Investing

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Evergrande blowup hits stocks with little link to China

The chain reaction to the Chinese property owner's woes may say more about the extreme attitude of global risk assets than it does about economic contagion.

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For this adviser, socially responsible investing comes first

James Katz tailors his RIA, Humankind Investments, to serve clients who place the greater good at the top of mind.

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Market contagion tests China’s resolve on Evergrande

Investors Monday rushed to price in the risk that China will miscalculate as it moves to curb its property market excesses without derailing the economy.

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RBC to pay SEC $800,000 for muni offering violations

The agency says the firm favored ‘flippers’ over institutional and retail clients when it allocated newly issued municipal bonds.

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Invesco reportedly in talks with State Street regarding asset management unit

The deal would be a big one, given that State Street Global Advisors, the bank's asset management unit, has about $4 trillion in assets.

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ETFs could lose key tax advantage

Draft legislation from Senate Finance Committee Chairman Ron Wyden of Oregon would end a system of deferred taxes on capital gains linked to ETFs.

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GPB sells top auto-dealership asset for $880 million

The deal looks like a positive development for confused and cash-starved investors and financial advisers who sold the private placements.

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SALT conference panel demystifies crypto custody concerns

Crypto custodians must provide the same types of institutional infrastructure available to any other asset classes.

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How crypto is attracting millennial millionaires to financial advice

SALT conference panelists say millennials' heightened interest in crypto investing comes amid the largest generational transfer of wealth.

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Gensler defends ESG disclosures against Republican backlash

GOP senators assert that the SEC's effort to expand ESG reporting pushes a social policy agenda, while the SEC chair says agency is reacting to investors' demands for more information.

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VanEck launches first sustainable muni ETF

Municipal bond exchange-traded funds have attracted a record amount of cash this year as investors try to shield income from potentially higher levies under the Biden administration.

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ESG loyalty will be tested as performance starts to lag

A report shows that the ESG investment category 'got lucky' by benefiting from high-profile climate disasters.

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Inflation expectations hit 4% among consumers, Fed says

Consumers' medium-term outlook for inflation rose to the highest level seen since the Federal Reserve Bank of New York began its survey series in 2013.

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Annuities are now a big business for PE firms

Private equity firms' insurance companies accounted for more than 40% of all indexed annuity sales industrywide during the second quarter.

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iCapital offers digital currency investing via Grayscale

iCapital’s advisers can access digital currency investments for their clients through a Grayscale diversified market-cap weighted investment.

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Tech platforms ease investing in alts

Technology is opening up access to alternative investments, often getting around high minimums by combining multiple, smaller investments into a single fund.

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Alts may provide the lift 60-40 portfolios need

As the traditional blend of stocks and bonds is undermined by persistently low interest rates, advisers are turning to alternative investments to achieve both higher returns and diversification. But alts pose their own challenges.

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Financial advisers hone their focus on ESG strategies

As investor demand grows, advisers are realizing they need to step up their ESG game.

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How online trading apps are changing the market

The 6 million people who downloaded trading apps in January alone represent a new breed of retail investor that is younger, earns a lower income and is more racially diverse than any investment cohort the industry has seen.

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Fund industry wants lower fees for document delivery

The Investment Company Institute says 25 cents per emailed document is excessive and hurts investors. Broadridge, a fintech firm that sends most proxies and other material to fund shareholders, asserts its system reduces costs for investors.