For years, investors in mutual funds and ETFs have been investing in products whose actual portfolio holdings can stray dramatically from what's implied by the name of the fund.
The more funds an advisor adds to a client's portfolio, the higher the likelihood of serious stock duplication.
The prospect of Grayscale converting its bitcoin trust into an ETF is seen as more likely after the SEC declined to appeal a court ruling in Grayscale's favor.
The federal appeals court ruling in August was heralded by crypto advocates as a watershed moment for the industry.
Some money managers are starting to convert separately managed accounts to ETFs to take advantage of the tax efficiency of the ETF wrapper.
Advisors reflect on effectiveness of 'volatility buffer' covered-call ETFs, with few single-stock versions available.
Vanguard says investors are returning to risk assets.
Tuttle Capital filed with the SEC for two products, one that would short socially conscious companies and another that would invest in gunmakers.
'Crypto is on a journey from a niche asset class to a mainstream asset class,' says an advisor.
There has been a trend away from mutual funds toward ETFs, but not in the 401(k) world, and fund provider F/m Investments sees that an opportunity.
The fund aimed to track the stocks picked by CNBC's Jim Cramer.
Tema ETFs providing new opportunities for diversified portfolios.
But demand for futures products, rather than spot ones, is a big question.
The firm reduced fees by as much as half on its low-cost Portfolio ETFs, which are for buy-and-hold investors.
Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'
NightShares shutters two ETFs that only invest when the market is closed.
More than three million shareholder accounts in BlackRock's iShares Core S&P 500 ETF will be able to vote.
BlackRock hails once-in-a-generation opportunity as advisor urges investors not to forget long-term goals.
The $614 billion asset manager is applying a full-court press to take advantage of an expired Vanguard patent.
Hedging equities with option income loses some luster, but still works for certain clients.
