Coronavirus

Despite growing to about $1.1 trillion in AUM, senior executives made a series of bets to keep pace in a changing industry that have yet to pay off.

Trading under the ticker EFIV, the fund will exclude companies involved with tobacco-related products and weapons.

The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.

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.

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.

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

There has been increased demand for havens amid a resurgence in coronavirus cases, flaring political tensions and a weaker dollar.