Investments

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.

The BlackRock fund recorded its largest one-day outflow in five years as the sector becomes a political lightening rod for Republicans and Democrats alike.

Taking advantage of catch-up contributions is one of several methods that can help them get back on track.

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

Many firms are modifying their ETFs’ existing mandates to be ESG-oriented without forcing investors to sell — and thus avoiding a tax bite.

It’s the best debut for any U.S. ETF this year, and a sign it’s not the only firm that sees potential in the sector.

The firm plans to bring in more customers by offering direct investments in private companies for the first time.

The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.

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.

The bank's asset management arm will introduce products “where they exhibit efficiency advantages over index funds.”

Seniors may consider working longer or relocating somewhere where their benefits are not subject to state taxes.