The 70 million-strong cohort requires nothing less than constant technological innovation.

Many firms are modifying their ETFs’ existing mandates to be ESG-oriented without forcing investors to sell — and thus avoiding a tax bite.

It’s the best debut for any U.S. ETF this year, and a sign it’s not the only firm that sees potential in the sector.

Geospatial data may assist the muni industry with monitoring the economic impact of wildfires or natural disasters, an expert says.

Just 15% have incorporated ESG in their strategies, according to a report.

Advisors can use the information to build custom, values-based portfolios for their clients.

Whether it’s AI managing regulations or nextgen tools acting as data scientists, executives say tech will change how asset managers work.

The investing world is rushing to cater people who want to make a difference with their money but are unwilling to accept higher volatility or fees.

The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.

In the latest episode of Financial Planning’s new podcast series, advisor Rachel Robasciotti discusses her activism around mandatory arbitration and relates the remarkable story behind her RIA.

The green investing movement has totaled at least $30.7 trillion of funds held in sustainable or green investments in 2018, up 34% from 2016, data show.

A new platform from the World Wide Fund for Nature aims to provide a foundation for ESG-conscious investors and a list of best-practice providers.

Even dedicated ESG indexes have shortcomings that many investors are probably unaware of, an expert says.

The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.

David Vogel, who spent five years using data to study the impact of global warming, is starting the fund as pensions and large investors increasingly seek ESG investments.

Protesters and nonprofits are ramping up criticism of the largest fund managers for what they say is insufficient action around the global environmental crisis.

ETFs tracking themes — such as robotics, blockchain and cannabis — closed the year just 1% higher than where it started.

Some 225 funds traded for the first time over the past 12 months, down for a second-straight year.

The fund will track an index that divides the industry into five categories: pharmaceuticals, testing and analytics, cultivators, hemp and ancillary business.

"It's going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing," an exec says.