Gabe Rissman, president of YourStake, provides his take on the top ESG news items and research findings from 2021 that advisors need to know, with a look ahead to 2022.
In this week’s fund news, DFA, Vanguard and Schwab cut fees; the anti-ARK ETF is one of the most actively traded ETFs launched so far this year; Schwab RIAs get T. Rowe funds with no transaction fees; and RiverNorth takes stake in TrueMark to...
The cuts among 47 mutual funds and three ETFs span equity and fixed-income funds and will take effect on Feb. 22.
The $1.4 trillion asset manager expects to complete the process of flipping two mutual funds with roughly $250 million of assets into ETFs by the third or fourth quarter of next year.
“Fixed-income is really the only game in town if you want to harvest losses at this point in the year.”
In this week's fund news, Ritholtz and WisdomTree launch the RWM WisdomTree Crypto Index, Thrivent gets into the ETF business, Apollo moves further into wealth management, and the first NFT-focused ETF comes to market.
Measuring ESG fund performance is still causing headaches—wealth management firms could face rebalancing hurdles.