Alpha Could Be Hiding in ESG Data: Report
Integration of ESG data into investment analysis can uncover risks and opportunities that markets have yet to value, according to a report from Calvert Investments and Harvard.
How Advisors Are Tackling Volatility
Advisors and investors agree volatility is the top macro threat to portfolios, a Jefferson National survey finds.
What Investors Look for From Mobile Investing
Mobile is rendering desktops unnecessary for a growing number of investors, E-Trade says.
Fidelity Rolls Out New Website for Retirement Advisors and Consultants
The FidelityConnect dashboard offers customers a single view into their entire book of DC plan business with Fidelity.
Donors’ Charitable Priorities Differ According to Where They Live: Fidelity
Local needs and interests often drive donor grant recommendations, Fidelity Charitable said, analyzing its donor-advised fund accounts.
Most Americans Get No Financial Advice: Survey
Roughly half of Americans don’t know where to turn when they need financial advice and support, Northwestern Mutual reported.
Can Digital Advice Fill Advisor Gap for Small Investors?
Seventy-one percent of American households have less than $100,000 in investable assets, and only 8% of advisors serve them, Cerulli found.
IRS Makes Charities’ Financial Data Easily Accessible
Nonprofits' Form 990 data will be available for the first time in a machine-readable format through Amazon Web Services.
6 Economic Predictions for 2016 and Beyond: SIFMA
Fed rate hikes in the summer and winter remain "the majority forecast, if just barely," the group says.
Americans’ Charitable Giving Set Record in 2015
Foundations, alone among recipient categories, saw a decrease in donations last year.