Investing

Displaying 13190 results
Capital Group yields to ETF craze, plans launch of active funds
ETFS AUG 24, 2021
Capital Group yields to ETF craze, plans launch of active funds

The sponsor of the American Funds mutual fund family will release six fully transparent exchange-traded funds in the first quarter.

Bitcoin mining is an 'existential threat' to crypto
ALTERNATIVES AUG 23, 2021
Bitcoin mining is an 'existential threat' to crypto

The process of mining cryptocurrency sops up more energy than entire nations. Lawmakers like Elizabeth Warren, and billionaires like Bill Gates, have recently called attention to the environmental impacts.

Active funds are a potential hazard in 401(k)s, guidebook for sponsors says
RETIREMENT PLANNING AUG 23, 2021
Active funds are a potential hazard in 401(k)s, guidebook for sponsors says

Identifying skilled managers is difficult, and plan sponsors should be careful about choosing active management, an online book from the CFA Institute Research Foundation notes.

5 major takeaways from the blockbuster IPCC report
OPINION AUG 20, 2021
5 major takeaways from the blockbuster IPCC report

Advisers should be thinking about how best to shield their clients from the threat that climate change poses to investors’ returns — and the stability of the entire financial system — in coming years.

Federated enters ETF market with 2 active bond funds
EQUITIES AUG 19, 2021
Federated enters ETF market with 2 active bond funds

The asset manager known mostly for its money market funds has high hopes for its late move into fast-growing exchange traded funds. The firm first filed plans to launch the fund 10 years ago.

SoFi fined $300,000 by SEC over proprietary fund sales
PRACTICE MANAGEMENT AUG 19, 2021
SoFi fined $300,000 by SEC over proprietary fund sales

The enforcement action centered on a decision in April 2019 to replace third-party ETFs in approximately 20,000 automated accounts with funds sponsored by the firm’s parent company, Social Finance Inc.

RIA makes lowball offer for former Schorsch BDC shares
ALTERNATIVES AUG 19, 2021
RIA makes lowball offer for former Schorsch BDC shares

MacKenzie Capital is offering investors of Business Development Corp. of America $2.50 per share compared to its recent value of $7.43.

Goldman Sachs buys Dutch money manager in $1.9 billion deal
ESG AUG 19, 2021
Goldman Sachs buys Dutch money manager in $1.9 billion deal

The acquisition of NN Investment Partners boosts the bank's European ties and gives it a toehold in the sustainable investing industry; about three-quarters of NN's investments are backed by ESG criteria.

Direct indexing emerges as must-have tool for tax management, ESG investing
RIAS AUG 17, 2021
Direct indexing emerges as must-have tool for tax management, ESG investing

The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.

Q2 2021 Top Fixed Income Mutual Funds
MUTUAL FUNDS AUG 16, 2021
Q2 2021 Top Fixed Income Mutual Funds

Q2 2021 Top Equity Mutual Funds
MUTUAL FUNDS AUG 16, 2021
Q2 2021 Top Equity Mutual Funds

Q2 2021 Fixed Income ETFs
MUTUAL FUNDS AUG 14, 2021
Q2 2021 Fixed Income ETFs

Q2 2021 Top Equity ETFs
MUTUAL FUNDS AUG 14, 2021
Q2 2021 Top Equity ETFs

Top 50 equity ETFs ranked by quarterly returns

Quant with $135 billion in assets adjusts ESG model
ESG AUG 13, 2021
Quant with $135 billion in assets adjusts ESG model

Man Group CIO of ESG funds says these investments have too short and bumpy a history to just back-test.

The parallel paths of ETFs and annuities
OPINION AUG 13, 2021
The parallel paths of ETFs and annuities

The questions that RIAs have about commission-free annuities right now are the very same questions they had just 15 years ago about exchange-traded funds, which are now a core part of client portfolios.

SRI or die: Time to get on board the responsible investing trend
OPINION AUG 13, 2021
SRI or die: Time to get on board the responsible investing trend

Advisers aren’t talking to their clients about SRI investing, or if they are, they aren’t taking it seriously — which will ultimately be to their own detriment.

GOP challenges SEC chief's bid to regulate cryptocurrency
ALTERNATIVES AUG 12, 2021
GOP challenges SEC chief's bid to regulate cryptocurrency

Rep. Patrick McHenry, R-N.C., argues that Gensler’s appeal to Congress for jurisdiction over cryptocurrency regulation is a 'power grab.'

Senate vote gives advocates for real estate tax break hope of protecting it
ALTERNATIVES AUG 12, 2021
Senate vote gives advocates for real estate tax break hope of protecting it

Lawmakers could decide to limit like-kind property exchanges as a way to pay for Biden administration spending priorities.

Flood of Bitcoin ETF filings  but cooling demand for funds
ALTERNATIVES AUG 12, 2021
Flood of Bitcoin ETF filings but cooling demand for funds

Digital asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018.

Hackers return funds from likely record crypto attack
ALTERNATIVES AUG 11, 2021
Hackers return funds from likely record crypto attack

After stealing $610 million from a DeFi protocol that lets users swap crypto tokens, the online thieves pledged to give back the money. So far, they've returned about $258 million.