BlackRock

Advisor Upside

Tree Hugging or Greenwashing? BlackRock’s in ESG Hot Seat Either Way

Photo via Yuri Gripas

The world’s largest asset manager is caught in the crossfire between critics who say it’s pushing ESG too aggressively, and those who insist it’s not doing nearly enough.

2 min read

Image Credit: Getty Images, TebNad

ETF

4 Biggest ESG ETFs Posting Double-Digit Returns

Despite White House policy changes, some ESG exchange-traded funds are generating outsized returns, and analysts have an optimistic outlook.

3 min read
Photo by Torsten Asmus via iStock

ETF

6 Affordable ETFS for Dividend Aristocrats

Company dividends are a crucial part of a stock’s total return. These ETFs track firms with strong records of quarterly payouts.

2 min read
Photo by Mike Mozart via CC BY 2.0

Advisor Upside

Behind Schwab’s $660M Deal for Private Asset Marketplace Forge

Investors have bought and sold more than $17 billion in private company shares using the platform.

2 min read

Advisor Upside

JPMorgan Tokenizes PE Fund on In-house Blockchain

Photo by Danielvfung via iStock

The move comes before the bank’s full rollout of its tokenization platform next year.

1 min read

Advisor Upside

Tokenization Is on the Horizon. How Do We Get There?

Photo by Rodion Kutsaiev via Unsplash

The complete blockchain overhaul of financial markets could happen in the next two decades, according to experts.

1 min read

ETF Upside

Rich Investors Eschew Financial Advice, Trade ETFs Frequently

Photo by Andrea Natali via Unsplash

Wealthier people are less likely to value financial advice, but there are consequences to trading ETFs outside of advisory relationships.

2 min read

Photo via Thomas Fuller/ZUMAPRESS/Newscom

Markets

Fine Print: ETFs Born in Banner Year May Lack Staying Power

Issuers are pumping out funds to meet investor demand, but there’s a growing risk that many of the new ETFs will have short shelf lives.

2 min read
Photo via Rafael Henrique/ZUMAPRESS/Newscom

Advisor Upside

Vanguard Made a Single Acquisition. Now, It’s Getting Sued

The complaint alleges Vanguard acted in bad faith by thwarting certain business deals post-acquisition.

2 min read
Photo by hapabapa via iStock

Finance

Markets Give a ‘Meh’ To Upbeat Wall Street Earnings

The consensus takeaway from the earnings season so far is that the economy is, in spite of everything, doing pretty good.

3 min read

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