Amplify DTOX fund tracks an index of 78 companies that derive at least 80% of revenues from one of five cleaner living market segments.
Savers are ditching the formula that's anchored retirement plans for more than half a century, after already low interest rates hit rock bottom during the pandemic.
Current low interest rates add to the stress of establishing a retirement strategy because the 'cost' of generating retirement income from a portfolio of stocks and bonds is now higher.
Private equity owner Kohlberg Kravis Roberts is cashing out after Focus shares climb 65% from the firm's 2018 IPO.
The lack of a spotlight on individual brokers who sold GPB may be passing, as at least one former adviser, Jeffrey Dixson, has a BrokerCheck profile that is studded with investor complaints involving sales of GPB private placements.
Pensions are all but nonexistent for younger workers, and many are worried about cuts to Social Security.
The $53 billion in assets flowing into tax-exempt municipal bond funds so far this year have already exceeded the inflows for all of last year.
Amber Group raised $100 million from investors in a Series B fundraising, boosting its valuation to $1 billion. Investors included DCM Ventures and Tiger Global Management.
The sum, received by The Leaders Group Inc., appears to be in the middle range of government loans received by privately held broker-dealers who obtained Covid-19 business relief.
The Justice Department says the deal, which would create the world's largest insurance brokerage, is anticompetitive.
An executive at Citi, which acted as transfer agent for the conversion of four Dimensional Fund Advisors mutual funds into ETFs this week, expects many more such switches.
Alicia Curtis and Jyl Barnard of Curtis Barnard Financial Services and Chris Dearing of Riverfront Financial share an office in Peoria, Illinois.
The agency is seeking more public comment on a proposal to list a Bitcoin exchange-traded fund on Cboe.
Twenty-two percent of the shares of a typical S&P 500 company sit in the portfolios of the Big Three index fund companies: BlackRock, State Street and Vanguard. This is a massive voting bloc, especially when you factor in that many shareholders don't take the time to vote.
Bitwise Asset Management draws backing from Henry Kravis, Stanley Druckenmiller, Daniel Loeb and other big names.
The deal with Financial Independence Group gives all of Carson’s advisers access to the same list of company-vetted products, including annuities, life insurance, long-term care insurance and disability insurance.
Less than three years after the asset manager set the bar at zero fees for a suite of index funds, it has seen assets in the four funds grow to nearly $18 billion.
CUNA Brokerage Services agreed to become a clearing and custody client at LPL. The firm has $36 billion in assets and close to 550 advisers who work at credit unions.
Two new Invesco ETFs track tech indexes abandoned by iShares ETFs; Invesco is also waiving fees on the new funds for six months to entice investors.
The four-adviser group in Atlanta will open an office for OSJ Bleakley Financial Group.
