Skip to main content

Main navigation

  • News

    Featured Articles

    ESG Funds Shuttered Amid Political Backlash and Investor Scrutiny
    Ackman Sees Long-Term Rates Rising Further, Remains Short Bonds
    BofA Says Rate Worries Spark Biggest Stock Outflows This Year
    Goldman, Citadel Securities Pay SEC Millions Over Trade Labeling

    Recent

    Fed Funds Futures Trade for December Hike Sees Record Volume
    Banks May Lean on Costly 'Hot Money' to Get Through Higher-for-Longer Fed Campaign
    FusionIQ and The Wealth Advisor Join Forces Offering Advisors 1-Click Trading for ETFs and Model Portfolios
    America's Tax Collectors May Escape a Possible Government Shutdown
    Housing Economist Warns of 8% Mortgage Rates After Home Sales Disappoint

    Popular

    Interest Rates Staying 'Higher for Longer' Means at Least Through 2026 for the Fed
    Bill Gross Warns Bond Investors Face Record Third Year of Losses
    Trump Interview Sheds New Light On Fed Policy Pivot, Raises Independence Questions
    Hugh Jackman Divorce: Singer-Actor Desperate To Do This Months Before Publicizing Split
    Secrets Of The Only Manager Who Beat The Post-2008 NASDAQ

    Topics

    Direct Indexing Channel
    Model Portfolios + Strategists
    News
    Inflation Survival Advisor
    TAMPs
    The Trust Advisor
    The Retirement Advisor
    Commentaries
    Tax Protection
    Most Popular
  • Whitepapers
    Direct Indexing Buyers Guide 2023
    Model Portfolio & SMA Strategists
    2023 America's Most Advisor Friendly Trust Companies
    America's Best TAMPs 2023
    America's Best Trust Technology Buyers Guide 2023
  • Events

    No upcoming events at this time

  • Subscribe

Mobile Menu

  • The Trust Advisor
  • Direct Indexing Channel
  • Model Portfolios + Strategists
  • Commentaries
  • News
  • Inflation Survival Advisor
  • Insurance Advisor
  • The Retirement Advisor
  • Portfolio Construction
  • Tax Protection

ESG Funds Shuttered Amid Political Backlash and Investor Scrutiny

by The Wealth Advisor Contributor
Redefining Sustainability: Navigating the Evolving Landscape of ESG Investing

Featured

Goldman, Citadel Securities Pay SEC Millions Over Trade Labeling

Goldman Sachs Group Inc. and Citadel Securities each reached multimillion-dollar settlements with the SEC.

Fed Funds Futures Trade for December Hike Sees Record Volume

Trading volume surged this week in a corner of the fed funds futures market.

Ackman Sees Long-Term Rates Rising Further, Remains Short Bonds

Ackman remains short bonds. Expects long-term rates to rise further amid increasing government debt, higher energy prices and shift to green power.

Recent

Real Estate

Housing Economist Warns of 8% Mortgage Rates After Home Sales Disappoint

Homebuyers made fewer deals in August as rough housing conditions persisted. That may get even worse, one housing expert said.

Advisor Technology

Empowering Smaller Wealth Managers – The Power Of "The Cloud"

Cloud computing has gone from sounding like an obscure term to one that any manager should know about.

News

What's in a Name? New SEC Rule Demands Transparency in Fund Names

The SEC approved a rule that requires investment funds to accurately reflect their investment focus in their names. The rule states that a fund must invest at least 80% of its assets in line with the focus suggested by its name. The SEC hopes that this will help investors understand the investment strategy of a fund and prevent misleading advertising. The new rules will become effective 60 days after they are published in the Federal Register, and fund groups will have 12-18 months to comply.

Future of Wealth

Four Factors Driving Growth In Family Office Wealth Tech

Wealth tech is already a +$5bn industry and expected to be three to four times that size by 2030, not quite the same growth rate as Moore’s Law.

  • More Articles

Popular

Future of Wealth

Interest Rates Staying 'Higher for Longer' Means at Least Through 2026 for the Fed

Commentaries

Bill Gross Warns Bond Investors Face Record Third Year of Losses

News

Trump Interview Sheds New Light On Fed Policy Pivot, Raises Independence Questions

Living Rich

Hugh Jackman Divorce: Singer-Actor Desperate To Do This Months Before Publicizing Split

News

Secrets Of The Only Manager Who Beat The Post-2008 NASDAQ

Navigation

  • About
  • Contact
  • Advertise with The Wealth Advisor
  • Privacy Policy
  • Unsubscribe
  • © The Wealth Advisor 2023