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Advisers should bring up ESG with clients, before they ask

October 12, 2019

Not so long ago, analyzing investments through the lens of environmental, social and governance criteria was considered a fringe practice that appealed to a very small segment of the investing public. [More: Why aren't advisers warming up to...

Ken Fisher barred from Tiburon Events, apologizes for offensive comments

October 10, 2019

Two days after billionaire Ken Fisher made a series of offensive comments at an event that were condemned by attendees, he now says he's really sorry. [More: Ken Fisher's crude comments drag Tiburon CEO Summit into the mud] "Some of the words...

How often should an advisor rebalance ETF portfolios?

October 10, 2019

Periodic portfolio rebalancing is an accepted and recommended tool in modern financial planning. Its purpose, of course, is to maintain the allocation that an advisor and client determine to be optimal in reaching agreed-upon investment goals....

IRS releases new guidance on cryptocurrency

October 9, 2019

Cryptocurrency holders know more about what the Internal Revenue Service expects to see on their tax returns, thanks to new guidance from the agency. [More:​ IRS takes on cryptocurrencies] The IRS released a ruling and a question-and-answer...

Gold ETFs post longest run in a decade

October 9, 2019

As global tensions escalate and signs of a slowdown mount, more investors are turning to gold. Worldwide holdings in bullion-backed exchange-traded funds have expanded for 17 days in a row, the longest run of inflows since 2009. The total stash...

SEC probing compensation, sales practices in 403(b) plans for school districts

October 8, 2019

The Securities and Exchange Commission appears to be launching a broad investigation of compensation and sales practices in defined-contribution plans for school districts, an atypical move that targets a segment of the market frequently lambasted...

Why Bill Simonet is helping his fellow veterans

October 8, 2019

Bill Simonet is on a mission. The former Marine, who served two tours of duty in Iraq, is committed to helping veterans better manage their financial affairs through his Simonet Financial Group, a registered investment adviser located in Kyle,...

Barclays offers first zero-fee ETNs

October 8, 2019

Barclays is opening a new front in a brutal price war between asset managers. The British bank is starting the first no-fee exchange-traded notes in the U.S., joining a growing number of institutions that are offering investors their products...

RIAs: Seize this moment to invest in talent

October 7, 2019

The advisory business has experienced phenomenal expansion in recent years, a testament to the shift toward a fiduciary standard that's been driven by changing investor preferences. Yet, even firms that are achieving healthy top-line growth...

ARCP class action investors get 50 cents on the dollar: Attorneys

October 7, 2019

The $1 billion settlement last month between investors and the real estate investment trust formerly known as American Realty Capital Properties Inc. included an unusually large recovery for the claimants of close to fifty cents on the dollar,...

401(k) plans lag in ESG investing

October 5, 2019

American investors have been pouring money into funds focused on environmental and social good, but among those investors has been one notable exception: participants in workplace retirement plans. But this is likely to change according to experts,...

Spotlighting sustainability

October 5, 2019

Bee Rescuer Amit Godse, founder of social enterprise Bee Basket, strives to save the world by saving the bees, one of the planet's most laborious and under appreciated insects. Country of origin: India Country of filming: India Director: Bidit...

Green bond market just getting started

October 5, 2019

The $50 trillion global bond market might be more than three times the size of the global equity market, but when it comes to adopting environmental, social and governance strategies, the fixed-income market is just getting started. A lack of...

Why aren't advisers warming up to ESG?

October 5, 2019

The idea of investing to make money — and to make the world a better place — is becoming as common as buying an index fund. More people want to align their capital with their values nowadays, and they want to invest in companies that are...

Welcome to the middle. The sector of under appreciated over achievers.

October 4, 2019

Like an investment secret hiding in plain sight, mid-cap companies have long offered better growth potential than large caps with less downside risk than small caps.1 Making the middle an overlooked potential sweet spot. So, State Street Global...

JPMorgan, BlackRock say investors too cautious on repeat of 2008

October 4, 2019

Investors are pumping the brakes too hard on equities amid concern a repeat of the 2008 financial crisis is around the corner, according to JPMorgan Chase & Co. and BlackRock Inc. Anastasia Amoroso, a global investment strategist at JPMorgan...

Morningstar ratings to begin incorporating ESG risk next month

October 4, 2019

Every day I see more evidence that sustainable investing is taking hold. Glancing at CNBC last month, there was Josh Brown exclaiming that "ESG and people investing in a socially responsible way is the megatrend of our generation and younger."...

Riskalyze launches multi-custodial trading tool

October 3, 2019

Riskalyze continued expanding beyond its roots as a digital risk assessment tool with the reveal of new automated trading technology on Thursday at the fintech firm's annual Fearless Investing Summit in Boston. Built in partnership with Flyer,...

Investigation into 403(b) costs, sales could be an A+ for teachers

October 3, 2019

New York's investigation 403(b) plan costs and sales tactics used by insurers is welcome action from regulators that will hopefully be accompanied by long-overdue reforms and financial relief for vulnerable consumers. The exploited consumers...

ETrade hints at commission cuts on social media

October 2, 2019

In the wake of Tuesday's news that both Charles Schwab Corp. and TD Ameritrade Holding Corp. are eliminating brokerage commissions for U.S. stocks, ETFs and options, ETrade Financial Corp. has become a target of inquiry on social media. Viewed...

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