Elizabeth Lilly, former GAMCO small-cap manager, on her new fund, why active investing works for small cap stocks, and what the research says about female portfolio managers (Hint: They’re often better at it than men.)
Principal, Prudential Financial, Thriven Financial, TIAA and Voya Financial were among the 135 companies listd as the Most Ethical Companies in the world by Ethisphere. The American financial services firms were the only ones to make the list among 23 countries surveyed. ...
Merrill Edge Adds ESG Ratings Merrill Edge has updated its online client portal to allow investors to score their holdings based on MSCI ESG Ratings, or environmental, social and governance factors. ...
Kestra to Offer eMoney's Planning Platform Kestra Financial said Monday it has partnered with eMoney Advisor on its new integrated client portal. Self-registration and onboarding, mobile web access, account aggregation and organization, and unlimited secure document storage are some of the features of the new portal, along with eMoney’s wealth management technology. ...
