Asset allocations

American Friends’ new database joins the expanding research and products on the marketplace, which experts say is at $17 trillion in assets — with room to grow.

New products constructed on more stringent ESG criteria than the so-called greenwashers often can’t be accessed through large wealth managers.

While US investors lag Asia and Europe, their perception of cryptocurrencies as an investment class, not a currency, is rising.

The world's largest asset managers voted against many more directors than the previous year based on climate and racial equity issues.

Titan plans to challenge Fidelity and BlackRock and attract younger generations to active investing.

After hiring Kara Murphy, the wealth manager aims to roll out investment management research and modeling tools for more than 2,400 advisors.

A state treasurer’s program in collaboration with the Ford Foundation has attracted 18 firms including UBS, BlackRock, Morgan Stanley, Citi and Goldman Sachs.

A research and methodology company with a star-studded board launched the product with an eye toward advisors, retail clients and institutional investors.

“Honestly, it’s a little frightening,” said Joel Schiffman, who oversees defined contribution products in North America for Schroders.

A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.