Morningstar has launched a variety of tools aimed at helping planners and their clients adjust to what the CEO refers to as “the new normal.”

The firms are seeking to tap into the growing demand for ethical investing.

Industry leaders weigh in on key issues, including technology advancements, the increasing focus on ESG and developments in ETFs.

The quant crowd is justifiably concerned by the lack of objective statistics available.

Having benefited from mentors throughout her career, Amy Zhang now guides other women and minorities on their paths to success.

There are many more options for advisors who seek gender-equality based investments for clients, says planner Luisamarie Ruiz Carlile.

A new tool from the firm allows clients to analyze 2,400 equity-mutual funds and ETFs through the lens of factors.

Like selling a car, asset managers can list their products’ specifications, but that isn’t always enough.

The money manager is also offering pension and 401(k) plans that exclude firearms from employee retirement programs.

Some investors are demanding action on gun manufacturer and retailer stocks. Can financial advisors deliver?

Engagement with companies beyond the firearms industry is a better solution, Calvert Research says.

“For progress, we need to make people just the right amount of uncomfortable," says Erika Karp of Cornerstone Capital Group.

The first U.S.-listed marijuana ETF already has inflows of $386 million this year.

A partnership could extend a firm's reach, while ethical investing portfolios offer clients more options.

Cloud-based platforms may pose a disruptive threat to asset managers and custodians offering fixed-income products.

U.S. Bancorp is reviewing whether it will remain a custodian after the fund went from buying Latin American real estate to cannabis producers.

The fund will track an index based on a Human Rights Campaign Foundation gauge of corporate equality.

Cornerstone Capital founder Erika Karp says sustainable investing can "repair" capitalism and predicts it will become mainstream in the future.

Smart beta growth, fee wars and more attention to risk-management are key trends to watch, say six experts surveyed by Money Management Executive.

New sections on real assets and passive investing vehicles are coming to the CIMA exam this summer.