Investment strategies

Investment in socially beneficial activities can be worthwhile. But it ignores the question of who decides what is beneficial.

In a new episode of Financial Planning’s In|Vest Podcast, the impact investing consultant explains what prompted her to start collecting accounts of harassment, assault and discrimination.

The all-in-one platform model is attracting some of the largest firms as consumers increasingly acclimate to housing all their financial needs under one roof.

The $180 billion asset manager is moving ahead with plans for actively-managed ETFs that disclose their holdings like mutual funds.

The investing strategy “is close to saturation,” and the cost of keeping up with the competition may be to blame, a new study suggests.

While it’s debatable whether private donations should matter to an investor, transparency rules could become an issue as global warming accelerates.

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

Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.

Phone apps are being embraced by wealth managers as one of the quickest ways to communicate with end clients, leading to recent upgrades in look, feel and capability.

The rewards for the men — and they’re all men — are notable, especially given only a third of the top 15 managers on the list beat the S&P 500.