Once hailed as the exciting new thing in digital assets, non-fungible tokens have slumped.
Brenda Morris does what she can to minimize investments that exploit animals, while still providing diversified portfolios.
Major regulations and legislation made headlines, and big asset managers faced protests over fossil fuels.
Markets are readjusting for rates that are higher for longer.
Emerging markets look more attractive once rich-world bias is corrected.
Fund companies unwound more than two dozen ESG funds this year, according to Morningstar data.
Influential group says barriers to investment in clean energy must be removed.
Transparency and lack of liquidity is concerning some institutional investors.
The final regulation targets 'greenwashing' but strips out what would have been 'a more onerous' ESG provision, a lawyer says.
'We really hit a wall at the end of July, and that's when the market really put in its year-to-date highs,' says Lisa Shalett.
Lawmakers say changes would hurt retirement investors. They also raise concerns about a proposal to curb advisor conflicts related to AI.
After GTCR's 2020 deal for a portion of the RIA, additional private equity money will help the firm continue its buying streak.
Following Cetera's announcement that it was going to buy Avantax, two ratings agencies put the debt of Cetera's parent, Aretec Group Inc., on review.
New research shows tactics like getting the attention of larger investors and pressuring companies to do better than their competitors can have the most impact.
Hearts & Wallets study highlights confusion around the term and the customization strategy.
Global issuance for leveraged loans and high-yield bonds jumped to over $40 billion this month.
The firm is widening its digital assets offering to institutional investors.
'Advisors in the Envestnet ecosystem will have access to set-and-forget voting technology,' says iconik's Alex Thaler.
More than 200 people expected to lose their jobs.
AIMA affiliate study reveals how the global asset class is evolving.
