The Pax Global Opportunities Fund is first new product this year.
The largest RIAs have their own special challenges, according to Cerulli Associates.
It includes more than 300 investments that report financial returns as well as social and environmental impact.
The money from the $125 million in notes will be used for projects in underserved communities.
Private foundations are well positioned to continue giving at record levels in 2018, Foundation Source says.
Advisors who work with retirement plan sponsors will have access to new planning tools, the company said.
Successful advisory firms are using branding and value add services to continue growing, according to a Schwab study.
Fidelity Investments is launching a model portfolio tool to help advisors with constructing clients’ portfolios.
Former Merrill Lynch managing director Bruce Lee has created a new wealth management firm in Chicago.
It marks the first time women have held both the chairmanship and vice chairmanship of the CFA Institute board.
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