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
Regulation would require ‘concise, visually engaging’ shareholder reports that help investors understand fees, risks and performance
The exchange-traded fund industry has suddenly attracted large asset managers that have until recently shunned the business
The wirehouse will become the latest major asset managers to enter the fray
TGIF is the ticker for the exchange-traded fund, which will distribute cash each Friday
The jury is still out on whether financial advisers will buy into the unique new fund wrapper
So far this year, 68 active exchange-traded funds have started trading, compared with 63 passive ones
The exchange-traded fund industry's fee war may be running out of steam
