Portfolio

Donor-advised funds increased their donations to charities last year in response to the COVID-19 pandemic, hitting the biggest levels in over a decade.

A Canadian investment manager disclosed the price tag of its minority stake in one of the fastest growing RIA consolidators.

A nonprofit research group compiled a growing list of products amid the question of whether the deluge of information and resources will result in systemic change.

Automated investing services use misleading language in marketing materials and portfolio management is not meeting fiduciary requirements.

With no standard definition of what constitutes a socially responsible investment, the SEC is looking to police funds and protect investors.

When given ESG data, investors didn’t change their trading patterns.

With over 40 ESG ratings, 150 rankings and 450 indices, a lack of standardization and transparency means scores can vary depending on which company is providing the rating.

Rather than look for an exit, the network of fee-only planners needs additional funding for new services, new technology.

A college professor and investment firm partner views real estate and venture funding as a crucial means of building generational wealth.

Charging clients a percentage of assets under management is still prevalent, but other types of fees are increasingly in the mix.