Displaying 37 results
MyVest announces tax-aware portfolio transition upgrades
The fintech firm’s latest update simplifies processes for legacy portfolios, with features for tax-efficient transition management.
California-based Dunham unveils retirement income program
Service aims to help advisors with retired and pre-retiree clients with an algorithmic strategy, tailored portfolios, and back-office support.
Boston wealth firm breaks new ground in portfolio personalization
New solution for RIAs and family offices speeds up investment management with innovative household wealth optimization feature.
Bucking the trend: Why some advisors refuse to outsource investment management
As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.
Northern Trust report upends traditional way of looking at risks versus returns
Institutional investors are over-diversifying and taking on too much uncompensated risk, leaving them with expensive index portfolios.
Alternatives become bigger slice of client portfolios as advisers seek shelter
Financial advisers hoping to steer clients away from market volatility and economic chaos are finding comfort in less-liquid strategies.
Riskalyze doubles down on fixed-income analysis
The risk-analysis platform plans to more than double its bond coverage by adding 800,000 more individual bonds this year.
Fintech, direct indexing are bringing ESG into focus
Research shows technology and customization are helping investors deal with the lack of clarity in the ESG space.
On inflation, advisers hope for the best, prepare for the worst
With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios.
Active cryptocurrency SMA aims to outperform Bitcoin
Leavenworth Capital has a short but impressive track record of actively trading cryptocurrencies to double the performance of Bitcoin this year.
Energy, financials, real estate sectors riding inflation wave
Investors are betting that fiscal and monetary policies will continue to fuel inflationary pressures.
J.P. Morgan acquisition of OpenInvest gives wealth managers another ESG tool
The bank is expected to pair OpenInvest with 55ip to enhance its private banking technology platform.
Investors flock to municipal bonds for yield and shelter
The $53 billion in assets flowing into tax-exempt municipal bond funds so far this year have already exceeded the inflows for all of last year.
Why ETF track records are becoming an afterthought
Shrugging off the once-coveted, three-year performance record, advisers are pouring billions of dollars in assets into funds with untested histories.
Market volatility focuses attention back on inflation risks
The historic government spending, combined with wage pressures, could be the catalyst for runaway inflation, according to experts. The S&P 500 Index, which is still up 9.5% from the start of the year, fell by nearly 4% early this week.
Federated Hermes takes advisers to school on ESG
The company's new Responsible Investing Institute taps into the growing appeal of ESG investing by giving financial advisers a road map to building portfolios and working with clients. Beyond the courses, the curriculum also include podcasts.
Keeping ESG investment performance in perspective
After 12-month returns in the triple digits, investors got a wake-up call when ESG funds came crashing back down to earth.
Facet Wealth subscription model poses threat to asset-based fees
The latest challenge to advisory fee models based on client assets is carving out a niche between robos and traditional financial planning.
Fund manager finds way around capital gains distributions
Huber Capital Management borrows a page from the exchange-traded fund industry to protect mutual fund investors from taxes.
Are 60-40 portfolios leading investors over a cliff?
The big increase in the U.S. M1 money supply could lead to inflationary pressures that will increase risks for the fixed-income portion of a 60-40 portfolio allocation.
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