The Senate and House bills will both die at the end of the year if they are not approved. It’s not clear whether sponsors will reintroduce them in January.
Despite lukewarm adoption by financial advisers, the financial services industry is committed to leveraging this crucial channel to get direct indexing in front of more investors.
It can be hard to keep direct-index portfolios from 'drifting' from their benchmark index as stocks are swapped in and out.
The new report cites 24 areas of focus for Catholic-values investing, some of which overlap with ESG investing.
After nearly a decade of fighting for regulatory approval of semitransparent ETFs, the asset management industry is realizing what investors really want.
The converted ETFs will join a small but growing universe of transparent active strategies.
The Federal Reserve's fight against inflation has turned boring cash accounts into top performers.
Crypto bulls see the sell-off as a buying opportunity and distinguish the offshore platform from regulated funds and U.S.-based platforms.
Regulators will press on with their climate agendas, as will anti-ESG politicians.
The fund would follow the Morningstar Global Emerging Green Technologies Select Index.
The agency is floating tighter rules that would require certain funds to have at least 80% of assets correspond to investment strategies listed in their names.
Initially, the program will be available to UK investors, but it could eventually expand to all fund shareholders.
NightShares bets on the serene sophistication of markets that are closed to beat the indexes by sitting out the action during the day.
The prospect of providing clients with a custom portfolio that meets their guidelines is something advisers see as adding value to their services.
Instead of making decisions exclusively on its own, Vanguard will give individual investors in several equity index funds more options about how their shares are voted.
Risk assets of all stripes have been climbing amid optimism that the Fed will dial back the pace of its rate hikes after it announces what's expected to be its fourth 75-basis-point rate hike in a row this week.
With the old-school mutual fund wrapper continuing to suffer during the down-market cycle, alternative strategies represent a lone bright spot.
Some funds held in many retirement savings plan have large holdings of stocks like Meta, Amazon.com and Apple, which is hurting the funds' performance this year.
With focuses spanning from municipal bonds to short-duration debt, the ETFs are meant to offer access to high yields while managing risk linked to the Federal Reserve’s aggressive monetary policy.
The cash flowing into dividend-focused exchange-traded funds is already running 25% higher than the record haul secured in 2021.
