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ESG investors get set of global reporting standards
ESG JUN 27, 2023
ESG investors get set of global reporting standards

The voluntary framework published by the International Sustainability Standards Board paves the way for companies across jurisdictions to report uniform climate and sustainability information.

By Bloomberg
GOP battle plan on ESG focuses on proxies, SEC and asset managers
ESG JUN 26, 2023
GOP battle plan on ESG focuses on proxies, SEC and asset managers

The list of priorities put together by the House Committee on Financial Services' ESG working group shows where a Republican administration might be headed.

By Emile Hallez
Crowdfunding is no Derby
OPINION JUN 23, 2023
Crowdfunding is no Derby

Capital raises that are open to the public allow for access to new avenues of wealth-building.

By Andrew Corn
It's time for financial advisors to help investors gain access to alts
RETIREMENT PLANNING JUN 21, 2023
It's time for financial advisors to help investors gain access to alts

The long-outdated accredited investor rule has become a symbolic roadblock between retail investors and institutional-quality investments.

By Jeff Benjamin
ETF designed to climb along with interest rates adjusts in stride with Fed
RIAS JUN 20, 2023
ETF designed to climb along with interest rates adjusts in stride with Fed

FolioBeyond's Rising Rates ETF is being renamed the Alternative Income and Interest Rate Hedge ETF.

By Jeff Benjamin
Crypto exchange backed by Citadel Securities, Fidelity, Schwab starts up
ALTERNATIVES JUN 20, 2023
Crypto exchange backed by Citadel Securities, Fidelity, Schwab starts up

EDX Markets offers a ‘noncustodial’ model, meaning that it doesn’t hold clients’ digital assets during trading.

By Bloomberg
T. Rowe launches its first transparent active equity ETFs
EQUITIES JUN 20, 2023
T. Rowe launches its first transparent active equity ETFs

The storied mutual fund complex was late to the exchange-traded fund game but has attracted $1 billion in ETF assets since launching its first suite of funds three years ago.

By Jeff Benjamin
ESG returns rebound, taking some gas out of performance debate
ESG JUN 16, 2023
ESG returns rebound, taking some gas out of performance debate

There are lessons in the data for politicians who are pro- or anti-ESG, but the numbers might be dismissed.

By Emile Hallez
BlackRock bitcoin ETF has crypto fans wondering about change of course at SEC
RIAS JUN 16, 2023
BlackRock bitcoin ETF has crypto fans wondering about change of course at SEC

Given the three dozen others that have filed for a bitcoin ETF without success, ETF watchers are wondering if BlackRock has an inside track to gain approval.

By Jeff Benjamin
Bill restricting ESG passes in North Carolina
ESG JUN 15, 2023
Bill restricting ESG passes in North Carolina

The measure, which could survive the governor's veto, would still allow ESG factors that are 'pecuniary.'

By Emile Hallez
Don't misread the Fed's pause in June as the end of higher rates
FIXED INCOME JUN 15, 2023
Don't misread the Fed's pause in June as the end of higher rates

Scrambling to stay ahead of the central bank's next move, advisors and market watchers think the Fed is trying to keep the markets on their toes.

By Jeff Benjamin
ESG risks facing biopharmaceutical firms
OPINION JUN 15, 2023
ESG risks facing biopharmaceutical firms

Pricing, product governance and legal liabilities are some of the factors to consider when assessing drug companies.

By Karen Andersen
Bottled-up rage: Bud Light and ESG, Part II
OPINION JUN 14, 2023
Bottled-up rage: Bud Light and ESG, Part II

Investors who see risk associated with ESG are in for a surprise.

By Emile Hallez
Merit Financial adds LPL veteran Andy Kalbaugh to its board
RIAS JUN 14, 2023
Merit Financial adds LPL veteran Andy Kalbaugh to its board

Kalbaugh will work with the fast-growing wealth management firm's executive leadership on strategic planning.

By Bruce Kelly
New iCapital platform gives advisors turnkey access to alternative investments
RIAS JUN 14, 2023
New iCapital platform gives advisors turnkey access to alternative investments

Marketplace combines hundreds of existing platforms run by providers of alternative investments into a single network.

By Jeff Benjamin
Support for ESG votes from BlackRock, State Street moderate at best: Morningstar
ESG JUN 13, 2023
Support for ESG votes from BlackRock, State Street moderate at best: Morningstar

Vanguard was half as likely to vote for shareholder resolutions as BlackRock and State Street, a new report finds.

By Emile Hallez
Finra spanks Schwab with $350,000 fine over disclosures on ETNs
ALTERNATIVES JUN 13, 2023
Finra spanks Schwab with $350,000 fine over disclosures on ETNs

Schwab self-reported the issues with disclosures related to exchange-traded notes, which occurred from January 2016 to December 2020, to Finra.

By Bruce Kelly
J.P. Morgan adds ESG data service for institutional investors
ESG JUN 13, 2023
J.P. Morgan adds ESG data service for institutional investors

The new service will let clients compare ESG data across providers.

By InvestmentNews
Fidelity bulks up its 'disruptor' suite with 6 new thematic ETFs
RIAS JUN 13, 2023
Fidelity bulks up its 'disruptor' suite with 6 new thematic ETFs

The asset manager is banking on financial advisors' growing interest in targeted investment strategies.

By Jeff Benjamin
DOL has its say in court on ESG challenge
RETIREMENT PLANNING JUN 12, 2023
DOL has its say in court on ESG challenge

The plaintiffs and defendant recently filed cross motions for summary judgment of the challenge over the Labor Department's recently implemented ESG rule for retirement plans.

By Emile Hallez