Investments

Automated investing services use misleading language in marketing materials and portfolio management is not meeting fiduciary requirements.

With no standard definition of what constitutes a socially responsible investment, the SEC is looking to police funds and protect investors.

When given ESG data, investors didn’t change their trading patterns.

With over 40 ESG ratings, 150 rankings and 450 indices, a lack of standardization and transparency means scores can vary depending on which company is providing the rating.

A college professor and investment firm partner views real estate and venture funding as a crucial means of building generational wealth.

The climate of late suggests bonds are losing their value as hedges.

It wasn't even close.

The series gives viewers an inside look at the decision making of athlete investors like Chris Paul, Allyson Felix and Travis Kelce

Here's what you missed this week in wealth management.

Investors might want to prepare for an extended bout of inflation, whether it comes or not.

The regulator asked Direxion to pull its own application the same day it was filed.

With today’s generation of home buyers so rooted in a digital world, how will the financial services industry need to change to meet their needs? What new consumer technology will they need to adopt to meet consumers where they are? How will those approaches differ from how things have been done historically in the industry? Join us in a discussion with Blend’s Founder, Nima Ghamsari as we chat through how banks and financial institutions need to think through these questions.

Advisors and clients can now track the performance of companies moving away from the “toxic and dangerous ways” of the past, according to the founders.

It'a the latest move of a U.S. asset managers expanding into the businesses of private equity and credit.

Model portfolios gaining steam in wirehouse channel as advisors look to focus on higher levels of client service.

Mega tech companies offer less room for growth and face more regulatory burdens, the strategist says.

Bitcoin may be an expectation for some clients, but they're likely to be more angry if it goes bust than happy about gains.

Not only do the 20 funds in this ranking outperform broader markets, it may be "where investors will excel going forward," according to one expert.

With banks and the Federal Reserve now eyeing more lasting inflation, many financial advisors are adjusting things for their clients.

Is the bank late to the automated investing party, or trying to bring some investors back home?