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Fund Managers Feel Heat in SEC Crackdown on Overblown ESG Labels Fund Managers Feel Heat in SEC Crackdown on Overblown ESG Labels

The SEC is following the money: Few businesses are booming in high finance like sustainable investing, as governments, pension plans and corporations all seek to lower their carbon footprints and be better public citizens.

byBen Bain and Saijel Kishan

Sep 3, 2021

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1 Min Read

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Regulation & Compliance

SEC Chairman Gensler Orders Review of Funds’ ESG Disclosures SEC Chairman Gensler Orders Review of Funds’ ESG Disclosures

Sep 2, 2021

1 Min Read

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CITs Headed Downstream CITs Headed Downstream

Aug 24, 2021

1 Min Read

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Fund News Advisors Can Use: Morningstar Study Reveals Diversity Metrics Influence Investors’ Fund Allocations Fund News Advisors Can Use: Morningstar Study Reveals Diversity Metrics Influence Investors’ Fund Allocations

byDiana Britton

Aug 20, 2021

1 Min Read

Veriti co-founders Jim Dilworth and David Beatty

Fund News Advisors Can Use: Another Direct Indexing Platform Is Quietly Growing Fund News Advisors Can Use: Another Direct Indexing Platform Is Quietly Growing

byDiana Britton

Aug 13, 2021

1 Min Read

J.P. Morgan to Convert $10B in Mutual Funds to ETFs J.P. Morgan to Convert $10B in Mutual Funds to ETFs

byDiana Britton

Aug 11, 2021

1 Min Read

Fund News Advisors Can Use: Index Provider Alerian Buys ETF Trends, ETF Database

Fund News Advisors Can Use: Index Provider Alerian Buys ETF Trends, ETF Database

byDiana Britton, Managing Editor

welcome to wealthfront

Wealthfront Adds Crypto With Addition of Bitcoin, Ethereum Trusts

Wealthfront Adds Crypto With Addition of Bitcoin, Ethereum Trusts

bySamuel Steinberger, Senior Technology Editor

Fund News Advisors Can Use: French Asset Manager Acquires Stake in Richard Bernstein

Fund News Advisors Can Use: French Asset Manager Acquires Stake in Richard Bernstein

byDiana Britton, Managing Editor

Biden Infrastructure Plan Builds Momentum for Impact Investors

Biden Infrastructure Plan Builds Momentum for Impact Investors

stock

Fund News Advisors Can Use: Parametric Brings Tax-Loss Harvesting Downstream

Fund News Advisors Can Use: Parametric Brings Tax-Loss Harvesting Downstream

byDiana Britton, Managing Editor

BlackRock

Fund News Advisors Can Use: Vanguard, BlackRock Bet Big on Personalization

Fund News Advisors Can Use: Vanguard, BlackRock Bet Big on Personalization

byDiana Britton, Managing Editor

Wall Street walking

Wall Street Has Surrendered to the $500 Billion ETF Rush

Wall Street Has Surrendered to the $500 Billion ETF Rush

byClaire Ballentine and Francesca Maglione

green globe in grass

Where Does ESG in Retirement Plans Stand Now?

Where Does ESG in Retirement Plans Stand Now?

Citibank headquarters, New York City, 2012

Citi Debuts No-Fee Stock Trading to Compete With JPMorgan, Robinhood

Citi Debuts No-Fee Stock Trading to Compete With JPMorgan, Robinhood

ETFs stock prices squares

Fund News Advisors Can Use: SEC Moves Toward Greater Diversity in Asset Management

Fund News Advisors Can Use: SEC Moves Toward Greater Diversity in Asset Management

byDiana Britton, Managing Editor

money

Pooled Income Funds Explained

Pooled Income Funds Explained

byRandy A. Fox, Founder

U.S. Rep. Gregory Meeks

Alternative Investments

Fund News Advisors Can Use: New Bill Would Expand Private Investments in Closed-End Funds

Fund News Advisors Can Use: New Bill Would Expand Private Investments in Closed-End Funds

byDiana Britton, Managing Editor

‘Anarchist’ Mac McQuown Started an Index Revolution 50 Years Ago

‘Anarchist’ Mac McQuown Started an Index Revolution 50 Years Ago

Scott MacKillop

First Ascent Rolls Out Flat-Fee ESG Portfolios

First Ascent Rolls Out Flat-Fee ESG Portfolios

byDiana Britton, Managing Editor

investment portfolio

Alternative Investments

Fund News Advisors Can Use: New Investment Firm Aims to Bring Private Market Strategies to Advisors

Fund News Advisors Can Use: New Investment Firm Aims to Bring Private Market Strategies to Advisors

byDiana Britton, Managing Editor

A Longtime Fidelity Manager Sold GameStop, and Has Some Regrets

A Longtime Fidelity Manager Sold GameStop, and Has Some Regrets

byAnnie Massa and Janet Wu

ESG Funds: The Stormtroopers of the Investment World

ESG Funds: The Stormtroopers of the Investment World

Is There a ‘Right’ Way to Do Socially Responsible Investing?

Is There a ‘Right’ Way to Do Socially Responsible Investing?

Fund News Advisors Can Use: FTSE Russell Rebalances Indexes Next Week

Fund News Advisors Can Use: FTSE Russell Rebalances Indexes Next Week

byDiana Britton, Managing Editor

Citigroup

A $1 Trillion Mutual Fund-to-ETF Bonanza May Be Getting Started

A $1 Trillion Mutual Fund-to-ETF Bonanza May Be Getting Started

byJenny Surane and Katie Greifeld

Dimensional Fund Advisors signage

Dimensional Converts $29 Billion of Mutual Funds Into ETFs

Dimensional Converts $29 Billion of Mutual Funds Into ETFs

byKatie Greifeld

Fund News Advisor Can Use: Morningstar Calls for Actionable Disclosures on Climate Change

Fund News Advisor Can Use: Morningstar Calls for Actionable Disclosures on Climate Change

byDiana Britton, Managing Editor

Federal Reserve seal

Fund News Advisors Can Use: The Fed Wins Big With Credit ETFs

Fund News Advisors Can Use: The Fed Wins Big With Credit ETFs

byWealthManagement.com Staff

Active Funds Crushed Equity Benchmarks in May Like Never Before

Active Funds Crushed Equity Benchmarks in May Like Never Before

SEC Seal

Regulation & Compliance

SEC Charges Portfolio Managers With Misleading Investors Over Funds’ Risks

SEC Charges Portfolio Managers With Misleading Investors Over Funds’ Risks

byPatrick Donachie, Senior Reporter

Fund News Advisors Can Use: $1.4B RIA Keebeck to Use Structured Products Platform Halo

Fund News Advisors Can Use: $1.4B RIA Keebeck to Use Structured Products Platform Halo

byDiana Britton, Managing Editor

Vanguard Group company sign

Fund News Advisors Can Use: Vanguard Opens Up Private Equity Access to Individuals

Fund News Advisors Can Use: Vanguard Opens Up Private Equity Access to Individuals

byDiana Britton, Managing Editor

Vanguard Group

Why Aren’t Asset Managers Jumping on ETF Conversions?

Why Aren’t Asset Managers Jumping on ETF Conversions?

byDiana Britton, Managing Editor

fidelity investments

Fidelity to Allow Teenagers to Trade Stocks With No-Fee Accounts

Fidelity to Allow Teenagers to Trade Stocks With No-Fee Accounts