Self-directed investors are reaching thresholds that are starting to make professional financial advice more appealing.
A new Morningstar report presents proxy voting as a backdoor entry to ESG investing for retirement plan participants. As advocates pressure for simpler proxy voting procedures, retail investors could gain considerable leverage.
The Biden administration's record-setting government spending is seen as a path to higher inflation.
The agency lending platform joins a compact group of less than a dozen companies that enable funds to lend securities to be sold short.
Financial advisers continue to recommend hefty cash reserves yielding almost nothing and losing ground to inflation, under the premise that safety trumps yield.
After 12-month returns in the triple digits, investors got a wake-up call when ESG funds came crashing back down to earth.
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.
The flipside of the new Innovator Capital Management products is the performance is capped and they can be more expensive than some of the cheaper indexed options.
The equally weighted S&P 500 index has outperformed its cap-weighted counterpart this year.
Calvert and American Century bring home overall fund company awards, and a record 21 funds sweep their categories.
The industry is nowhere near settled on a common vernacular. The ESG space needs more clarity and writing off greenwashing is not helping anyone.
The popular market strategist and forecaster is making an exit, a spokesperson confirmed on Tuesday. Doll, 66, who has worked in investment management for 42 years, is expected to officially depart at the end of March.
The manager of the Infinity Q liquid alt fund was fired after being accused of fudging asset values. The fund could not value its assets for purposes of calculating its net asset value.
The funds are the first ETFs to track the environmental, social and governance versions of the indexes. The DWS suite of ESG ETFs come with a tracking error of about one percentage point.
The 84-year-old fund complex enters the ETF market with four funds, including two ESG strategies, and joins a host of fund companies seeking opportunities in the semitransparent space.
The fund rebalances gold and cash based on recent market volatility. It marks the first product from Wilshire Phoenix after the firm spent much of the past two years trying to get a bitcoin ETF approved by the SEC.
Stocks are up almost 12% since Election Day, and some advisers are already looking for a pullback. Biden's post-election rally stands out as the strongest since World War II.
There are now five companies offering downside protection through buffered ETFs, and two more firms with products in the filing stages
Gains reflect hopes that vaccines and a peaceful presidential transition could give the economy a boost
The strong equity performance so far this month means large investors like balanced mutual funds may need to shift money into bonds before year-end
