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Advice-only fees gain traction as advisers opt out of managing client portfolios
Asset-based pricing still dominates in wealth management, but the trend is moving away from charging clients based on portfolio size.
Despite inflationary pressures, asset managers continue to lower fees
American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.
Vanguard clients decry tax debacle
Many Vanguard clients who invested in target-date funds face significantly higher tax bills this year because of a change the company made to its target-date funds in late 2020.
Advisers who ignore ESG do so at their own r-i-s-k
As interest in ESG investing grows, advisers are reaching an inflection point.
Popular retirement funds suffer as tech stocks plunge
Many growth-oriented stock funds offered in 401(k) plans are down more than 10% so far this year.
Bond market ‘bloodbath’ opens a door for income investors
As fixed income suffers the brunt of the Fed's efforts to catch up on inflation, financial advisers suddenly have an alternative for short-term cash allocations.
KraneShares adds carbon-offset ETF
The product is the first to include the top carbon-offset futures markets into one fund, the firm says.
ESG ETF flows down in Q1
Sales were the second-highest ever but still far behind those from a year ago, according to ETFGI.
Employers fret about retirement income
Just 66% say target-date funds do extremely well or very well when it comes to helping plan participants deal with their income needs during retirement.
Bitcoin ‘stuck at the moment’ as record cash flees crypto ETFs
A UBS analysis shows April is set to see the largest crypto-ETF outflows on record, with investors having pulled more than $417 million so far this month.
Cannabis investments mellow as Congress tarries on decriminalization
With the Biden administration having let them down, the marijuana industry is now betting on a Republican takeover of Congress.
Climate funds double in assets: Morningstar
A report shows that in the US, total money in climate mutual funds and ETFs hit $31 billion at the end of 2021.
Global X adds green-building ETF
The demand for new housing in urban areas will only rise, and buildings are responsible for 38% of energy-related carbon emissions, the company says.
Do-good funds are booming as ETF launches double from last year
At least 20 exchange-traded funds focused on environmental, social and governance criteria have launched so far this year, as issuers try to grab a slice of the market that's winning new cash.
Advisers weigh the appeal of the commodity rally
As commodity funds post double-digit gains this year, some advisers wonder if it's too late to join the party.
Dimensional preps low-carbon ETFs
The four exchange-traded funds aim for lower emissions exposure than comparable products, the fund manager said.
Fidelity adds two ETFs focusing on crypto, metaverse
One of the funds will track the digital payments industry, and the other will focus on companies tied to emerging virtual worlds.
Dimensional plans four do-good funds in latest ETF expansion
The funds will focus on investments in stocks and bonds worldwide that are associated with low emissions of greenhouse gases.
Bank ETF posts biggest cash exodus since 2020 ahead of earnings
More than $2.5 billion has exited the $42 billion Financial Select Sector SPDR Fund last week.
Capital Group, Morningstar offer personalized TDFs
Target Date Plus helps participants to determine a mix of target-date funds that is more suited to their particular needs.
