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What are the top mutual fund investments that Wealth Professionals are recommending today? Mutual Fund news and investing.

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Picking Winners Is a Losing Game – Lessons Learned From Moneyball

Oct 28, 2021

Nine Must Reads for the CRE Industry Today (Oct. 28, 2021)

Oct 27, 2021

Schwab Retools iRebal

Oct 27, 2021

Merrill Tweaks Policy On Payout for Retained Client Accounts

Oct 27, 2021

Featured

The 10 Best and 10 Worst States in Which to Retire in 2021

Jul 15, 2021

Poll: 15 Classic Books on Investing and the Markets

Apr 03, 2020

25 U.S. Markets Adding the Most Multifamily Units This Year

Feb 03, 2021

Fifteen Must-Listen Business Podcasts for Advisors

Aug 14, 2020

Highlights

RPA Industry Developments Worth Monitoring

Oct 26, 2021

Breaking down two recent announcements by Vanguard and BlackRock.

Finding 'Tech' Stocks in a Fund Is Not That Simple

Oct 26, 2021

While the five largest U.S. publicly traded companies may refer to themselves as "tech" companies, they're not...

Small and Value Is a Winning Combination

Oct 19, 2021

Investors compound rewards by leaning into both exposures.

2021 Industry Awards Winners Announced

Winners of the 2021 Industry Awards have been announced. Big thanks to all our supporters, attendees, and congratulations to this year's winners. Check them out now.

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Do ESG Ratings Get High Marks?

Oct 13, 2021

Given the subjectivity inherent in ESG ratings, they should be viewed not as objective ratings, but as opinions, writes Dimensional Fund Advisors' Will Collins-Dean.

More Considerations for Introducing ESG Options Into Plan Lineups

Oct 12, 2021

Resources and guidance for plan advisors looking to add ESG funds to a retirement plan lineup.

He Helped Start the ESG Movement. Now He Wants to Fix It

Oct 04, 2021

Steve Lydenberg, a pioneer of responsible investing, says it’s time to focus on reforming systems.

Fund News Advisors Can Use: A Big Week for Direct Indexing

Oct 01, 2021

In this week's fund news, firms bulk up their direct indexing capabilities, Vanguard merges target-date funds, DFA expands its SMAs and slashes minimums, and a new BlackRock tool helps advisors invest in private markets.

ESG panel at the Morningstar Investment conference

Morningstar Panel: Sustainable Investing Is Personal Investing

Sep 23, 2021

Despite the marketing push around investment products and ESG funds, there is no one-size-fits-all approach to sustainable...

Getting Started with ESG Fund Evaluation

Sep 21, 2021

While the Biden administration is seen as favoring ESG-focused investments, regulators’ attitudes have varied over the years.

Fund News Advisors Can Use: Goldman Sachs' New Money Market Fund Share Classes Support Black Women in STEM

Sep 17, 2021

In this week’s fund news, Goldman offers share classes to support scholarships for Black women; a Senate proposal threatens...

David Booth’s Dimensional Flips $8 Billion of Assets Into ETFs

Sep 14, 2021

Dimensional in June became only the second U.S. issuer to pull off a conversion, transforming $29 billion worth of mutual funds into ETFs in an industry record.

The Case (and Cost) for Active Management

Sep 14, 2021

Parnassus’ Core Equity Fund, America's largest actively managed ESG-focused fund, offers a positive payback.

How Wall Street Is Gaming ESG Scores

Sep 08, 2021

A good rating doesn’t necessarily mean your investment is doing much good.

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