Portfolio

Baldwin Brothers, a Massachusetts-based wealth management firm and family office with $1 billion AUM, launches sustainable wealth management platform, Arjuna Capital.

Alternative mutual fund shop Simple Alternatives has added Clark Jones as a portfolio manager expanding the investment team managing the firms’ flagship S1 Fund (SONEX).

The global exchange-traded product industry recorded its best Q1 on record amassing flows of $70.1 billion compared to the previous record of $65.5 billion set last year, according to Blackrock’s latest ETP Landscape Monthly Snapshot.

The debate over whether large banks are still "too big to fail" has spread like wildfire in recent months.

Stadion Money Management has launched the Stadion Market Opportunity Fund, which will bet on broad market, sector/region and commodity exchange-traded funds.

Dynasty Financial Partners, the fast-growing outsourcing provider for high-end wealth managers and breakaway brokers, is expanding its reach in the Midwest.

The majority of asset managers have increased their resources dedicated to the bank trust channel, according to new research from Cerulli Associates.

iShares is currently prepping the MSCI Colombia Capped ETF to launch within the next few months.

Investors have major trust issues with their advisors.

Logan Circle Partners, a subsidiary of Fortress Investment Goup, said Monday that it has hired a Goldman Sachs Asset Management (GSAM) lead investment officer to head a new growth equities team.