TIAA Launches Robo-Advisor With Socially Responsible Options
Unlike most other robo-advisors, TIAA Personal Portfolio offers passive, active and socially responsible investment choices.
Fidelity Launches Municipal Income 2025 Fund: Portfolio Products
Also, Gurtin Municipal Bond Management launched a Municipal Social Advancement strategy.
Impact Investing’s ‘Moment of Truth’ as Trump Exits Paris Accord
The head of a fossil-fuel-free mutual fund says Trump's withdrawal gives investors and companies the responsibility of reducing emissions.
Illinois Cut Near Junk by S&P, Lowest Ever for a US State
S&P also warned that the state could soon lose its investment grade status if the governor and legislature don't agree on a budget addressing deficits.
ETFs and Cash Trump Mutual Funds in Advisor Usage
Exchange-traded funds continue to gain popularity at the expense of mutual funds among financial advisors, according to a new survey by the FPA.
My Smart Beta ETF Premised on Cats Rang Up an 849,751% Return
I designed my own factor fund as a way of learning about one of Wall Street’s hottest trends — and its pitfalls.
Folio Investing Acquires 200,000 Brokerage Accounts From Online BD
Folio converted the former Loyal3 accounts to a new website called FolioFirst.
Janus Capital, Henderson Group Complete Merger
The new firm is now trading at the NYSE under the JHG stock symbol.
5 Myths About ETFs and Mutual Funds
The ETF industry has experienced exponential growth over the past two decades, and with that progression also comes an influx of self-styled experts.
New Factor Allocator Tool Shows the Value of Factor Investing
Optimal Asset Management's free tool helps advisors build factor-based replicas of any mutual fund using ETFs.