ESG
The latest news on investment strategies that focus on environmental, social and governance factors (or ESG investing), socially responsible investing (SRI) and impact investing.
Top BDs of 2019: Lightning Round Q&A
By Janet Levaux | Ginger SzalaIndie broker-dealer execs sound off on the Fed, the markets, ESG investing, Tim Hockey's exit and more.
August 19, 2019
Top CEOs Say It's Time to Look Beyond Maximizing Shareholder ValueThe Business Roundtable has declared that corporations should serve all stakeholders, including employees and customers.
August 16, 2019
Investors Want ESG, but Advisors Are the Missing Link: StudyWhile 75% of advisor clients view ESG investing positively, only 30% have discussed it with an advisor, Allianz Life finds.
August 15, 2019
Ladenburg Thalmann Buys Stake in Impact Investing Robo-AdvisorThe firm has invested in robo-advisor startup Newday Financial Technologies.
August 12, 2019
Vanguard Admits Erroneous Stock Holdings in 2 ESG ETFsAs result of an error by index provider, the Vanguard ESG U.S. Stock ETF (ESGV) temporarily held shares in a U.S. gun maker.
August 12, 2019
John Hancock Model Portfolios Added to Envestnet Platform: Portfolio ProductsAlso, Touchstone Investments plans to merge two of its funds.
August 09, 2019
Clients Want Out of Gun-Related Stocks? Here's Some AdviceMorningstar's Jon Hale discusses how advisors can help clients understand their options.
August 05, 2019
Morgan Stanley Introduces Impact Quotient App for Advisors: Portfolio ProductsAlso, AdvicePay introduced a new fee calculator for advisors's fee-for-service payments.