Jeff Schlegel

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Don’t Count On A Vaccine To Cure The Economy, Sonders Warns

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Questions surrounding the first vaccine mean it probably won’t be an economic panacea—at least initially, says Schwab’s Liz Ann Sonders.

U.S. Leads The Way In ESG Skepticism

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Bucking a wider trend, U.S. institutional investors are more dubious about ESG than their global counterparts.

How Bond ETFs Can Play A Key Role In A Low-Yield World

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Investors are actively deploying bond ETFs in various ways to meet their allocation goals.

Mercer Advisors Acquires Personal Financial Advisors

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Louisiana-based PFA serves about 140 clients with total assets of $105 million.

BlackRock Launches First-Of-Its-Kind High-Yield Bond ETF

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The company says its new iShares product is the first to focus on BB-rated bonds.

Get Ready For A Social Justice ETF

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A proposed ETF from Adasina Social Capital will be based on the company’s social justice investment criteria.

First SPAC ETF Comes To Market

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The new product from Defiance ETFs taps into a growing trend that’s an alternative to the traditional IPO market.

ARK Zeroes In On Transformative Disruption

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ARK Invest’s innovation-focused ETFs have delivered big returns.

Ex-Florida Advisor Jailed For Financial Fraud, Tax Evasion

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James A. Young III was sentenced to 51 months in federal prison for defrauding older investors, among other acts.

Raymond James Combines RIA, Custody Services Divisions

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The consolidation aims to create synergies in how the company serves independent RIAs and broker-dealers.

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