Morningstar, MMI Launch Sustainable Investing Initiative
The program is focused on educating financial advisors about ESG investments because an increasing number of clients are demanding them.
Top-Rated 529 College Savings Plans: Savingforcollege.com
There are 17 529 plans rated based on their flexibility, costs, investment performance and more.
Advisors, Plan Sponsors Out of Sync in DC Plan Space
Wells Fargo Asset Management compared its survey advisors to a previous one of plan sponsors to discover the gaps.
Betterment Launches SRI Portfolio Strategy; Wealthfront Planning One
Both robo-advisors say the strategies are a direct response to growing demand from clients.
How American Families Pay for College: 2017
Sallie Mae’s 10th survey of parents and children shows that parents are saving less and students are borrowing more.
States Dumping Estate Taxes, but Beware Those That Haven’t
A new report from the Tax Foundation shows which states still impose estate and/or inheritance taxes and their exemptions.
Bond ETFs Are Hotter Than They’ve Ever Been
Inflows are rising along with the proliferation of new fixed income ETFs, including smart beta funds.
How RIAs Are Growing Assets as More Clients Withdraw Them
Jon Beatty of Schwab Advisor Services tells ThinkAdvisor what sets the fastest growing firms apart.
SEC Chief Wants Public Input on a New Fiduciary Rule Before Starting
In his first major speech as chairman, Jay Clayton also suggested easing disclosure requirements for publicly traded companies.
Are Stocks Overvalued or Poised for More Gains?
Outlooks differ widely among strategists, even as many global stock markets continue to trade near recent, often record, highs.