Investments

Apple and Alphabet lead a new list of 200 global companies that incorporate sustainability into their business and investments.

The fintech firm providing ESG data technology gives financial advisors more openings to ask customers about their values and implement them in portfolios.

The thematic fund, which adhered to the tastes of Gen Z, had a short life.

Two decades ago, a researcher at TIAA came up with a brilliant invention, but no insurance company would touch it. Has its time finally come?

In addition to the major robo-advisory deal, this week's recap features new partnerships for Vestwell and Riskalyze, and a new leader at Advisor360°.

He spoke at Future Proof just after his company, the largest issuer of exchange-traded products tied to digital assets, received a valuation of $2 billion.

A union with nearly 2 million members and other progressive groups say the four giant investment firms "effectively blocked action" on shareholder proposals.

The partnership brings Opto's private market software to Merchant's slate of partner firms managing more than $140 billion in assets.

New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.

Despite its brokers' alleged Regulation Best Interest violations, Laidlaw & Company's latest brush with regulators was handled under FINRA's old suitability standard.

While new data shows Black individuals investing more, the trend has been driven by a focus on riskier investments.

Actively managed exchange-traded funds have accounted for nearly one-third of ETF flows so far this year, a record share.

Plus, the best robos for first-timers and low cost or complex planning.

The Finra report suggests that advisors looking to tap into these clients will find savers with improved financial capabilities.

A former JPMorgan Chase banker who's now on the run was sentenced to 7 ½ years in jail for his role in a multimillion-pound fraud against the Libyan government.

A new study found that opting for an in-state plan isn't always the best choice.

Lawyers and compliance experts say advisors and brokers should still put clients' interests first when considering taking money out of a 401(k).

The nation's biggest independent robo-advisor joins a growing list of tech companies slashing staffers as difficult market conditions persist.

Last year was a disaster for bonds (and stocks), but some fixed-income U.S. ETFs that focus on exotic assets or use complex strategies have had a truly horrible decade.

A proposed amendment to the Investment Advisers Act would require planners to vet third-party custodians before entrusting them with clients' cryptocurrency, real estate or other alternative investments.