Franklin Templeton will initially pay $925 million in shares and cash to acquire Putnam from Great-West Lifeco Inc.

Clients rarely have well-defined ideas about what they want their portfolios to look like. That’s why they seek out advisors in the first place.

She built her reputation on picking tech trends. Now she is having to defend bailing out of Nvidia.

Honeytree Investment Management CEO Liz Simmie admitted that the ongoing ESG conversation is a 'hot mess,' but she would still encourage clients to dig deeper into the strategy.

AI replaced cryptocurrencies as the topic of the moment for the thousands of issuers, index providers and advisers who attended the Inside ETFs conference.

The actively managed BlackRock Flexible Income ETF (BINC) will aim to outperform and provide investors long-term income by investing in “harder to reach fixed-income sectors” such as high-yield bonds, emerging markets debt and securitized assets.

While ESG investing has gotten tangled up in US politics, Bjarne Graven Larsen says it's a a tool through which to find assets that “will be profitable — very profitable — in the future.”

Flows, launches and mutual fund conversions have fueled growth of actively-managed ETFs, and one driver could be investors hunting for non-correlated investments.

The search for returns has led clients to ask advisors to put capital into other resources and shifted asset allocations.