WealthManagement.com Staff

In the weeks leading up to November’s election, financial advisors were largely positive on the state of the economy and the stock market, according to the monthly Advisor Sentiment Index.

Morningstar published its 2025 investment outlook for financial advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These...

Several of the largest equity index fund managers have extended proxy voting to mutual fund and ETF shareholders, reports Pensions & Investments. Goldman Sachs disclosed $710 million in Bitcoin ETF holdings in its...

It’s been a busy year for active ETFs in general, but the fluctuating interest rate environment has been a particular boon for active fixed-income ETFs. Looser credit conditions could flip the script and make private...

BlackRock became the latest and largest asset manager to seek approval for an ETF share class on existing mutual funds. Morgan Stanley launched an investing index tied to prominent sports leagues globally. These are...

Looking ahead to the presidential election, advisors are evenly split on the near-term direction of the economy and the markets.

Asset managers have been aggressive in rolling out AI-themed ETFs in 2024, reports Reuters. Morningstar implemented its previously announced rating methodology change, affecting 15% of rated funds. These are among the...