Displaying 7 results
American Funds gets the trophy at Lipper Awards
In the economic aftermath of the pandemic, some strategies performed better than others.
Premium fees and so-so returns on some ‘ESG’ funds
Products that have high sustainability scores but aren't necessarily labeled as ESG are cheaper, according to a YCharts report.
ESG ETF flows down in Q1
Sales were the second-highest ever but still far behind those from a year ago, according to ETFGI.
Top exchange-traded funds in the first quarter
These charts are based on data from Refinitiv Lipper, an LSEG business, and reflect data through March 31.
UBS taps Refinitiv data for adviser workstation
The partnership builds on the $3.5 billion the wirehouse spends annually on technology investments
Refinitiv upgrades digital tools with Advisor Software purchase
The acquisition comes just one month after Refinitiv launched the Digital Investor tool
Refinitiv launches Digital Investor tool for wealth managers
The product builds on the firm's long-term goal to become a powerhouse in the financial advice industry
