Portfolio management

Such products attracted more than $32 billion in January and February, by far their best start to a year.

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.

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.

The 2,500-advisor firm is sneaking up on larger rivals by adopting an approach that’s increasingly popular across wealth management.

The quant manager has been warning for years that investor objectives are going to be increasingly hard to meet amid “soberingly low” gains.

ETFs targeting the hottest investment themes have lost as much as 5% per year on a risk-adjusted basis between 2000 and 2019, research shows.

The fund has returned about 42% since its April 7 launch compared to an 8.9% gain for its benchmark over the same period.

The top 20 carried an average expense ratio of more than three times the broader industry.

These 20 mutual funds and ETFs here are home to roughly $45 billion in assets.