Portfolio management

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.

Sammons is trying to solve the longtime question of how best to combine planning with certain products through technology.

Keep an eye on Asia, longer lifespans, the digital world, and green tech, writes Ida Liu, head of Citi Private Bank, North America.

The skewed allocations “may significantly change fund performance and use case suitability until rebalance dates,” analysts say.