Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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The SEC’s efforts to standardize climate risk disclosures represent a first step in helping advisors cut through the noise and effectively evaluate companies’ risks and opportunities across various sectors.
The world’s largest issuer of exchange-traded funds reduced the expense ratio on the $85 billion iShares Core U.S. Aggregate Bond ETF (AGG) to 0.03% from 0.04%.
Charles Schwab's direct indexing option will start with three indexes, tax management and daily attention, and be available to advisors, the custodian announced.