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Darlings of 2020, ETFs expected to carry momentum into 2021
MUTUAL FUNDS DEC 21, 2020
Darlings of 2020, ETFs expected to carry momentum into 2021

Strong performance and low fees means the next leg of ETF growth might be just getting started

By Jeff Benjamin
Carbon offsets not helping climate if they aren't sparking change
ESG DEC 18, 2020
Carbon offsets not helping climate if they aren't sparking change

Rethinking the value of programs that pay landowners to plant trees, sometimes even if they did it a decade ago

By Bloomberg
Vanguard makes history with first $1 trillion equity fund
MUTUAL FUNDS DEC 16, 2020
Vanguard makes history with first $1 trillion equity fund

Vanguard Total Stock Market Index Fund includes both a mutual fund and an ETF

By Bloomberg
Morningstar and iShares team to revamp indexes
MUTUAL FUNDS DEC 15, 2020
Morningstar and iShares team to revamp indexes

iShares Morningstar ETF suite will track Morningstar's new index family

By InvestmentNews
House lawmakers introduce legislation to promote sustainable investing
RETIREMENT PLANNING DEC 14, 2020
House lawmakers introduce legislation to promote sustainable investing

The measure, led by Rep. Andy Levin, would require advisers to consider environmental, social and governance factors in investment decisions

By Mark Schoeff Jr.
How much are nontraded REITs really worth?
OPINION DEC 10, 2020
How much are nontraded REITs really worth?

Advisers don't like it when REIT valuations bounce all over the place

By Bruce Kelly
JPMorgan enters green ETF arena with carbon fund
ESG DEC 10, 2020
JPMorgan enters green ETF arena with carbon fund

The passive fund tracks a gauge that screens the Russell 1000 Index for companies trying to reduce their carbon footprint

By Bloomberg
New York pension fund pledges net-zero emissions by 2040
ESG DEC 09, 2020
New York pension fund pledges net-zero emissions by 2040

The fund also said it may divest from the riskiest oil and gas companies by 2025

By Bloomberg
Model portfolio assets hit $4.1 trillion in Q3
FINTECH DEC 08, 2020
Model portfolio assets hit $4.1 trillion in Q3

More than half of advisers say they expect to increase usage, according to a new survey by Broadridge Financial

By Nicole Casperson
Vanguard makes rare retreat as price war starts to take toll
MUTUAL FUNDS DEC 08, 2020
Vanguard makes rare retreat as price war starts to take toll

Net flows for the asset manager slowed in 2020 as rivals continued to roll out similar products and amid the rise of robo advice and almost-free trades

By Bloomberg
Maxine Waters urges Biden administration to overturn Reg BI
ALTERNATIVES DEC 07, 2020
Maxine Waters urges Biden administration to overturn Reg BI

The Chair of the House Financial Services Committee also targeted rules surrounding opening up private markets

By Mark Schoeff Jr.
Deutsche Bank ties executive compensation to ESG goals
ESG DEC 07, 2020
Deutsche Bank ties executive compensation to ESG goals

Starting next year, bank will measure volume of investments that comply with ESG criteria and how bank is rated on sustainability

By Bloomberg
Clients’ charitable interests provide openings for ESG conversations
ESG DEC 03, 2020
Clients’ charitable interests provide openings for ESG conversations

It’s as much about returns as about values, IN ESG Summit participants say

By Mark Schoeff Jr.
ESG pioneer tells financial advisers to get on the bandwagon
ESG DEC 03, 2020
ESG pioneer tells financial advisers to get on the bandwagon

Amy Domini kicks off ESG summit, and two advisers explain how to get on board

By Jeff Benjamin
Debut ETF issuers hit record this year
MUTUAL FUNDS DEC 03, 2020
Debut ETF issuers hit record this year

New rules that made launches easier and the SEC's approval of nontransparent funds have inspired 14 new firms to enter the market this year

By Bloomberg
Fund companies see target-dates adding annuities in future: Report
RETIREMENT PLANNING DEC 02, 2020
Fund companies see target-dates adding annuities in future: Report

The all-in-one products could also eventually include private equity, Cerulli Associates found

By Emile Hallez
Record-shattering flows into stock ETFs leave bond funds in dust
MUTUAL FUNDS DEC 02, 2020
Record-shattering flows into stock ETFs leave bond funds in dust

Equity ETFs attracted a record $81 billion as stocks rallied in November

By Bloomberg
Companies that support LGBTQ-inclusive policies outperform: Credit Suisse
PRACTICE MANAGEMENT DEC 01, 2020
Companies that support LGBTQ-inclusive policies outperform: Credit Suisse

These companies more easily attract and retain talent, according to analysts

By Bloomberg
Hottest debate on Wall Street is Bitcoin versus gold
ALTERNATIVES DEC 01, 2020
Hottest debate on Wall Street is Bitcoin versus gold

Bitcoin shot to a record just as billions of dollars have fled gold, renewing arguments about whether the digital currency can rival gold as an inflation hedge

By Bloomberg
BlackRock, Vanguard not that supportive of shareholder ESG resolutions
ESG NOV 30, 2020
BlackRock, Vanguard not that supportive of shareholder ESG resolutions

BlackRock voted in favor of just 11% of climate resolutions in the 12 months ended in August, while Vanguard voted in favor of 15%

By InvestmentNews