Results for "state street global advisors"
Displaying 512 results
January 4, 2018
NextCapital, a technology vendor that builds customized digital advice platforms for large financial institutions, announced Thursday morning the completion of a $30 million round of Series C funding. The company currently offers what it calls...
December 22, 2017
Critics are quick to decry the financial advice industry's lack of diversity - only 16% of advisers are women - but there are barriers to overcome. Firms need to get past these five issues in order to tap the potential rewards that would come...
December 21, 2017
2017 will go down in history as a very good year for stock investors. The S&P 500 index soared 21%, including reinvested dividends, and the MSCI EAFE international index jumped 22%. Even bonds eked out some gains, despite an increasingly hawkish...
December 20, 2017
The following is an excerpt from the report, “Women in Advice: Inspiring the Next Generation of Financial Advisers”
December 19, 2017
While the industry recognizes that advisers must be drawn from a larger, more diverse pool, thus far it has done little to hold itself accountable for change. To effect change and address the lack of diversity, male and female leaders will have...
October 16, 2017
TD Ameritrade has expanded its commission-free exchange-traded funds platform to 296 from 100, effective Oct. 17. The participating ETF providers are AGFiQ QuantShares, First Trust Portfolios, iShares ETFs, J.P. Morgan Asset Management, PowerShares...
October 16, 2017
State Street Global Advisors has lowered the expense ratio of 15 of its exchange-traded funds – one by 48 basis points – and renamed them SPDR Portfolio ETFs. Three of the funds will track new indexes, SSGA said in a release. Expense ratios...
September 28, 2017
Three participants in General Electric Co.'s 401(k) plan filed a lawsuit against the company, alleging it violated the Employee Retirement Income Security Act of 1974 by breaching its fiduciary duties. The lawsuit, filed in U.S. District Court...
August 22, 2017
The popularity of companies that give back — such as Warby Parker and TOMS, which donate a pair of glasses or shoes for every pair you buy — is spreading to investments. Investment manager Infrastructure Capital Advisors, for one, is giving...
July 7, 2017
Advisers need to take note of changes in their clients behaviors as they age, and help protect them from unnecessary financial fraud or loss, according to Brie Williams, head of practice management at State Street Global Advisors.
June 22, 2017
The idea started with the creation of a statue to coincide with International Women's Day, and the results surpassed expectations, according to Brie Williams, head of practice management at State Street Global Advisors.
June 15, 2017
BNY Mellon's Pershing is rolling out a no-transaction-fee ETF platform in an effort to give financial advisers more access to what they desire, the company announced Thursday. The new platform, FundVest ETF, was unveiled by Pershing chief executive...
May 23, 2017
As assets continue to flow into index mutual funds, ETFs and institutional share classes, investors paid less in fund expenses in 2016 than ever before, said Morningstar, Inc., in its annual fund fee study. The asset-weighted average net expense...
April 7, 2017
Gold is only happy when it rains — and if your clients have gold in their portfolio, today would be a good reason to remind them why. Gold pays no dividends and has no earnings. Anyone looking for growth has no business investing in the yellow...
April 4, 2017
Inflows into exchange-traded funds totaled a record-breaking $132 billion from January through March, beating the previous record of $106 billion set in the fourth quarter of 2016, according to State Street Global Advisors. Inflows of $35.5...
March 19, 2017
In the 1949 Arthur Miller play "Death of a Salesman," 63-year-old Willy Loman confronts his future. Bombastic and unrealistic, Mr. Loman looks in the mirror and sees few, if any, viable or attractive alternatives. Though it's not as bleak, financial...
January 10, 2017
John Hancock Retirement Plan Services will integrate NextCapital's digital 401(k) platform and begin offering its automated retirement plans and IRA rollovers over the next 12 months. NextCapital's robo-platform allows retirement plan participants...
Outlook for 2017: Strategists from Vanguard, Fidelity, Franklin Templeton, Ameriprise, BlackRock and others weigh in
December 20, 2016
Economists make predictions because people ask them to, and the same holds true for market strategists. Here's a roundup of predictions for 2017 from major fund companies and brokerages. VANGUARD: JOE DAVIS, CHIEF GLOBAL ECONOMIST, AND TEAM...
December 5, 2016
For providers of target-date funds, it's no longer enough to be a one-trick pony. Over the last several years, TDF managers have engaged in a marketing bonanza of new products to stand out in an increasingly competitive — and lucrative —...
October 27, 2016
Financial advisers increasingly worried about serving aging clients who may suffer from dementia or even Alzheimer's Disease can begin to look toward technology for some relief. New fintech efforts focus on arming financial advisers with tools...
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