Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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In this week’s fund news, Morningstar points to lax risk controls and personnel issues at Ark, CFRA acquires technical research shop Lowry, and Goldman will soon bring cryptos to private wealth clients.
Creating additional awareness of services and benefits may help more women get on board with using services. As a financial advisor you have an opportunity to help.
Just this year, Dimensional ETFs have attracted $607 million in inflows, with the Dimensional US Core Equity Market ETF (DFAU) taking in more than half of that haul.
Combating climate change and boosting green energy is a key aspect of Biden’s plan, with $174 billion in proposed funding for electric vehicles and a 10-year extension for tax credits that have aided wind, solar and other renewable-energy projects.