Investing

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Americans believe sustainable funds can offer higher returns
ESG SEP 23, 2020
Americans believe sustainable funds can offer higher returns

The Schroders survey found only 4% of respondents wouldn’t invest because they fear worse performance

8 questions analysts should ask in the wake of BLM
OPINION SEP 23, 2020
8 questions analysts should ask in the wake of BLM

Hold companies accountable during this earnings season for their promises of racial equity

Investors paying more attention to the S in ESG: Survey
ESG SEP 22, 2020
Investors paying more attention to the S in ESG: Survey

Governance is still tops, but the pandemic has led to more concern about social factors

When clients want to ride out the rest of the year in cash
PRACTICE MANAGEMENT SEP 22, 2020
When clients want to ride out the rest of the year in cash

Advisers are spending more time 'talking clients off the ledge'

How tech tools are expanding access to ESG investing
FINTECH SEP 21, 2020
How tech tools are expanding access to ESG investing

Experts from Charles Schwab, Merrill Lynch and Fidelity address how advisers can use digital tools to increase investor engagement

New Schlichter lawsuit targets MEP
RETIREMENT PLANNING SEP 18, 2020
New Schlichter lawsuit targets MEP

The prominent 401(k) litigation firm filed a class-action lawsuit this week against Pentegra Retirement Services

Q&A: NYU sustainable business expert on U.S. election outcome
ESG SEP 18, 2020
Q&A: NYU sustainable business expert on U.S. election outcome

What will happen to business’s growing dedication to ESG after November presidential votes are in?

Even Fidelity's star manager frets about Robinhood
MUTUAL FUNDS SEP 18, 2020
Even Fidelity's star manager frets about Robinhood

Will Danoff, who manages $230 billion for the fund giant, notes that mutual funds have become less popular with investors

Private fund group lobbies to get products in 401(k)s
RETIREMENT PLANNING SEP 17, 2020
Private fund group lobbies to get products in 401(k)s

The Institute for Portfolio Alternatives says lawmakers are receptive to its diversification pitch

PE to fuel insurance industry M&A: Report
ALTERNATIVES SEP 17, 2020
PE to fuel insurance industry M&A: Report

Deals are likely to start happening more often and will be led by private equity, a report from Cerulli Associates suggests

OpenInvest launches ESG reporting software
FINTECH SEP 16, 2020
OpenInvest launches ESG reporting software

Advisers will have an easier time exposing clients to companies that meet customizable environmental, social and governance guidelines

How one 401(k) firm says it is bulking up amid the pandemic
RETIREMENT PLANNING SEP 16, 2020
How one 401(k) firm says it is bulking up amid the pandemic

Human Interest is hiring staff and getting rid of certain fees

Morningstar conference takes hard look at active management
ESG SEP 16, 2020
Morningstar conference takes hard look at active management

The keynote presentation examined why active managers are a crucial ingredient of an efficient market

JPMorgan says $200 billion could exit stocks this quarter
EQUITIES SEP 16, 2020
JPMorgan says $200 billion could exit stocks this quarter

Sovereign wealth funds and pension funds are likely to rebalance their portfolios after the equity market's big run-up

Sutter Health hit with second lawsuit over $3.7 billion DC plan
RETIREMENT PLANNING SEP 15, 2020
Sutter Health hit with second lawsuit over $3.7 billion DC plan

The class-action cases point to allegedly excessive investment management fees

ESG assets expected to top $53 trillion by 2022: Celent
ESG SEP 15, 2020
ESG assets expected to top $53 trillion by 2022: Celent

Social, economic and market factors are accelerating investor appetite for a more sustainable approach to investing

80% of older workers financially illiterate: Survey
RETIREMENT PLANNING SEP 15, 2020
80% of older workers financially illiterate: Survey

The results show retirement will be an uncertain time for many, according to The American College of Financial Services

Apollo joins other private equity players in impact investing arena
ALTERNATIVES SEP 15, 2020
Apollo joins other private equity players in impact investing arena

Leaders say new platform will incorporate Apollo's secret sauce and will target later stage companies

Steve Cohen strikes deal to buy New York Mets
ALTERNATIVES SEP 15, 2020
Steve Cohen strikes deal to buy New York Mets

The billionaire hedge fund manager rooted for the team while growing up on Long Island

ESG could thrive in 401(k) plans, despite DOL rule
RETIREMENT PLANNING SEP 14, 2020
ESG could thrive in 401(k) plans, despite DOL rule

Even as the regulator moves to stem the funds in retirement plans, there are ample opportunities, according to speakers at the NAPA 401(k) Summit