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Fintechs are facing unique challenges in the pandemic. There might be a resurgence in funding on the horizon, but startups are looking to see what they can do now to weather the storm.
July 31 -
About two dozen advisors are using the software now, and the firm is making changes based on their feedback, an executive says.
July 30 -
The asset manager has become one of the fastest-growing hedge funds at a time when many competitors are losing assets.
July 30 -
A severe recession could be enough to completely wipe out the capital and surplus of four insurance firms as well as hobble a handful of others, the NAIC finds.
July 30 -
The firm is dropping management fees on robo accounts with $10,000 to $50,000, turning to a minimal per-month charge instead.
July 29 -
The firm allegedly didn't disclose its parent company paid a teacher union entity $10,000 a month “for its exclusive endorsement” as its preferred financial services partner, according to the regulator.
July 29 -
Despite growing to about $1.1 trillion in AUM, senior executives made a series of bets to keep pace in a changing industry that have yet to pay off.
July 29 -
Trading under the ticker EFIV, the fund will exclude companies involved with tobacco-related products and weapons.
July 29 -
An iShares ETF investing in companies it says has “positive environmental, social and governance characteristics” has more than tripled gains of the S&P 500.
July 28 -
If approved, the firm would be able to issue its own ETFs, although they haven’t registered any individual funds yet.
July 28 -
Despite besting the broader market over the long-term, those at the top have underperformed in the first half of 2020.
July 27 -
At the height of pandemic-related job losses, 18.9% of Americans with disabilities were unemployed, data show.
July 27 -
A typical investment for Nuveen's $5.8 billion impact investing unit these days ranges from $20 million to $60 million, says its co-head.
July 27 -
Recognizing the elephant — and donkey — in the room can lead to a broader conversation about long-term investing
July 24
SEI -
The current proposal “would lead to worse outcomes for plan participants as plan sponsors shied away from assessing ESG risks in selecting investments,” the research firm says.
July 23 -
“The primary drawback of fewer hedge fund filings is lack of clarity around crowding risk,” strategists from the firm write.
July 23 -
There has been increased demand for havens amid a resurgence in coronavirus cases, flaring political tensions and a weaker dollar.
July 23 -
“No one could have envisioned what this virus was going to do to the commercial real estate space,” an expert says.
July 22 -
The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.
July 22
Farella Braun + Martel -
The fast money has more than three times the impact on equity valuations than long-term investors like pension funds, according to a recent paper.
July 22

















