Investing

Displaying 13483 results
Single-stock ETF craze leads to single Treasury bond exposure
EQUITIES AUG 09, 2022
Single-stock ETF craze leads to single Treasury bond exposure

The new US Benchmark Series from F/m Investments offers traders exposure to three different government bonds.

By Jeff Benjamin
Amundi rolls out ESG separate account for wealthy investors
ESG AUG 09, 2022
Amundi rolls out ESG separate account for wealthy investors

The Amundi US Equity ESG Improvers SMA is two-thirds allocated to companies expected to improve their ESG score.

By Jeff Benjamin
The time is now to be more transparent about advisory fees
RIAS AUG 08, 2022
The time is now to be more transparent about advisory fees

Advisers charging fees based on client assets are feeling a rare pinch of lower income against the backdrop of inflation. Now would be a good time to make that clear.

By Jeff Benjamin
BlackRock sees investors turning to thematic ETFs to hedge against inflation
ESG AUG 08, 2022
BlackRock sees investors turning to thematic ETFs to hedge against inflation

Interest seen in infrastructure, food-related and clean-energy themes as investors look for long-term structural trends.

By Bloomberg
Sustainable funds with the highest returns in a down year
ESG AUG 08, 2022
Sustainable funds with the highest returns in a down year

These 10 funds are doing the best, but they're not like the others.

By Emile Hallez
Alts are rockin’ the house!
ALTERNATIVES AUG 08, 2022
Alts are rockin’ the house!

Demand for income, inflation protection, enhanced returns and volatility dampening has created a ‘Goldilocks moment’ for alternative investments.

By Ryan W. Neal
Are your clients on the wrong glide path? 
RETIREMENT PLANNING AUG 08, 2022
Are your clients on the wrong glide path? 

If a target-date fund is among a client's investments, an adviser can check the fund’s glide path as well as the equity percentage of the portfolio.

By InvestmentNews
Covid-themed ETF shifts focus to monkeypox
EQUITIES AUG 05, 2022
Covid-themed ETF shifts focus to monkeypox

As the White House declares monkeypox a national health emergency, ETFMG tweaks its marketing without adjusting the portfolio.

By Jeff Benjamin
Finra slaps J.P. Morgan over ex-rep who loaded grandma up on structured products
ALTERNATIVES AUG 05, 2022
Finra slaps J.P. Morgan over ex-rep who loaded grandma up on structured products

The firm was fined $200,000 for failing to supervise the rep, whose grandmother was 88 and widowed when she opened her account in 2014.

By Bruce Kelly
NASAA extends comment deadline on REIT reform proposal
ALTERNATIVES AUG 05, 2022
NASAA extends comment deadline on REIT reform proposal

State regulators grant more time for input after getting pushback from groups representing the alternatives sector.

By Mark Schoeff Jr.
Pimco sees $29 billion in outflows as rate hikes hit bond funds
FIXED INCOME AUG 05, 2022
Pimco sees $29 billion in outflows as rate hikes hit bond funds

The global sell-off in bonds results in the second straight quarter in which the asset management company's clients pulled money from its funds.

By Bloomberg
Q&A: CFA Institute’s Chris Fidler on different types of greenwashing
ESG AUG 05, 2022
Q&A: CFA Institute’s Chris Fidler on different types of greenwashing

The senior director would like advisers to embrace conversations about ESG with clients and 'do a little less judging and maligning of people who are taking different approaches.'

By Emile Hallez
Schwab crypto ETF begins trading
ALTERNATIVES AUG 04, 2022
Schwab crypto ETF begins trading

The fund, which began trading on the NYSE Arca exchange, tracks the firm's Crypto Thematic Index.

By InvestmentNews
BlackRock partners with Coinbase to expand into crypto
ALTERNATIVES AUG 04, 2022
BlackRock partners with Coinbase to expand into crypto

Institutional investors will be able to use BlackRock's Aladdin investment management system to oversee their exposure to bitcoin along with assets such as stocks and bonds.

By Bloomberg
Goldman Sachs preps two sustainable ETFs
ESG AUG 04, 2022
Goldman Sachs preps two sustainable ETFs

The two products would invest at least 80% of their assets in corresponding indexes built by the firm.

By Emile Hallez
Morningstar probed by Missouri over its ESG evaluations
ESG AUG 04, 2022
Morningstar probed by Missouri over its ESG evaluations

The state attorney general is looking at whether the company or its Sustainalytics unit violated a consumer protection law or another law that prevents the state from entering into contracts with companies that boycott goods or services from Israel.

By Bloomberg
Parents getting schooled on 529 plans as kids return to campus
FIXED INCOME AUG 03, 2022
Parents getting schooled on 529 plans as kids return to campus

This year's slide in stocks and bonds hasn't been pleasant for anyone, but it's been most disheartening for those with kids heading off to college this fall.

By Gregg Greenberg
Senate bill would give CFTC more sway over crypto trading
ALTERNATIVES AUG 03, 2022
Senate bill would give CFTC more sway over crypto trading

The new proposal would give the derivatives regulator direct oversight of tokens that qualify as 'digital commodities.'

By Bloomberg
iCapital expands menu of alternative investments with Simon acquisition
ALTERNATIVES AUG 02, 2022
iCapital expands menu of alternative investments with Simon acquisition

The addition of Simon brings the total number of asset managers and product manufacturers on the iCapital platform to nearly 300, according to the company.

By Ryan W. Neal
Sensing a market bottom, wealthy investors are moving back into stocks
EQUITIES AUG 02, 2022
Sensing a market bottom, wealthy investors are moving back into stocks

A July survey of Tiger 21 members shows a renewed appetite for stocks that's being compared to the buying that occurred at the market bottom in 2009.

By Jeff Benjamin