By The Numbers

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More advisers using ESG with clients

The recent survey shows that a growing portion of advisers say they’re using ESG investments with at least some clients. The data also show most clients investing in ESG are still interested in return as well.

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Bitcoin ETFs could encourage adviser use of crypto

The arrival of the first Bitcoin-linked exchange-traded funds could make more financial advisers comfortable with recommending crypto investments to their clients.

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Women in the advice industry

Only 34% of advisers are women, although 49% of staffers at advisory firms are women. The fact that women are underrepresented in the highest-paid positions explains why median compensation for men is 92% higher than for women.

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Breaking down the data on adviser moves

While many advisers leaving wirehouses go independent, some join another wirehouse. George Moriarty looks at which of the four wirehouses are attracting advisers and which are seeing losses.

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American investors most focused on ESG returns

A Schroders survey of global investors shows American investors are most interested in seeing a positive performance from their ESG investments.

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Young investors look beyond meme stocks

Next-gen investors who started buying stocks via mobile apps in recent years are serious about putting their money to work, with 81% saying they’ve diversified their portfolios, according to a survey by Public and Nonfiction Research.

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Retirement confidence holds up amid pandemic

Despite the pandemic, 8 in 10 retirees said their lifestyle is as expected or better than expected, according to EBRI’s 2021 Retirement Confidence Survey, George Moriarty reports.

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Choosing annuity for 401(k) plan can be tricky

A fiduciary safe harbor provided in the SECURE Act encouraged the use of annuities in retirement plans. But a recent report shows annuity costs and payouts change frequently, so plan sponsors must shop carefully, George Moriarty reports.

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Retirees who saved up aren’t spending down

EBRI survey identifies five retiree profiles and shows the wealthiest individuals plan to spend little, George Moriarty reports. Mary Beth Franklin, Social Security guru and InvestmentNews contributing editor, describes why this is happening.

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Green bonds are booming

Sales of bonds for environmentally friendly projects set a new record in March. The momentum’s likely to continue given developments like the Biden administration’s $650 billion in funds for clean water and other ESG efforts, George Moriarty reports.

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ESG fund performance proves surprisingly strong

S&P Global Intelligence looked at 26 ESG mutual funds and ETFs and found that in the past year, amid the pandemic, the vast majority of them outperformed the broader market, George Moriarty says, though he notes this occurred during a bull market.

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Regulators take a closer look at ESG

The SEC has made six announcements on ESG in just the past month, George Moriarty notes. Financial advisers should pay particular attention to the agency’s plan to examine disclosures around sustainable investment products.

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Vanguard launches its first actively managed bond ETF

Vanguard's rolling out an ultra-short bond ETF that could prove attractive to investors and advisers looking for a place to park cash in the current low-interest-rate environment, George Moriarty says.

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ETFs stealing the stage from mutual funds

The 10th edition of the Charles Schwab ETF investor survey finds interest in exchange-traded funds is rising, especially with the younger demographic, Liz Skinner reports.

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Retail investors abuzz over ETFs and how that affects funds’ growth

Retail investors and public figures such as Dave Portnoy have an outsized impact on the growth of new ETF funds. George Moriarty looks at some examples, and has an important takeaway for advisers.

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Global investors heading for ESG ETFs

A survey of global investors shows that three-quarters plan to allocate more to ETFs this year, in part to put more money into funds that factor in ESG, and that they’re also very interested in active ETFs, George Moriarty reports.

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More fund companies roll out nontransparent ETFs

Nontransparent ETFs — exchange-traded funds that don’t report their holdings every day — are growing in number, George Moriarty reports, with Invesco launching four of the funds late last year.

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Bitcoin bulls say price volatility is different this year

George Moriarty discusses the cryptocurrency swings and why financial advisers need to be ready for more client questions about bitcoin.

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By the Numbers: Retirement accounts seesaw

George Moriarty, chief content officer at InvestmentNews, discusses the withdrawal rates of individuals from Fidelity retirement accounts in recent months

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By the Numbers: Growth in ESG assets

George Moriarty, chief content officer at InvestmentNews, discusses the rapid expansion in investments that follow sustainable guidelines, which now make up a third of all professionally managed assets in the U.S.

