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The latest in financial #AdviserTech — December 2020
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
BlackRock sees ‘advantageous’ trade in dividend stocks next year
Dividend payers are back in favor and may continue to beat bonds in a world of historically low rates
State Street looking at options for asset management unit
The company has evaluated potential combinations with the asset management operations of rivals
BlackRock, Vanguard not that supportive of shareholder ESG resolutions
BlackRock voted in favor of just 11% of climate resolutions in the 12 months ended in August, while Vanguard voted in favor of 15%
Tesla FOMO puts focus on direct indexing
The electric car maker is about to join the S&P, but investors in S&P 500 index funds have missed a huge rally in the company’s shares
BlackRock to acquire SMA provider Aperio for $1 billion
Aperio manages about $36 billion in separately managed accounts
BlackRock launches small-cap value ETF, defying market trends
Both small-cap shares and value strategies have taken a beating this year as the coronavirus sparked an economic crisis
BlackRock, Schwab, Fidelity press SEC for wider digital delivery of investment documents
Electronic delivery should be the default communication method for investors, according to a letter sent to the agency this month
BlackRock strategists cool on credit
The firm's research arm sees investment-bond bonds hampered by frothy valuations and rising interest-rate risk, but are somewhat bullish on junk-rated debt
Booming model portfolios may be moving markets
So much money is now tied up in this approach that adjustments to portfolios are being blamed for some dramatic ETF flows recently
BlackRock expects bond ETF assets to hit $2 trillion by 2024
Institutional investors like insurance companies and pension funds learned to appreciate bond ETFs amid the volatility in March
Vanguard surpasses BlackRock in ETF inflows during first half
Market volatility triggered selling by the types of active traders who use BlackRock's iShares funds
BlackRock cuts fees on three core ETFs
The asset manager is reducing the cost of key iShare funds by one basis point
Fink promises to boost black employees at BlackRock 30% by 2024
The CEO also said the asset manager will double the portion of senior executives who are black, from 3% currently
BlackRock rolls out six ESG ETFs
The funds' debut follows BlackRock CEO Larry Fink's pledge in January to increase sustainable ETF offerings
BlackRock plans ETF focused on remote-work companies
Its move follows Direxion's April announcement of a 'work-from-home' fund
BlackRock files to license nontransparent ETF structure
The asset manager will use Precidian Investments' ActiveShares model
Vanguard struggling to break into European ETF market
Eight years after it launched its first European ETFs, the giant asset manager has less than 6% of the market, compared with BlackRock's 45%
BlackRock attracts asset managers, wealth funds as PNC exits
Eight strategic investors accounted for 80% of the orders for PNC's stake in the giant fund company
BlackRock to mix target-dates and annuities
The product is designed to be fully liquid and includes contracts from two insurers
