Wealth Creation Investing

This article was originally published on this site ThinkAdvisor Gender Lens Investors Have New Tool to Screen 5000 Mutual FundsThinkAdvisorIndividual and institutional investors that apply a gender lens to mutual fund and ETF investments can now enhance that process by using a new screening tool rolled out Tuesday by As You Sow, a nonprofit that […]

This article was originally published on this site Livemint Chart of the Day: In HDFC Mutual Fund we trustLivemintIn just two months, HDFC Mutual Fund has moved from number five in the league tables for liquid and money market funds to the top spot. The assets under management (AUM) at HDFC Mutual Fund in these […]

This article was originally published on this site Fund managers snapped up US equities during October volatilityCitywire USAThe US was the most favored equity region globally, just above emerging market equities. Looking ahead, though, the US market dip may indicate an expected shift to overseas stocks, as 45% of investors predicted non-US equities will be […]

Moneyweb.co.za Discretionary fund managers add a level of independence in wealth managementMoneyweb.co.zaThe DFM industry has seen rapid growth over the last few years, both in terms of assets under advisory and the number of DFMs in the market, says Stephen Backhouse, who is responsible for strategic relationships at investment platform INN8. DFMs are …

InvestmentNews Mariner Wealth Advisors acquires $2 billion Patriot Wealth ManagementInvestmentNewsMariner has more than 125 wealth advisers. It supports them with an investment committee and business development team, as well as back-office support in human resources, operations, finance, information technology, marketing, legal and compliance.

This article was originally published on this site Tax tips: Capital gains on mutual funds – Monterey HeraldMonterey County HeraldQuestion: Anticipating the stock market is due for a correction on the downside, I recently sold my mutual fund portfolio. The funds were purchased many years … and more »

This article was originally published on this site Tax tips: Capital gains on mutual fundsMonterey County HeraldQuestion: Anticipating the stock market is due for a correction on the downside, I recently sold my mutual fund portfolio. The funds were purchased many years ago and all my dividends were reinvested. How do I calculate my tax […]

WealthManagement.com Howard Marks: Advisors Should Focus on Client RiskWealthManagement.comWealth Management: Does the continuing automation of the investment business spell doom for retail investment advisors? Howard Marks: In all parts of the investment industry—as in the rest of the business world—the key question will be, “Can humans …

This article was originally published on this site Quartz This tool is an easy way to check if your investments support gender equalityQuartzThe latest is by the nonprofit organization As You Sow, based in Oakland, California, which has created an online screening tool that anyone can use for free to find out how a given […]

This article was originally published on this site WWD Free ‘Gender Smart’ Tool Filling Gaps In Mutual FundsWWDPut your mutual fund money where your values are — that’s the aim of the newest investment tool from As You Sow, a nonprofit organization that focuses on environmental and social corporate responsibility within its portfolio of initiatives. […]