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By the Numbers: RIA M&A

Toronto-based CI Financial has gone on a buying spree this year, announcing a number of acquisitions of U.S. RIAs, InvestmentNews Chief Content Officer George Moriarity explains.

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By the Numbers: HSA growth

George Moriarty, chief content officer at InvestmentNews, says Fidelity is heading toward dominating the health savings account business, with its share of the market having doubled to 10%, from less than 5% in 2016.

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By the Numbers: Targeted ETFs

George Moriarty, chief content officer at InvestmentNews, reports on a new ETF provider, Emles Advisors, that is rolling out exchange-traded funds that take a targeted approach.

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By the Numbers: Financial literacy

A survey shows interest in investing increased this year, reports George Moriarty, chief content officer at InvestmentNews, but he notes that another survey confirmed that many don’t understand financial topics, which can result in bad choices.

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By the Numbers: Breaking the 40% rule

George Moriarty, chief content officer at InvestmentNews, says fiscal stimulus efforts pose a challenge to fixed-income investments and call into question the rule that fixed income should make up 40% of a portfolio.

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By the Numbers: Annuities in 401(k) plans

George Moriarty, chief content officer at InvestmentNews, says that while 401(k) plan sponsors were interested in adding annuities to plans earlier this year, the pandemic has pushed the issue far down their list of priorities.

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By the Numbers: Zero percent COLA?

George Moriarty, chief content officer for InvestmentNews, says retirees are likely to see a bigger cost-of-living adjustment to their Social Security benefits in 2021 than seemed likely a few months ago.

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By the Numbers: New ESG ratings index

George Moriarty, chief content officer at InvestmentNews, talks about ESG Clarity’s new Responsible Ratings Index, which shows a variety of ratings on sustainable funds and calculates a combined score for each fund.

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By the Numbers: ETFs and cash

George Moriarty, chief content officer at InvestmentNews, looks at the vast amount of money investors have been pulling out of cash holdings in recent months and why that is happening.

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By the Numbers: Annuity sales slide

George Moriarty, chief content officer at InvestmentNews, looks at how different types of annuities have performed so far this year

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By the Numbers: ETF opportunities

George Moriarty, chief content officer at InvestmentNews, talks about three ETF investment strategies that could outperform in the post-pandemic economy.

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By the Numbers: ESG performance

George Moriarty, chief content officer at InvestmentNews, discusses a study that shows mutual funds and ETFs using environmental, social and governance criteria outperformed the broader market during the pandemic.

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By the Numbers: Retirement savings amid the pandemic

Americans who saw their job income drop during the pandemic were twice as likely to take money from retirement plans. InvestmentNews Chief Content Officer George Moriarty discusses what that number says about Americans' lack of emergency funds.

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By the Numbers: Target-date performance

George Moriarty, Chief Content Officer of InvestmentNews, looks at how different maturities of target-date funds performed amid this year’s volatile markets.

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By the Numbers: Banks and ESG

Morgan Stanley is joining the Partnership for Carbon Accounting Financials, the first major American bank to do so. InvestmentNews Chief Content Officer George Moriarty discusses what the move means for Morgan Stanley and for other banks.

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By the Numbers: Dimensional starts ETFs

Dimensional Fund Advisors has filed to launch its first branded exchange-traded funds. InvestmentNews Chief Content Officer George Moriarty discusses what the move means for the ETF industry and for investors

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By the Numbers: Alternative Assets

Why are financial advisers giving alternative investments like private equity a fresh look? George Moriarty, Chief Content Officer of InvestmentNews, explains.

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By the Numbers: Annuity perceptions

At what age or wealth level should advisers begin to discuss annuities with clients? InvestmentNews Chief Content Officer George Moriarty answers both.

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By the Numbers: Retirement investing

How have 401(k) investors handled market volatility and concerns about the pandemic? George Moriarty, Chief Content Officer of InvestmentNews, addresses both of these questions.

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By the Numbers: Fixed income and COVID-19

What are large borrowers doing to help fund pandemic relief efforts? How is the Federal Reserve providing emergency lending assistance? InvestmentNews' Chief Content Officer George Moriarty examines each of these questions.

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By the Numbers: Mutual fund news

What do you get when Blackrock combines target-date funds and annuities? Are equities still attractive to top fund managers? InvestmentNews Chief Content Officer George Moriarty answers both.

