ETFs

Displaying 1823 results
Nvidia stock spike shines light on ETFs offering AI exposure
INVESTING EQUITIES MAY 26, 2023
Nvidia stock spike shines light on ETFs offering AI exposure

As interest in artificial intelligence grows, it's worth looking under the hood of sector ETFs.

Gensler forcefully defends mutual fund reform to skeptical industry audience
INVESTING ETFS MAY 25, 2023
Gensler forcefully defends mutual fund reform to skeptical industry audience

The SEC chair drew the ire of fund officials when he suggested that the agency looks out for investors while the industry looks out for itself.

New ETF uses artificial intelligence to time the market
INVESTING ETFS MAY 24, 2023
New ETF uses artificial intelligence to time the market

The fourth ETF from upstart Qraft will test the limits of AI by going in and out of the market based on what the data say.

Envestnet launches ETFs blending active and passive strategies
INVESTING ETFS MAY 15, 2023
Envestnet launches ETFs blending active and passive strategies

The four ETFs consist of passive and factor-based exposures managed by Envestnet and active exposures managed by third-party investment managers.

Advisors stick with Treasuries despite political tension over debt limit
INVESTING EQUITIES MAY 08, 2023
Advisors stick with Treasuries despite political tension over debt limit

'It's sort of like the nicest house on an ugly block, which, relatively speaking, is the best place to be,' said one advisor.

SEC orders firm, advisor to pay $933,341 for misuse of leveraged ETFs
INVESTING ETFS MAY 04, 2023
SEC orders firm, advisor to pay $933,341 for misuse of leveraged ETFs

The North Dakota firm and one of its advisors didn't understand the risks associated with the complex products and failed to determine whether they were in clients' best interests, the agency says.

Barclays to shut 21 ETNs a year after major error tied to products
INVESTING ETFS APR 19, 2023
Barclays to shut 21 ETNs a year after major error tied to products

The redemption announcement comes after the UK-based lender said it had erroneously sold $15 billion more structured notes and ETNs over the course of about a year than it had registered for.

BlackRock to offer two buffer ETFs that aim to limit investors' losses
INVESTING ETFS APR 03, 2023
BlackRock to offer two buffer ETFs that aim to limit investors' losses

The two funds would both track the returns of the iShares Core S&P 500 ETF, using options to try to reduce potential fluctuations in investors' returns.

MSCI to downgrade ESG ratings on over 30,000 funds
INVESTING ESG APR 03, 2023
MSCI to downgrade ESG ratings on over 30,000 funds

The firm’s ratings unit overhauls its methodology as ESG score providers continue to draw criticism for using inconsistent approaches that have yet to be properly regulated.

Financial advisors torn between trusting the Fed and trusting the bond market
INVESTING RIAS MAR 27, 2023
Financial advisors torn between trusting the Fed and trusting the bond market

The money flowing into Treasuries has some market watchers believing that the Fed's next move will be a rate cut, and that it could come as soon as June.

Covered call ETFs uncovered
INVESTING ETFS MAR 21, 2023
Covered call ETFs uncovered

The age-old strategy, neatly wrapped in the low-cost convenience of an exchange-traded fund, has gained fresh momentum in the volatile market environment.

Advisors flock to ETF that upends traditional value investing metrics
INVESTING RIAS MAR 07, 2023
Advisors flock to ETF that upends traditional value investing metrics

Pacer's COWZ ETF has grown to $13 billion by screening for free cash flow yields to identify intangible assets.

Morgan Stanley ESG ETFs get the cold shoulder
INVESTING ESG MAR 03, 2023
Morgan Stanley ESG ETFs get the cold shoulder

Critics say Morgan Stanley's big launch of six Calvert ETFs was poorly timed in an environment where ESG has become a political football.

Schwab ordered to pay investor $144,000 for allegedly unsuitable complex ETF
INVESTING ETFS FEB 14, 2023
Schwab ordered to pay investor $144,000 for allegedly unsuitable complex ETF

Dominic Ismert's attorney said the recommendation to invest in an oil fund was made 'off the cuff,' without appropriate research and analysis of whether it was suitable for him.

Vanguard's tax-busting fund design may face competition   
INVESTING ETFS FEB 09, 2023
Vanguard's tax-busting fund design may face competition   

PGIA has filed to replicate Vanguard’s model, which if approved, could potentially apply to 20 products with about $100 billion spread across the mutual fund issuer's 5 US subsidiaries.

Bond managers see 2023 as stark contrast from carnage last year
INVESTING EMERGING MARKETS FEB 07, 2023
Bond managers see 2023 as stark contrast from carnage last year

DoubleLine's Jeff Sherman and BlackRock's Steve Laipply see many opportunities in the fixed-income market.

Mutual fund companies can no longer ignore ETFs
INVESTING ETFS FEB 07, 2023
Mutual fund companies can no longer ignore ETFs

Active managers American Funds and T. Rowe Price are finding success as newcomers to the exchange-traded fund space.

Direct indexing touted as client prospecting tool
INVESTING RIAS FEB 06, 2023
Direct indexing touted as client prospecting tool

The product can benefit any investor with a taxable account, not just the wealthiest clients, says a panelist at the ETF Exchange conference.

Bucking the trend: Why some advisors refuse to outsource investment management
INVESTING RIAS FEB 02, 2023
Bucking the trend: Why some advisors refuse to outsource investment management

As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.

In 'hell freezes over' moment, American Funds pairs up with passive ETFs
INVESTING RIAS FEB 01, 2023
In 'hell freezes over' moment, American Funds pairs up with passive ETFs

The 90-year-old active management complex is launching 12 model portfolios that combine its active mutual funds with ETFs from Schwab, Vanguard and BlackRock.