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A union with nearly 2 million members and other progressive groups say the four giant investment firms "effectively blocked action" on shareholder proposals.
February 27
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New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.
February 26
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Actively managed exchange-traded funds have accounted for nearly one-third of ETF flows so far this year, a record share.
February 22
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Analysts from Dimensional, Dynasty and eToro say the worries about a recession have yet to come to fruition in 2023.
February 15
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The fund giant's move comes as asset managers face increasing political and social pressure over their stances on environmental, social and governance issues.
February 14
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The industry veteran explained at Future Proof why more financial advisors and their clients are looking outside traditional markets.
February 14
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More than one-third of converted funds have posted net outflows since they made the switch, according to data compiled by Bloomberg.
February 14 -
The U.S. federal government is the country's largest employer, making it useful for planners to get familiar with the ins, outs and recent changes to its defined contribution plan.
February 13
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The low-cost, passive manager is also opening up separately managed accounts to its ETFs for the first time.
February 8
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A collaboration between GTS Securities and JKBX enables customers to tap into the lucrative and growing number of catalogs and song rights changing hands.
February 6
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At Future Proof, the founder of Pearl Planning cited fixed-income experts whose panel discussions identified value to unlock amid tumbling returns.
January 25
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A brutal 2022 for fixed income, the worst year in many decades, took some shine off the decade-long track record of these exchange-traded bond funds.
January 24
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At Future Proof 2022, the eToro U.S. securities expert put the stock and bond losses last year into a helpful context when discussing them with clients.
January 24
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Research firm Cerulli reports that investing in private equity, real estate and other alternatives was up 23% in 2022.
January 20
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The fintech startup will donate a free year of its services to members of The Center of Innovation for Diversity, Equity and Inclusion in Finance.
January 19
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Crypto and ESG were supposed to transform the finance industry. At the end of 2022, they still hadn't — and prospects look even worse for 2023.
January 5
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Stocks and bonds may start moving in opposite directions this year, after both tumbling and challenging the validity of the 60/40 portfolio.
January 4
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Most investors had a lousy year, but these funds weathered markets jolted by significant economic and geopolitical turmoil.
December 30
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Some funds lost more than 90% this year.
December 29