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By the Numbers: ESG flows

How did sustainable fund assets flow during the first quarter of 2020? What is Charles Schwab doing to suggest it believes in ESG? InvestmentNews' Chief Content Officer George Moriarty addresses both of these questions.

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By the Numbers: Gold performance

How has the yellow metal performed compared to equities? Is the commodity still appropriate for a longterm investor? InvestmentNews' Chief Content Officer George Moriarty examines each of these questions.

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By the Numbers: Annuity sales

How did variable annuity sales flow during the first quarter of 2020? What happened with fixed annuities? InvestmentNews Chief Content Officer George Moriarty answers both.

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By the Numbers: ETF flows

Why are investors throwing billions into leveraged ETFs? What's up with junk bond funds? InvestmentNews Chief Content Officer George Moriarty looks into both.

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By the Numbers: COVID-19 and alternative investments

Why are some broker-dealers halting sales of real estate-related products? Will the rush to gold continue? InvestmentNews' Chief Content Officer George Moriarty examines each of these questions.

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By the Numbers: Mutual fund flows

How did equity fund assets flow during the first quarter? Was it a different story for fixed income funds? InvestmentNews' Chief Content Officer George Moriarty examines the answers to both.

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By the Numbers: COVID-19 and ESG

How did ESG funds hold up during the the first quarter of the year compared to the broader market? Why is BlackRock making a money market portfolio greener? InvestmentNews Chief Content Officer George Moriarty answers both.

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By The Numbers: COVID-19 and Annuities

How has the pandemic impacted investor demand for annuities? Do retirement plan participants want guaranteed life income options? InvestmentNews Chief Content Officer George Moriarty looks into both.

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By The Numbers: Mutual Funds

How did the Treasury Department step in as the coronavirus pandemic sparked volatility? What do the Refinitiv Lipper Awards illustrate about ESG investing? InvestmentNews Chief Content Officer George Moriarty answers both.

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By the Numbers: Bitcoin and Alternative Assets

How far did digital currencies fall in March? Why do advisers need to keep an eye on non-traded BDCs in client portfolios? InvestmentNews Chief Content Officer George Moriarty examines each of these.

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By The Numbers: ESG

Why do small asset managers incorporating environmental, social and governance criteria have trouble gathering assets? Which banking giant is pushing greenhouse gas emitters to clean up? George Moriarty examines each of these.

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By The Numbers: Fixed Income News

How will a new income-generating fund attract accredited investors? Why will bond issuance for sustainable and green projects hit a record this year? George Moriarty provides the answers.

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By the Numbers: Annuities News

What will a new insurance model rule for states mean for advisers who sell annuities? And what is the goal of the new Retirement Income Institute? InvestmentNews' George Moriarty looks at each of these.

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By The Numbers: International Investing

Why should advisers remind clients that they can't only focus on U.S. investing? And could Europe's economic growth actually stall in 2020? InvestmentNews' George Moriarty examines each of these.

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By The Numbers: Alternative Assets

Are advisers learning enough about digital assets like bitcoin? Are they talking with clients about selling their businesses? InvestmentNews' George Moriarty looks at whether advisers should be doing both.

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By the Numbers: Fund Flows

The market for passive funds is on a tear, but is that the only market being impacted by the low-cost investing push? Will advisers continue to favor ETFs this year? InvestmentNews' George Moriarty looks at both.

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By the Numbers: ESG Investing

Are advisers misunderstanding why investors seek out sustainable investments? Will the SEC help define the myriad of terms that confuse this space? InvestmentNews' George Moriarty looks at both.

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By The Numbers: Annuities

How will the SECURE Act boost annuities in retirement plans? Which company settled a case with the Securities and Exchange Commission over how it sets annuity reserves? InvestmentNews' George Moriarty describes both in about a minute.

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By the Numbers: Fixed Income

Where will treasuries be at the end of 2020? Rates continue to fall, but what does this mean for fixed income products? InvestmentNews' George Moriarty offers some quick insights.

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By the Numbers: ETFs

What's next for exchange-traded funds? Which ones will gain traction in 2020? The market is healthy and thriving, but what's on the horizon?