In a little more than two years, 14 ETNs linked to the Exchange Volatility Index have been launched; warning, VIX aren't for kids
In the wake of last week's announcement by the Nasdaq OMX Group Inc. that it will re-balance the Nasdaq-100 Index for the first time in 13 years, portfolio managers are warning that investors could see greater volatility in technology stocks over the next few weeks
Morningstar Inc. soon will begin ranking — and possibly even applying its popular star rating to — exchange-traded-fund model portfolios used by financial advisers, a first for the burgeoning industry
Asset manager set to launch customized programs for broker-dealers
As advisers to 401(k) plans brace for upcoming regulations mandating greater fee disclosure, The Charles Schwab Corp., BlackRock Inc. and TD Ameritrade Trust Co. are among a number of firms that are launching lower-cost options ranging from exchange-traded funds to index-fund-only plans
Exchange traded funds seen as ideal for portfolio weighting and diversification; 'it's not a fad'
Mutual funds still dominate retail fund assets in broker-dealer wrap programs
RiverPark looking at launching actively managed exchange-traded funds; 'going to tread slowly'
Acquisition by company's subsidiary gives financial industry giant entrée into the market for active offerings
Brokerage firm's inaugural list of exchange-traded funds targets retail investors; 48 funds in all, 11 from Schwab.
Guggenheim Partners LLC is in talks about combining its former Claymore Group Inc. exchange-traded-fund business with its Rydex SGI business, according to people familiar with the situation
Western & Southern Financial Group Inc.'s decision to base its variable annuity investment options on exchange-traded funds is a positive for the insurer, allowing it to better manage market risk tied to the products, according to Moody's Investors Service
Guggenheim Partners LLC, an investment firm founded by the famous family for which it is named, announced today it is acquiring Security Benefit Corp. — and with it Rydex SGI.
Active exchange-traded funds for the most part have been slow to take off
Executives at BlackRock Inc. and Invesco PowerShares Capital Management LLC are calling on regulators to address suitability requirements for the sale of sophisticated ETFs, such as commodities-based and leveraged funds.
Index specialist carving out big piece of the action; 'investor favorability' cited
T. Rowe Price Group Inc. appears to be inching closer to launching its first actively managed exchange-traded fund — a fixed-income offering — and experts predict that it will be the first of many of its kind this year.
Cumberland Advisors, which manages $1.5 billion in separately managed accounts, has shifted its portfolio to 20% cash — the highest that it has been since early 2008, over fears related to the situation in Egypt
Executives at BlackRock Inc. and Invesco PowerShares Capital Management LLC are calling on regulators to address suitability requirements for the sale of sophisticated ETFs such as commodities-based and leveraged funds
