Investments

The firm has stepped up its focus on income-related products as it seeks to attract a larger share of the retirement business.

The SPDR fund saw a one-day exodus of $372 million as the sector struggles amid bets that the Fed will cut rates to mitigate damages from the coronavirus.

The software giant’s offer comes as many fintech companies are becoming established enough to go public.

Two years after the tax law eliminated write-offs for investment costs and advice, lawyers say they have found a loophole hidden in years-old IRS case law.

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

A recent sale-tax hike in the country and the impact of the coronavirus have driven the yen to it's biggest two-day drop since 2017.

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.

Undisclosed payments from alt managers should have been explained to clients in Form ADV, the regulator says.

Analysis of funds that have sustainable equivalents shows there’s neither a long-term edge nor a sacrifice for picking one strategy over the other.

The firm, run by Big Short protagonist Greg Lippmann, may make sustainability the linchpin of its CLO business after completing its first deal that complies.

The 20 top-performers are largely comprised of low-cost tech offerings.

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

The asset manager was stuck at $700 billion in AUM for 18 months. Faced with a grim reality, Franklin made the obvious move: It got bigger in a hurry.

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

Amid a “rapidly increasing” number of ESG-aware clients, planners say the sector must clean up its act to survive.

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

Other global health threats, such as SARS, did not have long-term impact on stocks. COVID-19 might be another matter.

Venture capitalist and In|Vest Conference Chair Sebastian Dovey says in a new episode of Financial Planning’s podcast that the industry is “No. 1 for playing ourselves down” and “saying that we’re bad” at technology.

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