Portfolio management

The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.

While the quant firm will miss becoming the first to flip mutual funds to ETFs, its nearly $26 billion conversion will by far be the biggest.

This group carried fees nearly three times the industry average.

Scoring across nine quantitative and qualitative metrics, here’s how Backend Benchmarking ranks the industry’s digital advice providers.

Financial firms globally have raised about $25.5 billion of sustainable-linked debt this year, according to data compiled by Bloomberg.

Funds at the top have notched triple digit returns in the last year.

Companies with a high level of intellectual capital tend to be less cyclical and that capital -- patents, trademarks, ideas -- gives them a bigger moat to defend against competitors.

Lenders have issued about 50 structured products tied to Ark’s ETFs in the past three months, according to SEC filings.

The 20 categories with the biggest gains are home to nearly $10 trillion in combined assets.

The combined company will service $4 trillion in assets and is valued at $1 billion.