Subscribe

David Hoffman

Displaying 478 results

Topic

What’s wrong with actively managed ETFs?

Although actively managed exchange-traded funds are just in their infancy, many financial advisers and even some ETF providers have already written them off.

Topic

Taxpayers on track to get record $180B in refunds

That's good news for consumer-oriented companies, which are likely to benefit from more incremental spending

Topic

SEC eyes lifting exemptive order requirement on ETFs

A stalled proposal hammered out last year to permit exchange traded funds to operate without having to obtain individual exemptive orders may finally see the light of day -- and soon.

Topic

Reverse convertible notes hot in low-yield environment

Investors snapping up the 10%-plus annual coupons on recent reverse convertible notes may be playing with fire, according to experts familiar with the stock-linked structured products.

Topic

Vanguard switches benchmarks on ten funds to steer clear of double-taxation

The Vanguard Group Inc. today changed the benchmarks for ten stock sector index mutual funds and corresponding exchange-traded funds from their old MSCI indexes to new MSCI 25/50 benchmarks. Those benchmarks are designed to meet IRS standards for registered investment companies.

Topic

iShares launches first-ever muni bond ETF with fixed end date

iShares today launched a suite of municipal bond exchange-traded funds with a planned end date. The feature allows investors to obtain targeted exposure to the municipal yield curve.

Topic

Schwab’s latest ETFs feature portfolio management

The Charles Schwab Corp. today announced the launch of six new managed portfolios of exchange-traded funds available through a fee-based portfolio advisory program.

Topic

Coming soon: A trade group just for ETFs

The founder of the No-Load Mutual Fund Association — now The Mutual Fund Education Alliance — hopes to announce the creation of a new organization representing exchange-traded funds next month.

Topic

Money fund woes fuel manager flight

More asset managers are getting out of the money market fund business because the regulatory and market environment often makes offering such funds unprofitable.

Topic

Aston Asset Management to be acquired yet again

Two mutual fund acquisitions were announced today, one involving a fund group with $6 billion in assets that has changed hands several times over the last few years.