August 01, 2022
Schwab Launching Its First Crypto-Related ETFThe ETF aims to offer exposure to companies that can benefit from crypto-related business activities.
June 30, 2022
Grayscale Suing SEC After Its Bitcoin ETF Is RejectedA lawyer for Grayscale accused the SEC of "failing to apply consistent treatment to similar investment vehicles."
June 29, 2022
12 Best & Worst Broker-Dealer Stocks in First Half of 2022Here's how far many, but not all, of the major BDs have seen their stock prices drop since Jan. 1.
June 17, 2022
From Wordle to the Metaverse, Apps Get Less AddictiveGen Z is keenly aware of the dangers of repeated daily social media check-ins, and internet platforms are responding.
June 16, 2022
Large Cap Equity Manager of 2022: Alley CompanyThe portfolio had a strong performance in 2021, beating the Russell 1000 Value Index by 2.6%, according to Envestnet.
June 16, 2022
Large Cap Equity Manager of 2022: Wakefield Asset ManagementThe large-cap strategy has achieved a roughly 10% earnings beat rate vs. the S&P 500 over 20 years, according to Envestnet.
June 16, 2022
Small/Mid Cap Equity Manager of 2022: Congress Asset Management CompanyCongress Mid Cap Growth was up 30.6% last year, topping the Russell Mid Cap Growth Index by 17.9%, according to Envestnet.
June 16, 2022
Sustainable & Overall Asset Manager of 2022: SchrodersThe Hartford-Schroders International Stock Fund had returns of 11.4% in 2021, outpacing the benchmark by 3.6%.
June 16, 2022
Small/Mid Cap Equity Manager of 2022: Tributary Capital ManagementTributary's Small Cap portfolio returned 34% in 2021, outpacing the Russell 2000 Index by 19.2%, according to Envesnet.
June 16, 2022
Fixed Income Manager of 2022: Federated HermesThe total return bond fund topped both the Bloomberg Aggregate Bond and Bloomberg U.S. Universal benchmark indexes in 2021.