Excluding the iShares ESG Aware ETF, sustainable funds saw positive net sales so far this year, according to data from Morningstar Direct.
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.
While stock and bond allocations hurt the performance of TDFs last year, fees declined and assets flowed to collective investment trusts, Morningstar found.
After last year's Supreme Court decision overturning Roe v. Wade, more companies face votes on reproductive health care.
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.
Without more green investments, the likelihood of avoiding the worst impacts of climate change becomes increasingly remote, according to the IPCC.
In the economic aftermath of the pandemic, some strategies performed better than others.
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.
Focus Financial is going private. There’s a banking crisis. What has the impact been on these companies?
The firm, which is on a crusade against the use of ESG factors in investing, announced that it's launching a pooled employer plan.
Even though the S&P 500 fell 19% last year, fund managers’ sales of securities to adjust their positions can result in capital gains.
Here are a few steps to consider before embarking on large-scale investments in the virtual landscape.
The age-old strategy, neatly wrapped in the low-cost convenience of an exchange-traded fund, has gained fresh momentum in the volatile market environment.
The attorney for Massachusetts-based Jeffrey Cutter fires back at SEC, saying the agency is 'flat out wrong' and accusing it of trying to 'get a toehold into regulating the insurance industry.'
With inflation at a 40-year high, here’s how advisors view gold as a hedge compared to TIPS, crypto and other shiny metals.
As crypto takes center stage, the Digital Asset Council of Financial Professionals announces it's rolling out an expanded version of its certification for blockchain and digital assets.
Co-founder Vivek Ramaswamy, who recently stepped down to campaign for president, has said he wants to take politics out of investing.
The firm will continue to benefit from interest rates than are higher right now than any time since before the credit crisis, according to CFRA analyst Michael Elliott.
Both credit assessors said further downgrades are possible as the bank faces deposit outflows that could affect its liquidity profile and ramps up wholesale borrowing.
The trade association is trying to insert language into capital formation legislation that would deem investors accredited if they work with a fiduciary advisor.
