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Contentious ESG label dethroning green bonds, says former HSBC banker
ESG JUL 20, 2023
Contentious ESG label dethroning green bonds, says former HSBC banker

While sustainability-linked bonds have come in for some criticism, they have the potential to dominate the roughly $6 trillion ethical debt market.

US SIF's new CEO talks ESG challenges, opportunities for advisors
ESG JUL 20, 2023
US SIF's new CEO talks ESG challenges, opportunities for advisors

It's a turbulent time for ESG in the U.S., but financial advisors can benefit from learning more about the topic, Maria Lettini says.

ETF strategy designed for night owls gets a wake-up call
RIAS JUL 20, 2023
ETF strategy designed for night owls gets a wake-up call

NightShares shutters two ETFs that only invest when the market is closed.

Your 401(k) likely includes military weapons holdings
RETIREMENT PLANNING JUL 19, 2023
Your 401(k) likely includes military weapons holdings

Many of the top US fund companies have exposure to companies that make controversial weapons, As You Sow found.

Wall Street earnings, AI stocks push S&P 500 higher
EQUITIES JUL 19, 2023
Wall Street earnings, AI stocks push S&P 500 higher

But markets are still uncertain about Fed’s moves, with data inconclusive.

FPA rolls out welcome mat for alternative investments
RIAS JUL 18, 2023
FPA rolls out welcome mat for alternative investments

A partnership with the Chartered Alternative Investment Analyst Association will help FPA members educate themselves and their clients about alternatives.

Global bond ETF AUM passes $2 trillion milestone, doubling in just 4 years
MUTUAL FUNDS JUL 18, 2023
Global bond ETF AUM passes $2 trillion milestone, doubling in just 4 years

Exponential growth has propelled and transformed the market says BlackRock.

Young people far more likely to invest in ETFs than over 55s, says Invesco
MUTUAL FUNDS JUL 18, 2023
Young people far more likely to invest in ETFs than over 55s, says Invesco

Survey of retail investors also reveals why some private investors do not hold ETFs in their portfolios.

ESG litmus test intensifies as 2024 elections loom
RETIREMENT PLANNING JUL 17, 2023
ESG litmus test intensifies as 2024 elections loom

A campaign against the use of ESG factors to manage assets for public workers has snowballed; the issue has also been a focus in Congress.

BlackRock bringing proxy-voting choice to retail investors in its largest ETF
ESG JUL 17, 2023
BlackRock bringing proxy-voting choice to retail investors in its largest ETF

More than three million shareholder accounts in BlackRock's iShares Core S&P 500 ETF will be able to vote.

Stifel advisor facing $23.5 million in investor claims over structured notes
ALTERNATIVES JUL 17, 2023
Stifel advisor facing $23.5 million in investor claims over structured notes

The Miami Beach, Florida-based advisor, Chuck Roberts, is a 33-year industry veteran and has worked at Stifel since 2016.

401(k)s need private equity and real estate, study says
RETIREMENT PLANNING JUL 17, 2023
401(k)s need private equity and real estate, study says

If plans can address liquidity and valuation concerns, they could benefit from higher returns, Georgetown CRI found.

Potential economic storms prompt investors to leave Cathie Wood's ARK
MUTUAL FUNDS JUL 17, 2023
Potential economic storms prompt investors to leave Cathie Wood's ARK

Economic uncertainty means investors want to see profits, but is the seasoned investor concerned about outflows despite her funds' rally?

US venture capital funding slumped 49% in 2023
ALTERNATIVES JUL 17, 2023
US venture capital funding slumped 49% in 2023

Activity was down sharply in the first half of 2023 compared to the same time last year.

Alternative fund managers says regulation is their biggest concern right now
ALTERNATIVES JUL 17, 2023
Alternative fund managers says regulation is their biggest concern right now

International research also found that reporting and liquidity are challenges for the industry’s successful fundraising.

Are we set for a bonds bonanza?
ETFS JUL 14, 2023
Are we set for a bonds bonanza?

BlackRock hails once-in-a-generation opportunity as advisor urges investors not to forget long-term goals.

Advisors pulled out of equities, increased exposure to alts in 2022
ALTERNATIVES JUL 14, 2023
Advisors pulled out of equities, increased exposure to alts in 2022

Just because alts have been democratized doesn’t mean they're a fit for everyone, advisor warns.

DFA request for ETF share classes marks tipping point for legacy fund companies
RIAS JUL 14, 2023
DFA request for ETF share classes marks tipping point for legacy fund companies

The $614 billion asset manager is applying a full-court press to take advantage of an expired Vanguard patent.

AI can expose 'very real' ESG risks, says UBS exec
FINTECH JUL 14, 2023
AI can expose 'very real' ESG risks, says UBS exec

For example, artificial intelligence could help with the threat of deforestation by tracking 'land use change and geospatial mapping.'

Gensler's SEC crypto clampdown hits legal speed bump
ALTERNATIVES JUL 14, 2023
Gensler's SEC crypto clampdown hits legal speed bump

A U.S. District Court judge pushes back against the SEC's attempt to regulate Ripple XRP token.