Advisor Emporium

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Fidelity Adds Sustainable And Muni Mutual Funds

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Fidelity Investments announced the launch of two sustainable index funds and a defined maturity fixed-income product.

Fintech Firms Offer Inexpensive Insights on Valuation

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For advisors curious about how much their firms might be worth, two companies have come up with solutions: Truelytics has rolled out a free valuation tool, while 3xEquity has enhanced its valuation...

Nasdaq Launches Platform To Enhance Alt Liquidity

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Nasdaq Private Market has launched Alternatives to provide liquidity for alternative funds.

Small-Cap Mutual Funds Debut Amid Trump Bump

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Small-Cap Mutual Funds Debut Amid Trump Bump 2017 could be the year for small caps, thus advisors might keep two new mutual funds in mind...

Pax World adds Smart Beta, Bond, Large-Cap Funds

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To start 2017, Portsmouth, N.H.-based Pax World Management announced the launch of three mutual funds in two asset classes.

Alabama Moves Forward With ABLE Accounts

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Alabama Moves Forward With ABLE Accounts Alabama has become the latest state to implement a new savings and investment account for individuals with disabilities...

Fidelity, Peak Launch Training Program

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Fidelity, Peak Launch Training Program Fidelity Clearing & Custody Solutions and Peak Advisor Alliance have combined their resources into a new growth-oriented advisor training program.

Firms Roll Out Personalized QDIAs

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Russell Investments and Envestnet Retirement Solutions have teamed up to offer a “managed” qualified default investment alternative (QDIA) for defined contribution plans.

Schwab Aims Low With New Target Date Fund Suite

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Schwab Aims Low With New Target Date Fund Suite Charles Schwab Investment Management has launched a third suite of target-date funds using ETFs to create a retirement glide path for...

Riskalyze Brings Autopilot To Retirement Plans

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Riskalyze Brings Autopilot To Retirement Plans Sacramento, Calif...

Fidelity Adds Three New Mutual Funds, Rebrands Lineup

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In an attempt to bulk up its mutual fund lineup and create more brand consistency, Fidelity Investments has introduced three new equity funds and renamed others.

IndexIQ Offers Momentum-Based Fixed Income ETF

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IndexIQ has introduced what it hails as the first ETFs to use a momentum approach to fixed-income markets.

John Hancock Launches 5 Sector ETFs

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Boston-based John Hancock Investments has introduced five exchange-traded funds, bringing its total ETF lineup to 11 products.

Vanguard Expands Dividend, Fixed-Income ETFs

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Valley Forge, Pa.-based Vanguard Asset Management has introduced two international dividend ETFs.

WisdomTree Debuts PutWrite Strategy ETF

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New York-based WisdomTree has launched an options-driven ETF.

OppenheimerFunds Introduces Factor-Weighted ETFs

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New York-based OppenheimerFunds has introduced a suite of eight factor-weighted ETFs, making the asset manager the latest entry into the smart beta space.

BNY, Insight Bring Absolute Return Fund Stateside

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New York-based BNY Mellon Investment Management has launched its first fund subadvised by London-based Insight Investment.

Goldman Launches New Strategic Beta ETF

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New York-based Goldman Sachs Asset Management has launched an ETF aimed at providing exposure to investment opportunities in developed equity markets outside of the U.S.

Index Funds Debuts With Equal-Weighted Mutual Fund

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Denver-based Index Funds has introduced a new equal-weight smart-beta index fund.

PriceMetrix Upgrades Advisor Software

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For advisors, keeping up with the Joneses just got a little easier.

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