Do investors really factor ESG into decisions? Robinhood study says no
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In this episode of the WealthStack podcast, Mark Bruno talks with Dani Fava, head of strategic development at Envestnet, about the future of advice - and importantly, how more financial services companies will directly integrate with consumer technology and mobile applications.
Read MoreThursday, December 02, 2021 | 4:15 PM Eastern Standard Time
Read MoreDuring a panel discussion on the new rule’s impact, one securities attorney said the DOL's interpretation on what recommendations fell under ERISA fiduciary scrutiny was “more expansive” than ever.
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Sam Cone, Jessica McNamee and Grace Yung are joining the group, whose members have diverse backgrounds and specialties.
The post LPL names three to its Advisor Inclusion Council appeared first on InvestmentNews.
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In a separate exam sweep, the SEC found that robo-advisers weren't acting in clients' best interests and were misleading in their advertising.
The post SEC exam sweep shows advisers overcharging clients appeared first on InvestmentNews.
Read MoreThe backlog at California’s ports has hit a new level, reports Insider. A new poll shows a chunk of U.S. workers remain reluctant to fully return to offices. These are among today’s must reads from around the commercial real estate industry.
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Scottsdale-based RG Capital manages $176 million and serves approximately 300 clients, with a focus on dentists.
The post Allworth Financial acquires another Arizona RIA appeared first on InvestmentNews.
Read MoreA total of 38 new ETFs came to the market last a month. Here's a look at the new funds, which included several focused on cryptocurrencies and blockchain technology.
Read MoreBoth the infrastructure bill and positioning of the SEC mark milestones that will alter the digital asset landscape.
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ESG is only used in 5% of corporate DC plans, according to Callan. Use by institutional investors also varies a lot by geography.
The post ESG still scant in DC plans, used more in public sector appeared first on InvestmentNews.
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The terms of Nexo's deal for a stake in Texture Capital Holdings were not disclosed.
The post UK crypto trader Nexo buys piece of Brooklyn B-D appeared first on InvestmentNews.
Read MoreAsset managers who say they’re committed to net-zero carbon emissions may just have failed their first real test.
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The new registered investment adviser unit, J.P. Morgan Personal Advisors, operates under the roof of J.P. Morgan Wealth Management and will launch broadly next year.
The post J.P. Morgan opens remote adviser business appeared first on InvestmentNews.
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Two advisers from Truist and a trio from Merrill Lynch are moving to the firm's employee channel.
The post Georgia teams managing $308 million join Raymond James appeared first on InvestmentNews.
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