Equities

Advisors, not corporate counsel, are often in the best position to design 10b5-1 plans that align with both regulations and insiders' financial goals.

In this week's fund news, SPDR’s head of research, Matthew Bartolini, uses the GME frenzy as a case study for ETFs’ effectiveness; the Mooch and Fidelity file for Bitcoin ETFs; and iShares and State Street slash ETF fees.

Robinhood could go public as soon as late in the second quarter but the timing could change.

Rapid changes in interest rates and volatile equity returns can cause multiple problems.

Entertainment stocks such as video game company Liquid Media Group Inc., and virtual reality-focused Integrated Media Technology Ltd. have rallied off potential to tap the NFT space.

This week in fund news: Quant manager warns of the "disconnect" in sentiment investing, Wall Street warms to crypto, and Morningstar says ARK’s punching well above its weight.

Even though portfolios based around 60/40 performed in 2020, that hasn't silenced calls to rethink or abandon the strategy.

In this week’s fund news, how Dave Portnoy used the indexer loophole to promote BUZZ, Driehaus loses its founder, and Morningstar doubles analyst coverage for model portfolios.

It’s not possible to make meaningful progress on “E” and “S” if “G” isn’t solidly in place.