1. Articles in category: Business Development

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    1. How Brexit Has Affected U.K. Stocks, ETFs

      How Brexit Has Affected U.K. Stocks, ETFs

      While United Kingdom stocks rebounded Wednesday after the no-deal vote, the country-related ETFs remain depressed with lingering concerns weighing on the market. The iShares MSCI United Kingdom ETF (NYSEArca: EWU), the largest U.K.-related ETF, was up 1.2% Wednesday and gained 10.8% year-to-date. Nevertheless, the big unknown with just over two weeks until a deadline for [...]

      The post How Brexit Has Affected U.K. Stocks, ETFs appeared first on ETF Trends.

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    2. Consumers May Have ‘Blind Spot’ When It Comes to Retirement Fraud

      Consumers May Have ‘Blind Spot’ When It Comes to Retirement Fraud

      Consumers tend to worry about “high-touch” products, such as credit cards and bank accounts, more than they worry about long-term savings accounts, such as their workplace retirement plans and IRAs, a new study warns.

      Nearly 80% of American consumers are concerned about financial fraud, according to a LIMRA Secure Retirement Institute study, “Financial Fraud and Retirement Accounts: An Opportunity to Engage, Educate and Build Trust.” And even though a quarter report they have been a victim of financial fraud, the levels of concern vary significantly across the different types of financial products.

      Concern about credit card fraud was found to ...

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    3. Zero-fee funds cast Fidelity-sized cloud over passive issuers

      There’s a Fidelity-sized cloud hanging over asset managers gathering at the marquee event for ETFs this week.

      After the $2.6 trillion Boston-based behemoth started selling mutual funds without an annual management charge last year, fees — and how to get them — have loomed over the industry. The annual “Inside ETFs” conference in Hollywood, Florida is no exception.

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    4. How one investor used ESG principles to avoid being gored by the PG&E bankruptcy

      How one investor used ESG principles to avoid being gored by the PG&E bankruptcy

      Investors may find it hard to overlook the irony that PG&E Corp., a California utility that ranked high on environmental, social and governance investing scorecards, may be the first corporate bankruptcy linked to climate change.

      But one investor, Julie Gorte, senior vice president for sustainable investing at Pax World Funds, said PG&E’s spectacular fall not only underlined the dangers of simply ticking boxes when it comes to the environmental, social and governance, or ESG, investing criteria, it revealed an area of neglect for the popular investment trend: Investors aren’t fully considering the risks around climate-change adaptation ...

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    5. The ETF Industry’s Biggest Problem, and How to Fix It

      The ETF Industry’s Biggest Problem, and How to Fix It

      Exchange-traded funds have been hailed for their accessibility, transparency, and, above all, low costs. But the way in which investors are actually able to buy and sell ETFs—and at what cost—runs counter to their promises.

      Even the word the industry uses—distribution—obscures the process: ETF providers have to get their products in front of investors, whether that means via a discount brokerage aimed at individuals and registered investment advisors, or on the platforms offered at big wealth managers, or through any other means of institutional trading. How do ETF providers get on these platforms? They pay.

      This ...

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    6. The Past Decade’s Best Alternative Investments

      The (Relatively) Brighter Side It has been 10 years since alternative investments burst onto the scene. In 2009, after the financial crash, they were the mutual fund story, gathering much of the industry’s headlines. Hundreds of alternatives funds were launched over the next several years. Exchange-traded funds followed suit, with offerings that ranged from staid to highly speculative. The timing was poor; with one notable exception (more on that later), equities have since pounded all rivals.

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    7. When it comes to investment giants furthering social good, many see a disconnect between words and action

      When it comes to investment giants furthering social good, many see a disconnect between words and action

      BlackRock, State Street, and Vanguard control an enormous share of the S&P 500, giving them unprecedented clout. And yet they rarely use all their power to push companies on the world’s biggest challenges.

      Seven years ago, University of Michigan management professor Jerry Davis spoke at a meeting of the Labor and Employment Relations Association in Chicago, where he highlighted the growing dominance of a handful of investment firms.

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    8. Are you overpaying your financial adviser?

      Are you overpaying your financial adviser?

      Investment management can cost as little as 0.25% of a portfolio’s value each year. Yet many people still pay 1%, or even more, for financial advice.

      Whether they’re getting a good deal depends on exactly what they get in exchange. Spoiler alert: Many should be getting a lot more, or paying a lot less.

      Financial advice can encompass a lot of different services, which fall primarily into two camps:

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    9. Fight this behavioral impulse when picking your 401(k) investments

      Fight this behavioral impulse when picking your 401(k) investments

      The best piece of investment advice you might ever get is to re-sort the list of investment options for your 401(k).

      Right now the choices are probably listed alphabetically. Change to rank them by expense ratio. If you can’t do that, focus on that information as you scroll down the list.

      That’s because the order of the list makes a big difference in what you choose.

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    10. Denial Might Be a Smart Investment Strategy. Here’s Why.

      Denial Might Be a Smart Investment Strategy. Here’s Why.

      Denial sometimes is a very worthwhile virtue for retiree investors.

      That seems like an odd thing to say, since retirees’ livelihoods are crucially dependent on the financial markets. How can burying our heads in the sand be a good idea?

      But the stock market’s recent correction—or bear market, depending on which benchmark you focus on—is likely to cause you to react in self-destructive ways. Unless you can change your psyche, which is unlikely, it’s not a bad idea to just not look.

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    11. Why Aren’t Hedge Funds Required to Fight Money Laundering?

      Why Aren’t Hedge Funds Required to Fight Money Laundering?

      by Heather Vogell

      For many years, the federal government has required banks, brokerages and even casinos to take steps to stop customers from using them to clean dirty money.

      Yet one major part of the financial system has remained stubbornly exempt, despite experts’ repeated warnings that it is vulnerable to criminal manipulation. Investment companies such as hedge funds and private equity firms have escaped multiple efforts to subject them to rules meant to combat money laundering.

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    12. Risk tolerance crumbles as economic angst grows

      Clients' risk tolerance is unraveling as stock market volatility gnaws away at their nerves and new economic worries cloud the horizon, advisors say.

      Indeed, the appetite for risk dropped sharply for the third month in a row, according to the latest Retirement Advisor Confidence Index — Financial Planning’s monthly barometer of business conditions for wealth managers. The component tracking client risk tolerance slid 5.2 points to 25.8, its lowest level since the index was launched in mid-2012.

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