February 8, 2012

ETFs approaching 'critical mass' as clients accelerate investments

January net inflows into exchange-traded funds highest in 16 months; bond funds the main beneficiaries

• exchange traded funds (ETFs)

February 7, 2012

What advisers should know about ETF model portfolios

By Adam Patti

In 2011, the Exchange-Traded Fund (ETF) industry passed a key milestone when total assets invested in ETFs crossed the $1 trillion mark. While the growth of the industry has been impressive, particularly given the market conditions that greeted many ETF launches over the last five years, there is...

• exchange traded funds (ETFs),
• investment strategies

January 29, 2012

ETF strategies gain traction

By Bloomberg News

Money overseen by U.S. investment managers who buy exchange-traded funds instead of individual stocks and bonds rose by 43% during the 12-month period ended Sept. 30, even faster than the growth for ETFs, according to a report from Morningstar Inc. Assets in the 370 ETF-based...

• E*Trade Financial Corp.,
• exchange traded funds (ETFs)

January 24, 2012

ETF hit home? Investment advisers piling into exchange-traded funds

Data shows investment managers embracing passive funds with a passion; low fees a big draw

• exchange traded funds (ETFs)

January 19, 2012

BlackRock's Fink: Indexing all the rage in 2012

By Jason Kephart

With low interest rates, investors actively seeking passive management, fund firm boss says

• BlackRock Inc.,
• exchange traded funds (ETFs)

January 15, 2012

All eyes on Pimco's ETF clone

By Jason Kephart

Pimco, whose Total Return Fund is the biggest Kahuna in the mutual fund world, expects to make just as big a splash with the ETF version of the fund. Last week, Pacific Investment Management Co. LLC said that on March 1, it expects to launch the highly anticipated ETF version of its ...

• bonds / fixed income,
• E*Trade Financial Corp.,
• exchange traded funds (ETFs),
• Pacific Investment Management Company (Pimco)

January 8, 2012

What to watch for when investing in master limited partnerships

As Wall Street continues to package master limited partnerships inside retail-oriented products, financial advisers should pay close attention to the tax consequences of their choices. Thanks to the Tax Reform Act of 1986, which was designed to boost investment in mostly energy-...

• alternative investments,
• E*Trade Financial Corp.,
• exchange traded funds (ETFs),
• exchange traded notes (ETNs)

January 4, 2012

Late to the party, Fidelity aims to squeeze into packed ETF market

By Jason Kephart

Fund giant looks to launch first exchange-traded fund since 2003; ‘if it's not broke, why fix it?'

• exchange traded funds (ETFs),
• Fidelity Investments

December 4, 2011

Dividend stocks 'the name of the game' for retirees

By Dan Jamieson

Financial advisers increasingly are looking to dividend income as a means to provide cash flow to retired clients — despite some obvious risks in doing so.

• E*Trade Financial Corp.,
• equities,
• exchange traded funds (ETFs),
• mutual funds

December 1, 2011

When trading ETFs, it pays to use limit orders

By Jeff Benjamin

ETFs keep growing, underscoring the importance of exactly how they are bought and sold.

• Charles Schwab & Co.,
• exchange traded funds (ETFs),
• Investment Company Institute (ICI)