Tag: ETrade

Posted on September 1, 2020

  • Motif closed its doors after raising $126mm and being one of the early innovators in the space
  • Empower purchases Personal Capital for approximately $1 billion representing the largest acquisition we have seen to date
  • Goldman Sachs set to release robo in 2021 after falling behind competition. Will they have a last-move advantage?
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Posted on August 14, 2020

  • Socially Responsible Investing continues to garner interest; 2019 net fund flows nearly 4X times greater than 2018 flows
  • Portfolio Sustainability metrics only slightly improve by choosing conscientious options
  • SRI funds are more expensive but promising performance has offset the fee hike thus far
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