JPMorgan Launches Carbon Transition ETF: Portfolio Products
By Jeff BermanAlso, TrimTabs Asset Management added two ETFs.
December 13, 2020
State Street, UBS in Discussions About Merging Asset Management Units: ReportThe talks started this year, and the two parties were near an agreement this summer, sources told The Wall Street Journal.
December 13, 2020
Schwab Advisor Services Partners With Behavioral Finance FirmThe deal will help Schwab advisors "access practical, easy behavioral finance technology" says DNA Behavior CEO Hugh Massie.
December 11, 2020
Self-Directed Investors OK With Decisions During Volatile 2020Digital tools and human advice are not an either/or proposition, E-Trade survey finds.
December 11, 2020
13% of Americans 55 and Older Plan to Delay Retirement: SurveySmart found pre-retirees have big worries: about future income, healthcare and help managing their finances.
December 11, 2020
Jeffrey Levine: 5 Tax Tips for Wealthy Clients to Consider Before It's Too LateNot all the Democrats' tax plans are negative for wealthy clients, Levine says, but several available planning opportunities are likely to go away.
December 11, 2020
Businesses Need Stimulus, Quickly: SurveyMore than half of executives in an AICPA survey said their businesses would be hurt if more aid doesn't come soon.
December 11, 2020
How Did Advisor Portfolios Perform After COVID-19 Hit? Very Well, Says InvescoThe firm's study of several hundred portfolios found that many advisors shifted allocations to investments that outperformed.