The fund is a collaboration with Nuveen, which is managing the fund.
The Parnassus Mid Cap Fund’s emphasis on quality companies and ESG has produced steady returns.
But debt levels remain high, and policy initiatives should focus on those most in need of help, EBRI said.
Miguel Gomez’s podcast has attained a wide following that includes some unlikely places.
The Morgan Creek – Exos SPAC Originated ETF is a joint effort from a hedge fund and a fintech company run by a former CEO of Credit Suisse.
Total fund flows last year were well below average annual inflows from the past decade, according to Morningstar.
The fund reflects the goals of the American Heart Association and will compete in the red-hot health-care sector.
Pinnacle Wealth Solutions is a hybrid firm affiliated with Raymond James.
Portland Ore.-based McGee Wealth Management manages $815 million in assets.
The firm’s purchase of Atlanta Financial Associates follows its announced addition of another Atlanta RIA.
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