact been on these companies?

By Bruce Kelly and Jeff Benjamin
Strive Asset Management to bring anti-ESG to PEP 401(k)
RETIREMENT PLANNING MAR 22, 2023
Strive Asset Management to bring anti-ESG to PEP 401(k)

The firm, which is on a crusade against the use of ESG factors in investing, announced that it's launching a pooled employer plan.

By Emile Hallez
Investors face big tax bills for these mutual funds
MUTUAL FUNDS MAR 22, 2023
Investors face big tax bills for these mutual funds

Even though the S&P 500 fell 19% last year, fund managers’ sales of securities to adjust their positions can result in capital gains.

By Bloomberg
How financial advisors can capitalize on the metaverse
OPINION MAR 21, 2023
How financial advisors can capitalize on the metaverse

Here are a few steps to consider before embarking on large-scale investments in the virtual landscape.

By Nageswar Cherukupalli