ETFs expected to make up a growing share of investor portfolios in the year ahead, according to Charles Schwab & Co.’s ETF Investor Study.
The equally weighted S&P 500 index has outperformed its cap-weighted counterpart this year.
Morningstar data show women are making little progress breaking into the ranks of portfolio managers.
The low-cost provider is planning a cash-alternative exchange-traded fund whose cost is about half that of popular ETFs in the category.
Co-founders of the RIA Rachel Robasciotti and Maya Philipson will not work with clients at Abacus and will largely spend time managing their ETF. The firm reported $130 million in assets under management.
The 84-year-old fund complex enters the ETF market with four funds, including two ESG strategies, and joins a host of fund companies seeking opportunities in the semitransparent space.
The fund rebalances gold and cash based on recent market volatility. It marks the first product from Wilshire Phoenix after the firm spent much of the past two years trying to get a bitcoin ETF approved by the SEC.
Deborah Fuhr sits down with Greg Friedman, head of ETF Management and Strategy at Fidelity, to discuss the listing of the Fidelity Magellan ETF, the criteria investors should consider when deciding between using an ETF or a mutual fund.
Record outflows from mutual funds have analysts wondering about the future of giants like American Funds, T. Rowe Price and Dimensional Fund Advisors. While mutual funds still hold more than three times the assets of exchange-traded funds, they registered a record $289 billion in outflows last year, according to Morningstar.
There are now five companies offering downside protection through buffered ETFs, and two more firms with products in the filing stages
More than half of advisers say they expect to increase usage, according to a new survey by Broadridge Financial
The new platform will be seeded with six funds managing $167 billion in a effort to manage capacity issues
American Portfolios, Benjamin Edwards, Royal Alliance, Securities America, Summit Financial to pay
Agency also seeks comments on whether additional rules are needed to protect investors buying complex products
The industry is overly dependent on the markets for revenue growth, according to an InvestmentNews pricing study
Targeted ETF strategies are up more than 80% so far this year as Biden gains steam
The new fund joins a short list of other exchange-traded products that have had mixed investing results
The asset manager is placing the heft of a $22 billion flagship fund behind a fledgling ETF model
By applying ESG screens, the new funds alter the composition of the traditional indexes
There's a growing appeal for the downside protection the products provide, but there's also a downside to that protection
