Investing

Displaying 13499 results
Former baseball star Angel Pagan wins $1.7 million arbitration award against Merrill Lynch
WIREHOUSES JAN 22, 2020
Former baseball star Angel Pagan wins $1.7 million arbitration award against Merrill Lynch

Case revolved around investments in Puerto Rican bonds made by the former MLB star

By Mark Schoeff Jr.
Another major boost for ESG investing
RIAS JAN 21, 2020
Another major boost for ESG investing

MSCI rolls out principles of sustainable investing

By Jeff Benjamin
Why advisers are slow to recognize the world moving toward ESG
ESG JAN 17, 2020
Why advisers are slow to recognize the world moving toward ESG

Wealth managers need education to learn differences between ESG and SRI

By InvestmentNews
Active equity funds bled $41.4 billion in 2019: Morningstar
MUTUAL FUNDS JAN 17, 2020
Active equity funds bled $41.4 billion in 2019: Morningstar

In sixth straight year of net inflows, passive funds pulled in $162.8 billion

By InvestmentNews
Cryptocurrency trading platform introduces SMAs for digital assets
ALTERNATIVES JAN 16, 2020
Cryptocurrency trading platform introduces SMAs for digital assets

SFOX hopes the SMA platform will help more financial advisers manage cryptocurrency assets on behalf of clients

By Ryan W. Neal
Nir Kaissar: BlackRock muddies the social-investing waters
OPINION JAN 16, 2020
Nir Kaissar: BlackRock muddies the social-investing waters

The giant money manager is taking a misguided approach to climate change

By Bloomberg
Advisers continue to increase allocations to ETFs, study finds
MUTUAL FUNDS JAN 15, 2020
Advisers continue to increase allocations to ETFs, study finds

RIAs, younger advisers heaviest users of exchange-traded funds, says Broadridge

By InvestmentNews
Fidelity rides outsourcing trend with four more model portfolios
EQUITIES JAN 15, 2020
Fidelity rides outsourcing trend with four more model portfolios

Asset manager introduces 21 model portfolios in 18 months

By Jeff Benjamin
WisdomTree adds blockchain infrastructure to ETF ecosystem
FINTECH JAN 14, 2020
WisdomTree adds blockchain infrastructure to ETF ecosystem

The asset manager led a $17.65 million round of funding in tech startup Securrency

By Ryan W. Neal
ESG funds ride 'perfect storm' to record inflows
ESG JAN 14, 2020
ESG funds ride 'perfect storm' to record inflows

Morningstar reports ESG fund flows in 2019 were nearly four times higher than 2018 levels

By Jeff Benjamin
Many advisers may misunderstand investors' ESG motives
PRACTICE MANAGEMENT JAN 14, 2020
Many advisers may misunderstand investors' ESG motives

Socially conscious investors have broader considerations and more conventional expectations than advisers give them credit for

By Devin McGinley
10 greenest U.S. companies
ESG JAN 14, 2020
10 greenest U.S. companies

As companies become more energy-efficient, here’s a list of U.S. companies ranked by their green energy revenues.

By InvestmentNews Staff
BlackRock puts climate at center of $7 trillion strategy
ESG JAN 14, 2020
BlackRock puts climate at center of $7 trillion strategy

Changes outlined in CEO Larry Fink's annual letter include doubling BlackRock's lineup of sustainable ETFs

By Bloomberg
Finra probes brokerage bank sweep accounts as commissions dwindle
BROKER DEALERS JAN 13, 2020
Finra probes brokerage bank sweep accounts as commissions dwindle

Expert: Interest rate discussions with clients ‘can be problematic’

By Mark Schoeff Jr.
M&A in the RIA space rides to another record year
RIAS JAN 13, 2020
M&A in the RIA space rides to another record year

Access to capital and a flood of quality buyers are seen driving the trend

By Jeff Benjamin
Outlook on ETFs
MUTUAL FUNDS JAN 13, 2020
Outlook on ETFs

A weekly video produced by InvestmentNews on U.S. investing trends

By InvestmentNews
BlackRock joins $41 trillion climate campaign
ESG JAN 10, 2020
BlackRock joins $41 trillion climate campaign

The addition of the world's largest fund manager is a plus for Climate Action 100+ and its campaign of pressuring corporate polluters

By Bloomberg
Time to check under the hood of that index fund
EQUITIES JAN 10, 2020
Time to check under the hood of that index fund

Here's one more reason to avoid picking a fund based on past performance

By Jeff Benjamin
Brand-name loyalty is not always the best investment strategy
MUTUAL FUNDS JAN 10, 2020
Brand-name loyalty is not always the best investment strategy

Advisers are too focused on the largest and most popular fund companies, according to Cerulli research

By Jeff Benjamin
Finra outlines questions firms must answer on Reg BI compliance
ALTERNATIVES JAN 09, 2020
Finra outlines questions firms must answer on Reg BI compliance

Regulator also highlights private placements, digital communications and bank sweeps as priorities

By Mark Schoeff Jr.