The key is for funds to be transparent about their investment strategies and live up to them, panelists at the InvestmentNews ESG Summit said.
The post Experts downplay need for universal ESG standards appeared first on InvestmentNews.
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Since U.S. regulators are balking at approving funds that invest directly in Bitcoin, Fidelity will launch the Fidelity Advantage Bitcoin ETF in Canada.
The post Fidelity heads to Canada with Bitcoin ETF appeared first on InvestmentNews.
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Learn how BlackRock’s research-backed solutions can help participants generate income in retirement.
The post Reimagining retirement income. appeared first on InvestmentNews.
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The start of the 2020s has been dominated by the three Cs — Covid, convergence and consolidation. Government mandates could cause the small and startup plan market to explode, and RPA consolidation has blown up.
The post Who will win the 401(k) battle in the 2020s? appeared first on InvestmentNews.
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About $120 billion has flowed into ESG exchange-traded funds in 2021, but just a handful of institutional investors control a large part of the market.
The post ESG market controlled by a few big investors appeared first on InvestmentNews.
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HearthStone’s seven employees work with 150 clients, including affluent families and professional fiduciaries.
The post Aspiriant acquires $350 million San Diego-based firm appeared first on InvestmentNews.
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The deal for Robinson Tigue Sponcil is Mariner’s 10th transaction this year.
The post Mariner buys $393 million Phoenix-based firm appeared first on InvestmentNews.
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Plaintiffs in a 2020 class-action lawsuit claimed the school failed to select competitive investments and administrative services.
The post University of Miami inks $1.9M settlement over retirement plans appeared first on InvestmentNews.
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Starting from scratch two years ago, the Canadian aggregator has amassed nearly $100 billion in U.S. RIA assets. Total assets globally are anticipated to reach $271 billion when all current pending deals close.
The post CI Financial adds $615 million Matrix Capital Advisors appeared first on InvestmentNews.
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Jason Roberts and Pete Swisher started Group Plan Systems to let investment managers offer PEPs to clients.
The post New firm sees opportunity in PEPs as ‘operational fiduciary’ appeared first on InvestmentNews.
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Jason Roberts and Pete Swisher started Group Plan Systems to let investment managers offer PEPs to clients.
The post New firm sees opportunity in PEPs as ‘operational fiduciary’ appeared first on InvestmentNews.
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Jason Roberts and Pete Swisher started Group Plan Systems to let investment managers offer PEPs to clients.
The post New firm sees opportunity in PEPs as ‘operational fiduciary’ appeared first on InvestmentNews.
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Toronto-based Purpose Investments pushes the digital investing envelope by selling options on the cryptocurrency holdings of two new ETFs.
The post Covered call strategy aims to dampen volatility of crypto investing appeared first on InvestmentNews.
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Toronto-based Purpose Investments pushes the digital investing envelope by selling options on the cryptocurrency holdings of two new ETFs.
The post Covered call strategy aims to dampen volatility of crypto investing appeared first on InvestmentNews.
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Toronto-based Purpose Investments pushes the digital investing envelope by selling options on the cryptocurrency holdings of two new ETFs.
The post Covered call strategy aims to dampen volatility of crypto investing appeared first on InvestmentNews.
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Nancy Davis has made a splash with IVOL, an actively managed exchange-traded fund that lets investors bet on inflation and interest-rate volatility.
The post Inflation ETF pioneer says investors need more interest-rate risk appeared first on InvestmentNews.
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The Fidelity Charitable poll confirmed an upward trajectory in giving, while Vanguard Charitable updated a web tool that helps investors target donations toward homelessness and hunger.
The post Most Americans prefer making charitable donations over gifts for themselves appeared first on InvestmentNews.
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The Fidelity Charitable poll confirmed an upward trajectory in giving, while Vanguard Charitable updated a web tool that helps investors target donations toward homelessness and hunger.
The post Most Americans prefer making charitable donations over gifts for themselves appeared first on InvestmentNews.
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The Fidelity Charitable poll confirmed an upward trajectory in giving, while Vanguard Charitable updated a web tool that helps investors target donations toward homelessness and hunger.
The post Most Americans prefer making charitable donations over gifts for themselves appeared first on InvestmentNews.
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State Street's product is far from being the first in the DC market — but the plans using it are potentially the largest to opt for a target-date series paired with an insurance feature.
The post First client for State Street’s target-date and annuity feature is a $35B plan group appeared first on InvestmentNews.
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