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First client for State Street's target-date and annuity feature is a $35B plan group
RETIREMENT PLANNING NOV 30, 2021
First client for State Street's target-date and annuity feature is a $35B plan group

State Street's product is far from being the first in the DC market — but the plans using it are potentially the largest to opt for a target-date series paired with an insurance feature.

Q3 2021 fixed-income mutual funds
MUTUAL FUNDS NOV 30, 2021
Q3 2021 fixed-income mutual funds

Q3 2021 top equity mutual funds
MUTUAL FUNDS NOV 29, 2021
Q3 2021 top equity mutual funds

Q3 2021 top equity ETFs
ETFS NOV 29, 2021
Q3 2021 top equity ETFs

Q3 2021 top fixed-income ETFs
ETFS NOV 29, 2021
Q3 2021 top fixed-income ETFs

The top 50 fixed-income exchange-traded funds ranked by quarterly returns.

Vanguard plants flag in China with active equity fund
EQUITIES NOV 29, 2021
Vanguard plants flag in China with active equity fund

In a change of pace for the big provider of index funds, Vanguard has filed to launch an actively managed fund focused on a single country.

Fintech, direct indexing are bringing ESG into focus
FINTECH NOV 24, 2021
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.

CITs continue taking over in 401(k)s, but the change isn't always easy
RETIREMENT PLANNING NOV 22, 2021
CITs continue taking over in 401(k)s, but the change isn't always easy

CITs are on track to surpass mutual funds in target-date assets. Participants in 401(k)s that use CITs often stand to save a few basis points or more.

On inflation, advisers hope for the best, prepare for the worst
EQUITIES NOV 22, 2021
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.

Citi to hire 100 for push into digital assets
ALTERNATIVES NOV 22, 2021
Citi to hire 100 for push into digital assets

As part of the effort, the bank tapped Puneet Singhvi to be its new head of digital assets inside the institutional clients group.

Carbon offsets have an integrity problem; COP26 may help fix that
ESG NOV 19, 2021
Carbon offsets have an integrity problem; COP26 may help fix that

The agreement reached at last week's climate meeting may help boost confidence in the voluntary market for carbon credits.

IRS expects crypto seizures worth billions of dollars in 2022
ALTERNATIVES NOV 19, 2021
IRS expects crypto seizures worth billions of dollars in 2022

The agency seized $3.5 billion worth of cryptocurrencies in fiscal 2021, accounting for 93% of all assets seized, and an IRS official says he expects that trend to continue next year.

Robo-advisers brace portfolios for rising inflation
EQUITIES NOV 17, 2021
Robo-advisers brace portfolios for rising inflation

As the stock market slowed in the third quarter, investors continued to process multiple market influences underscored by supply chain disruptions and pent-up demand from reopening economies.

Invesco offers sustainability version of its S&P 500 ETF
ESG NOV 17, 2021
Invesco offers sustainability version of its S&P 500 ETF

The Invesco ESG S&P 500 Equal Weight ETF will invest in companies considered leaders in ESG metrics; Apple, Facebook parent Meta and Tesla are among the companies that will be excluded from the fund initially.

Third Bitcoin futures ETF launches
ALTERNATIVES NOV 16, 2021
Third Bitcoin futures ETF launches

The VanEck Bitcoin Strategy ETF began trading after a multiweek wait, and days after the SEC rejected the firm's proposal for an ETF that would hold Bitcoin directly.

Dimensional signals big ETF push
MUTUAL FUNDS NOV 16, 2021
Dimensional signals big ETF push

The quant investing firm is launching four fixed-income exchange-traded funds Tuesday and is planning 10 more stock ETFs, an SEC filing shows.

Deluge of ESG funds risks breaking point
ESG NOV 15, 2021
Deluge of ESG funds risks breaking point

The many new ESG funds being launched threaten to test the limits of investor demand.

Future challenges for the advice business
RETIREMENT PLANNING NOV 15, 2021
Future challenges for the advice business

Seven industry notables offer their views on what the financial advice business will look like in coming years.

COP26 seals climate deal after major compromises
ESG NOV 14, 2021
COP26 seals climate deal after major compromises

Negotiators from almost 200 countries clinched a deal that seeks to keep the most ambitious goal of the Paris Agreement alive, but punted the hardest decisions into the future.​​

Breathing new life into old-school 60/40 models
EQUITIES NOV 12, 2021
Breathing new life into old-school 60/40 models

As more advisers and pundits lean toward heavier allocations to stocks over bonds, there are still ways and reasons to benefit from fixed income.