ESG Investing: More Training, Better Data Will Increase Demand
More analysts and portfolio managers are embracing ESG investing, but many receive no training in that area, according to a new CFA survey.
Orion Advisor Services Launches Free Peer-to-Peer Model Marketplace
Orion partnered with Russell Investments, BlackRock and CLS Investments on its new "Orion Communities."
LPL Grabs Longtime Wells Fargo Exec to Be Chief Strategist
John Lynch was with Wells Fargo since 1996 and is now based in Charlotte, N.C.
Marc Faber Asked to Leave Sprott Board After Racist Report
Sprott CEO calls recent newsletter comments by the investor and commentator "contradictory" to company’s views.
How to Use ‘What If’ Scenario Planning as Risk Management
Luis Maizel, co-founder of LM Capital Group, said he and his team always have 40 or 50 life scenarios planned.
Move Over, Vanguard: State Street Slashes ETF Fees to Industry Lows
It is also launching SPDR Portfolios ETFs, a suite of 15 low-cost funds that will be available on TD Ameritrade's newly expanded ETF Market Center.
3 Female Portfolio Managers Share Their Investing Picks
This is the Raymond James Women’s Symposium’s first portfolio management panel in its 23-year history.
More Sustainable Investments Are Beating the Competition
Barron's and Morningstar find that a growing percentage of sustainable funds are outperforming conventional funds.
Oranj Launches Free Wealth Management Software Product for Advisors
The MAX offering includes model portfolios and funds from BlackRock, Direxion, Morningstar, ETF Securities and Frost Investment Advisors.
Political, Regulatory Risks Drive Big Investors to Equities: The Economist
Some of the current bull market in stocks is being driven by tactical investments rather than by fundamentals, Franklin Templeton suggests.