ESG funds may underperform if investors move away from overvalued stocks, especially the technology and clean energy shares that fueled the 2020 rally.
In this week's fund news, advisors' most highly traded securities of 2020, Vanguard's 10 basis-point, active ETF and a look at Schwab's new low-cost variable annuities.
Many quants are hoping now that as people get vaccinated and economies recover, factors will move to their own beat again and trade on the fundamental rules discovered by academics decades ago.
This week in fund news: Cannabis ETFs become more attractive as legalization possibilities expand, a Democratic Party trifecta could be great for markets and some fundsters pull their political dollars in the wake of the violence at the U.S. Capitol.
What asset managers say about Tesla's entrance into the S&P 500, RiverFront partners with 55ip, and Vanguard fund becomes the first to end a month with more than $1 trillion in assets.
The SEC alleges CapWealth failed to disclose lower-cost share class options to its clients. But the RIA's founder calls the complaint "a shameful exercise and an abuse of power.”
