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Q4 2021 top fixed-income mutual funds
MUTUAL FUNDS FEB 09, 2022
Q4 2021 top fixed-income mutual funds

Top 50 fixed-income funds ranked by quarterly returns, Top 25 fixed-income funds ranked by largest inflows, Top 25 fixed-income funds ranked by largest outflows

Q4 2021 top equity ETFs
MUTUAL FUNDS FEB 09, 2022
Q4 2021 top equity ETFs

Top 50 equity ETFs ranked by quarterly returns, Top 25 equity ETFs ranked by largest inflows, Top 25 equity ETFs ranked by largest outflows

Corporates' net-zero goals are 'misleading' and lack transparency
ESG FEB 09, 2022
Corporates' net-zero goals are 'misleading' and lack transparency

An assessment of 25 big companies' pledges found that most excluded the bulk of the emissions associated with their business.

Harbor Capital eyes mutual fund conversions in major ETF push
MUTUAL FUNDS FEB 09, 2022
Harbor Capital eyes mutual fund conversions in major ETF push

After launching its first ETFs in 2021, the Chicago-based firm wants to have as many as 12 by the end of the year.

Comments not likely to sway SEC to approve Bitcoin ETF
ALTERNATIVES FEB 08, 2022
Comments not likely to sway SEC to approve Bitcoin ETF

The SEC has rejected several Bitcoin ETF proposals because of concerns about potential investor harm tied to a crypto market it does not regulate.

Treasury official says the need for stablecoin legislation is ‘urgent’
ALTERNATIVES FEB 08, 2022
Treasury official says the need for stablecoin legislation is ‘urgent’

Treasury's Liang says that firms offering the coins should face the heightened scrutiny that lenders receive under U.S. rules.

Betterment acquires Makara in push into crypto market
ALTERNATIVES FEB 08, 2022
Betterment acquires Makara in push into crypto market

Once Betterment launches its own crypto tool using Makara's technology, the tool will be available to retail clients, as well as through Betterment For Advisors, the company's business-to-business platform.

Merchant Investment Management takes minority stake in $1 billion RIA
RIAS FEB 08, 2022
Merchant Investment Management takes minority stake in $1 billion RIA

The Chicago-area advisory firm, Inspirion Wealth Advisors, will use equity infusion to develop next-generation planners and potentially make acquisitions.

BlackRock to clients: Net zero is coming
ESG FEB 08, 2022
BlackRock to clients: Net zero is coming

A transition to zero net emissions has big implications for clients' portfolios and risk, the asset management firm said in a recent letter.

Billions flowing into cash-like ETFs ahead of Fed hike
MUTUAL FUNDS FEB 08, 2022
Billions flowing into cash-like ETFs ahead of Fed hike

Traders are moving into exchange-traded funds focused on ultra-short instruments like Treasury bills, while offloading ETFs holding longer-dated debt.

The SEC wants to know your views on Bitcoin ETFs
ALTERNATIVES FEB 07, 2022
The SEC wants to know your views on Bitcoin ETFs

The agency is asking the public to comment on recent applications for exchange-traded funds linked directly to the price of Bitcoin and whether such funds could be a vehicle for fraud.

Digital asset industry group forms to promote market confidence
ALTERNATIVES FEB 07, 2022
Digital asset industry group forms to promote market confidence

The Crypto Market Integrity Coalition is amendable to regulation and wants to help shape it. The 17 members signed a pledge to combat fraud and manipulation and ensure fair digital markets.

Institutional investors back in charge of stock market as Fed awakens big money
ALTERNATIVES FEB 07, 2022
Institutional investors back in charge of stock market as Fed awakens big money

Retail buying dwarfed by institutional selling in January as the value of daily trading rises faster than the number of shares.

The weight-bearing capacity of Larry Fink’s fine line
OPINION FEB 07, 2022
The weight-bearing capacity of Larry Fink’s fine line

BlackRock's CEO needs to recast the conversation into the framework of governance, because E and S won’t amount to much if they aren’t backed by better governance.

Merchant Investment Management takes stake in Minnesota RIA
RIAS FEB 04, 2022
Merchant Investment Management takes stake in Minnesota RIA

Summit Investment Advisory Services manages $490 million for clients in Minnesota, Wisconsin and Florida.

ETFs give advisers varied tools for fighting inflation
RIAS FEB 04, 2022
ETFs give advisers varied tools for fighting inflation

The new Amplify Inflation Fighter ETF joins a short list of strategies designed to hedge and leverage price pressures.

Carlyle pledges net zero by 2050
ALTERNATIVES FEB 04, 2022
Carlyle pledges net zero by 2050

The PE firm emphasized working with companies to change their practices rather than divesting from those with unfavorable climate change characteristics.

Behind that bombshell shareholder vote at Costco
ALTERNATIVES FEB 03, 2022
Behind that bombshell shareholder vote at Costco

Several institutional investors favored a resolution to reduce the company's greenhouse gas emissions, which passed with 70% approval

Kuh named Morningstar Indexes' first head of ESG strategy
PRACTICE MANAGEMENT FEB 03, 2022
Kuh named Morningstar Indexes' first head of ESG strategy

The former head of ESG indexes at MSCI will help drive sustainable investment initiatives.

Cryptocurrency giant launches push to become ‘world-class ETF issuer’
ALTERNATIVES FEB 03, 2022
Cryptocurrency giant launches push to become ‘world-class ETF issuer’

Future of Finance ETF is designed to track companies that are 'actively building and advancing the digital economy.'