ETFs

The potential growth for blockchain means fund managers need to be poised to meet client demand, according to a study by Morgan Stanley.

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

The fund manager will provide investing and savings accounts and debit cards to 13- to 17-year-olds whose parents are clients.

The bank and asset manager has filed for four exchange traded funds in recent weeks, and its strategy for distribution starts with RIAs.

Not only are the portfolios similar, but performance is nearly identical, writes Bloomberg’s Aaron Brown.

Advisor Group, Raymond James, LPL, New York Life, Stone Point Capital, and other news and moves of the week in the financial advice world.

Aside from their rock-bottom fees, those with the largest gains have at least one commonality: asset allocation.

If Biden’s proposal is enacted, Nir Kaissar writes many investors will dump their funds to avoid paying a higher tax down the road.

The frenzy for tech-focused thematic funds and investor demand for sustainability is smashing Wall Street projections.

While its investment strategy may be relatively immovable, the Austin, Texas-based firm has accepted that its approach may need to move with the times.