Portfolio

An iShares ETF investing in companies it says has “positive environmental, social and governance characteristics” has more than tripled gains of the S&P 500.

Perceptions on relationships, health, and lifestyle have also changed.

If approved, the firm would be able to issue its own ETFs, although they haven’t registered any individual funds yet.

Despite besting the broader market over the long-term, those at the top have underperformed in the first half of 2020.

Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value

At the height of pandemic-related job losses, 18.9% of Americans with disabilities were unemployed, data show.

A typical investment for Nuveen's $5.8 billion impact investing unit these days ranges from $20 million to $60 million, says its co-head.

The latest roundup of 32 IBD affiliation moves, M&A deals and expert studies reveals the mixed impact of the coronavirus.

“It’s going to flip everything on its head,” says one XY Planning Network advisor.

Recognizing the elephant — and donkey — in the room can lead to a broader conversation about long-term investing