New Schwab research shows the growing appeal of exchange-traded funds, while raising questions about whether investors are open to direct indexing.
The new fund will have an expense ratio of just 0.03%. That’s lower than even The Vanguard Group’s $17 billion muni ETF, which charges 0.05%.
The index fund giant is making history with its first-ever shuttering of a U.S.-listed ETF, but it's not elaborating on its plans for its five other factor-based funds.
Cash saw inflows of $30 billion in the week through Sept. 21 with the vast bulk now earning upwards of 2%, with pockets paying 3%, 4% or more.
The Carbon Strategy ETF, which is listed on NYSE Arca, will hold futures contracts on carbon allowances in emissions trading systems in Europe and North America.
A pair of exchange-traded funds would analyze the financial disclosure of lawmakers from both parties and their spouses and dependent children.
The firm's other active sustainable exchange-traded fund, Climate Change Solutions, launched in 2021.
The asset manager's initial lineup includes the Ultra Short Income and Tax-Aware Short Duration Municipal ETFs.
Regulators, analysts and financial advisers worry the easy access to enhanced performance will hurt unsophisticated investors.
While advisers may not expect anywhere near the market growth over the next year that investors enjoyed in 2021, many advisers believe they’ve already seen the bottom this year.
The FolioBeyond Rising Rates ETF, which launched in October, is gaining appeal for advisers as it nears the $100 million mark.
The move to provide guaranteed lifetime income products in defined-contribution plans will transform retirement planning.
The fund, bearing the name of Milwaukee Bucks power forward Giannis Antetokounmpo, would exclude fossil fuels, mining and other activities.
The firm was fined $210,000 for falling short on its supervision of short-term mutual fund trades, the regulator said.
The active fund will be subadvised by Ninety One North America and will hold about 25 global 'environmental companies' in its portfolio.
The world's largest ETF, the $387 billion SPDR S&P 500 Trust, continues to fall victim to the trend as money managers gravitate to its lower-cost clone.
The asset manager said requiring new disclosures for funds that just consider ESG criteria among many other factors could muddle the situation.
The QDIA combines a target-date fund for younger individuals and Stadion’s StoryLine managed account service for participants aged 50 and older.
William Galvin announced a 'sweep' of firms offering the new ETFs, which he compared to gambling at a casino.
The investing giant will offer two ETFs tied to indexes that track large corporates and small- to medium-sized businesses in both Europe and the US.
