ETFs

Recognizing that one size doesn't fit all when it comes to impact investing, Betterment is adding nuance to its values-driven portfolios.

The $138 billion Invesco QQQ Trust Series 1changed its rules last week to state that the fund’s expiration date will now be tied to the “maturity, redemption, sale or other disposition” of its last security.

Old-school stock pickers can still get a leg up on index funds.

Amy Domini, founder of Domini Impact Investments, says the climate change-related events that are devastating economies are about to wake up investors.

Companies that make and operate COVID-19 testing kits, like Quest Diagnostics Inc. and Hologic Inc., should see steady flows of income as patients line up to get tested.

Assets under management at BlackRock surged to a record $7.81 trillion in the third quarter, buoyed by a rising stock market and flows into all of its product lines. Retail clients added a net $19.6 billion to BlackRock funds in the period.

A closer look at how the ETF rule has reshaped -- and perhaps rescued -- the industry.

QQQM will provide identical exposure as QQQ at a lower fee, owning Amazon.com, Apple, Microsoft and other large-cap growth stocks.