How ESG Factors Affect Style Drifting in Portfolio Management

Dec 01, 2021

Measuring ESG fund performance is still causing headaches—wealth management firms could face rebalancing hurdles.

Advisor Innovations: Ric Edelman Looks to the Future

Nov 30, 2021

Now that he's stepped away from his firm, Ric Edelman is focused on investments based on technologies that will transform our lives and is on a mission to educate advisors about cryptocurrency.

Inside ETFs Podcast: Investing Beyond the US with Jonathan Krane

Nov 30, 2021

KraneShares CEO Jonathan Krane discusses his predictions for the future of investments in China and reveals the opportunities investors may be missing out on today.

Why Financial Planners Have a Fiduciary Duty to Be Well Educated in Cryptocurrency

Nov 29, 2021

Cryptocurrencies are here to stay. It's well past time advisors started learning about them.

Bonds Show Hedging Magic in Latest Test to Rebuff 60/40 Haters

Nov 29, 2021

With the S&P 500 posting its biggest slide Friday since February, Treasuries rallied big time on haven buying and cushioned the selloff in global risk markets.

Inside ETFs Podcast: Inside The World Of ETFs with Jan van Eck

Nov 24, 2021

Jan van Eck shares his knowledge of global ETFs, his current favorites and the transformation this investing structure has undergone and will continue to undergo as the economy adapts to world events.

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Ways to Maximize Tax Benefits Through Gifting

Jan 26, 2022

Watch as Jeremy Milleson, Director, Investment Strategy, Parametric, discusses the benefits of gifting securities.

Fund News Advisors Can Use: Voya Acquires Small-Cap Growth Business

Nov 23, 2021

In this week's fund news, Voya acquires the investment advisory business of Tygh Capital Management; Hartford launches first semitransparent ETF; VanEck's bitcoin futures ETF lists; and Schwab introduces its first active and ESG ETF.