Investing

Displaying 13191 results
Vanguard makes history with first $1 trillion equity fund
MUTUAL FUNDS DEC 16, 2020
Vanguard makes history with first $1 trillion equity fund

Vanguard Total Stock Market Index Fund includes both a mutual fund and an ETF

Morningstar and iShares team to revamp indexes
MUTUAL FUNDS DEC 15, 2020
Morningstar and iShares team to revamp indexes

iShares Morningstar ETF suite will track Morningstar's new index family

House lawmakers introduce legislation to promote sustainable investing
RETIREMENT PLANNING DEC 14, 2020
House lawmakers introduce legislation to promote sustainable investing

The measure, led by Rep. Andy Levin, would require advisers to consider environmental, social and governance factors in investment decisions

How much are nontraded REITs really worth?
OPINION DEC 10, 2020
How much are nontraded REITs really worth?

Advisers don't like it when REIT valuations bounce all over the place

JPMorgan enters green ETF arena with carbon fund
ESG DEC 10, 2020
JPMorgan enters green ETF arena with carbon fund

The passive fund tracks a gauge that screens the Russell 1000 Index for companies trying to reduce their carbon footprint

New York pension fund pledges net-zero emissions by 2040
ESG DEC 09, 2020
New York pension fund pledges net-zero emissions by 2040

The fund also said it may divest from the riskiest oil and gas companies by 2025

Model portfolio assets hit $4.1 trillion in Q3
FINTECH DEC 08, 2020
Model portfolio assets hit $4.1 trillion in Q3

More than half of advisers say they expect to increase usage, according to a new survey by Broadridge Financial

Vanguard makes rare retreat as price war starts to take toll
MUTUAL FUNDS DEC 08, 2020
Vanguard makes rare retreat as price war starts to take toll

Net flows for the asset manager slowed in 2020 as rivals continued to roll out similar products and amid the rise of robo advice and almost-free trades

Maxine Waters urges Biden administration to overturn Reg BI
ALTERNATIVES DEC 07, 2020
Maxine Waters urges Biden administration to overturn Reg BI

The Chair of the House Financial Services Committee also targeted rules surrounding opening up private markets

Deutsche Bank ties executive compensation to ESG goals
ESG DEC 07, 2020
Deutsche Bank ties executive compensation to ESG goals

Starting next year, bank will measure volume of investments that comply with ESG criteria and how bank is rated on sustainability

Clients’ charitable interests provide openings for ESG conversations
ESG DEC 03, 2020
Clients’ charitable interests provide openings for ESG conversations

It’s as much about returns as about values, IN ESG Summit participants say

ESG pioneer tells financial advisers to get on the bandwagon
ESG DEC 03, 2020
ESG pioneer tells financial advisers to get on the bandwagon

Amy Domini kicks off ESG summit, and two advisers explain how to get on board

Debut ETF issuers hit record this year
MUTUAL FUNDS DEC 03, 2020
Debut ETF issuers hit record this year

New rules that made launches easier and the SEC's approval of nontransparent funds have inspired 14 new firms to enter the market this year

Fund companies see target-dates adding annuities in future: Report
RETIREMENT PLANNING DEC 02, 2020
Fund companies see target-dates adding annuities in future: Report

The all-in-one products could also eventually include private equity, Cerulli Associates found

Record-shattering flows into stock ETFs leave bond funds in dust
MUTUAL FUNDS DEC 02, 2020
Record-shattering flows into stock ETFs leave bond funds in dust

Equity ETFs attracted a record $81 billion as stocks rallied in November

Companies that support LGBTQ-inclusive policies outperform: Credit Suisse
PRACTICE MANAGEMENT DEC 01, 2020
Companies that support LGBTQ-inclusive policies outperform: Credit Suisse

These companies more easily attract and retain talent, according to analysts

Hottest debate on Wall Street is Bitcoin versus gold
ALTERNATIVES DEC 01, 2020
Hottest debate on Wall Street is Bitcoin versus gold

Bitcoin shot to a record just as billions of dollars have fled gold, renewing arguments about whether the digital currency can rival gold as an inflation hedge

BlackRock, Vanguard not that supportive of shareholder ESG resolutions
ESG NOV 30, 2020
BlackRock, Vanguard not that supportive of shareholder ESG resolutions

BlackRock voted in favor of just 11% of climate resolutions in the 12 months ended in August, while Vanguard voted in favor of 15%

How advisers can advocate for gender lens investing
ESG NOV 24, 2020
How advisers can advocate for gender lens investing

Gender lens investing is poised to give advisers an edge as ESG assets soar, but there are certain steps they need to take. Read on to find out more

Back-to-normal rally drives Dow above 30,000 for first time
EQUITIES NOV 24, 2020
Back-to-normal rally drives Dow above 30,000 for first time

Gains reflect hopes that vaccines and a peaceful presidential transition could give the economy a boost