Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
For more investment news subscribe to our free weekly Investment Strategies e-newsletter. Join today.
Since the start of the year, 57% of large-cap mutual funds have beaten their benchmarks, marking the industry’s best start to a year in almost a decade.
Despite the impact of the pandemic, 17% of ETFs launched in 2020 already have more than $100 million in assets. Investors are not waiting for a three-year anniversary to consider putting ETF money to work as they used to do with mutual funds.
Infinity Q Capital Management announced it’s shutting a $1.8 billion mutual fund and that it placed James Velissaris on leave, cutting off his access to accounts and trading while hiring an expert to value holdings.