ETFs

Displaying 1836 results
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.

BNY Mellon plans to launch ETF focusing on innovation space
INVESTING ETFS JAN 31, 2023
BNY Mellon plans to launch ETF focusing on innovation space

The BNY Mellon Innovators ETF will invest in innovation-driven companies, which are considered to be ‘leading-edge’ firms.

More advisors are jumping on the bitcoin bandwagon
INVESTING RIAS JAN 27, 2023
More advisors are jumping on the bitcoin bandwagon

With the cryptocurrency's price up 40% so far this year, a new report shows a doggedly bullish outlook among investors and advisors willing to look past extreme volatility.

Morgan Stanley's ETF debut strikes chord with fees, tests market with ESG focus
INVESTING ESG JAN 25, 2023
Morgan Stanley's ETF debut strikes chord with fees, tests market with ESG focus

Nearly a year after it announced plans to enter the ETF space, the wirehouse is banking on its Calvert brand to carry the day.

Vegan ETF gets ‘carbon neutral’ rating without credits
INVESTING ESG JAN 18, 2023
Vegan ETF gets ‘carbon neutral’ rating without credits

The VegTech Plant-based Innovation & Climate ETF is in line with a 2.12˚F temperature rise.

Look before leaping into value stocks
INVESTING EQUITIES JAN 10, 2023
Look before leaping into value stocks

Financial advisors express mixed views of the momentum of value versus growth stocks heading into the new year.

New ETF bets on companies led by women
INVESTING EQUITIES JAN 09, 2023
New ETF bets on companies led by women

Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.

Vanguard to launch municipal bond index ETF
INVESTING ETFS DEC 22, 2022
Vanguard to launch municipal bond index ETF

The Vanguard Short-Term Tax-Exempt Bond ETF would track an index of municipal bonds with maturities between one month and seven years.