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Advisers to fill portfolio chinks with fixed income and alts
While advisers may not expect anywhere near the market growth over the next year that investors enjoyed in 2021, many advisers believe they’ve already seen the bottom this year.
As rate hikes slow mortgage refinancing, ETF rides to a 27% gain since January
The FolioBeyond Rising Rates ETF, which launched in October, is gaining appeal for advisers as it nears the $100 million mark.
Big change is coming for 401(k)s
The move to provide guaranteed lifetime income products in defined-contribution plans will transform retirement planning.
Calamos plans ESG fund named after NBA star
The fund, bearing the name of Milwaukee Bucks power forward Giannis Antetokounmpo, would exclude fossil fuels, mining and other activities.
Kovack Securities dinged by Finra for A-share trades
The firm was fined $210,000 for falling short on its supervision of short-term mutual fund trades, the regulator said.
Vanguard preps global environmental fund
The active fund will be subadvised by Ninety One North America and will hold about 25 global 'environmental companies' in its portfolio.
Cheap ETFs suck billions from bigger siblings
The world's largest ETF, the $387 billion SPDR S&P 500 Trust, continues to fall victim to the trend as money managers gravitate to its lower-cost clone.
BlackRock says SEC proposal on ESG disclosures will backfire
The asset manager said requiring new disclosures for funds that just consider ESG criteria among many other factors could muddle the situation.
Lincoln Financial launches QDIA with Stadion
The QDIA combines a target-date fund for younger individuals and Stadion’s StoryLine managed account service for participants aged 50 and older.
Massachusetts securities chief goes after single-stock ETFs
William Galvin announced a 'sweep' of firms offering the new ETFs, which he compared to gambling at a casino.
Vanguard offering passive ESG funds that exclude controversial industries
The investing giant will offer two ETFs tied to indexes that track large corporates and small- to medium-sized businesses in both Europe and the US.
Morgan Stanley files to offer its own ETFs
Decades after coining the term 'exchange-traded fund,' the firm plans to offer four socially conscious funds under the Calvert label.
ESG funds being probed by SEC over ceding votes on social issues
The agency is asking companies offering ESG funds whether they lend out shares, which could impact their ability to cast ballots in corporate elections.
Anti-ESG movement spawns new fund in battle against industry giants
Fledgling ETF provider Strive Asset Management hopes to compete with BlackRock, Vanguard and State Street for proxy voting power.
Vanguard wrests BlackRock’s spot as manager of world’s biggest bond ETF
The Vanguard Total Bond Market ETF, with assets of roughly $83.8 billion, has surpassed the $83.2 billion iShares Core U.S. Aggregate Bond ETF.
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.
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.
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.
Sustainable funds with the highest returns in a down year
These 10 funds are doing the best, but they're not like the others.
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.
