Jeff Schlegel

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Two Ohio-Based RIAs To Merge Into $7B Firm

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Sequoia Financial Group and Wealthstone Advisors are expected to tie the knot in the second quarter.

New VanEck ETF Taps Into The Digital Economy

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The fund invests in companies leading the way in the digital transformation of the global economy.

An Impactful Portfolio

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The Baillie Gifford Positive Change Equities Fund has generated monster returns while seeking positive impact.

30/70 Fund Seeks Stable Returns With 7% Yield

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The Strategy Shares Nasdaq 7HANDL Index ETF provides a different take on the traditional 60/40 portfolio.

Is Bitcoin Too Dirty For Some Investors?

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Bitcoin is hot, and so is ESG investing. Can the two coexist?

Hydrogen ETFs Are Having A Moment

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Direxion launches the industry's second hydrogen-focused ETF within the past two weeks.

Yes, ESG Can Be Quantified

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It’s not always an exact science, but funds increasingly are developing processes to quantify corporations’ societal impact.

New ETF Seeks Long-Lived Success From The Longevity Economy

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The product from Hartford Funds is less about nursing homes and more about the consumer power of the over-50 crowd.

Can Hydrogen Fuel This ETF?

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A new ETF from Defiance bets that hydrogen will be a source of green energy for the world and green profits for investors.

Active, Thematic ETFs Gain Favor With Investors

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ESG funds are also a hot commodity, according to Brown Brothers Harriman.

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