Gabe Rissman, president of YourStake, provides his take on November’s top ESG news items and research findings that advisors need to know.

“Fixed-income is really the only game in town if you want to harvest losses at this point in the year.”

“In this environment, we think 60/40 is pretty dangerous.”

The product, launching Wednesday, is set to track the Solactive Roundhill Meme Stock Index

The race is on to provide direct indexing for advisors. Pershing's latest move shows it wants to beat competitors like Schwab and Fidelity.

Technology can make clients feel like they’re getting a customized portfolio experience, even though it’s standardized behind the scenes.

Measuring ESG fund performance is still causing headaches—wealth management firms could face rebalancing hurdles.

With the S&P 500 posting its biggest slide Friday since February, Treasuries rallied big time on haven buying and cushioned the selloff in global risk markets. 

In this week's fund news, Voya acquires the investment advisory business of Tygh Capital Management; Hartford launches first semitransparent ETF; VanEck's bitcoin futures ETF lists; and Schwab introduces its first active and ESG ETF.