Investors poured a net $104 billion into ETFs in the fourth quarter, the company said, while actively managed funds, including ETFs and mutual funds, saw a net $101 billion in flows.
Given the disconnect between what ESG investors expect and what some ESG funds are actually investing in, it's time for some serious reputation risk management.
As the number of publicly traded companies steadily declined over the past decade, investor interest in the private markets has increased markedly.
For many financial advisers, the slide reinforced the notion that Bitcoin is just too volatile for client portfolios.
Scams involving self-directed individual retirement accounts are another area of concern, according to an annual survey by the North American Securities Administrators Association.
The alternative investment provider increased assets on the platform to more than $104 billion last year. The secret could be its ability to combine multiple high-net-worth investors into a single private placement.
To skeptics, the crypto world as a whole is a mirage whose massive run-up past $2 trillion was simply the speculative by-product of the extraordinary amount of easy cash that’s been sloshing around in the global economy.
The settlement stemmed from potential claims related to Merrill's "management and oversight" of brokerage accounts opened by the owner of Jay Peak, the failed Vermont ski resort.
New York says insurer improperly engaged in pension risk transfer business.
The agency said it needs another 60 days to make a determination, pushing the new deadline to March 16.
Customers of the $8 trillion mutual fund giant weren't able to access certain account reports or receive trade confirmations while the website was having problems.
The $137 billion bond shop has filed to launch two ETFs, one of which is similar to a strategy it already subadvises for State Street.
Emerson Equity and Triad Advisors reached end-of-the-year settlements related to complaints about poor supervision of certain mutual fund sales.
Market watchers temper expectations for equity performance this year, but say risk assets still trump bonds.
Student loans have been the fastest-growing debt category in the U.S. over the past decade
With simulations showing extreme projected portfolio outcomes, some financial advisers won't even use Monte Carlo modeling for their younger clients for fear of looking silly.
Investors have retreated from the most speculative corners of global markets of late, worried that an ebbing tide of central bank stimulus could spell trouble. Just how exposed Bitcoin and the wider crypto universe is to that risk is the subject of heated debate.
The earlier-than-expected decision from the SEC could suggest a 2022 approval for a pure Bitcoin fund may not be in the cards either.
As investing becomes increasingly political, investors will have to balance good feelings against good performance.
Why not invest in some Château Lafite Rothschild? You can let the value appreciate over time, or if worse comes to worst, you can drink it.
