Strategic Financial Solutions has seven advisers and is based in Cedar Rapids, Iowa.
The agency is asking companies offering ESG funds whether they lend out shares, which could impact their ability to cast ballots in corporate elections.
The tactic has taken a beating this year as bonds were hit by the steepest slump in decades, compounding the stock market's losses instead of buffering against them.
Both Modern Life and Farther closed $15 million funding rounds, suggesting technology for advisers is still seen as an attractive opportunity.
Fledgling ETF provider Strive Asset Management hopes to compete with BlackRock, Vanguard and State Street for proxy voting power.
The Vanguard Total Bond Market ETF, with assets of roughly $83.8 billion, has surpassed the $83.2 billion iShares Core U.S. Aggregate Bond ETF.
The new US Benchmark Series from F/m Investments offers traders exposure to three different government bonds.
The Amundi US Equity ESG Improvers SMA is two-thirds allocated to companies expected to improve their ESG score.
Advisers charging fees based on client assets are feeling a rare pinch of lower income against the backdrop of inflation. Now would be a good time to make that clear.
Interest seen in infrastructure, food-related and clean-energy themes as investors look for long-term structural trends.
These 10 funds are doing the best, but they're not like the others.
Demand for income, inflation protection, enhanced returns and volatility dampening has created a ‘Goldilocks moment’ for alternative investments.
If a target-date fund is among a client's investments, an adviser can check the fund’s glide path as well as the equity percentage of the portfolio.
As corporations strengthen efforts to diversify their cultures, employee population, recruiting, and community service, suppliers must realize that they are part of that values alignment, too.
As the White House declares monkeypox a national health emergency, ETFMG tweaks its marketing without adjusting the portfolio.
The firm was fined $200,000 for failing to supervise the rep, whose grandmother was 88 and widowed when she opened her account in 2014.
State regulators grant more time for input after getting pushback from groups representing the alternatives sector.
The global sell-off in bonds results in the second straight quarter in which the asset management company's clients pulled money from its funds.
The fund, which began trading on the NYSE Arca exchange, tracks the firm's Crypto Thematic Index.
The life insurance and wealth management company is making its second acquisition in a week by picking up advisory firm Gladstone.
