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New ETF firm wants to shake up fixed-income investing
BondBloxx, founded by a group of former BlackRock executives, will offer fixed-income exchange-traded funds that target specific industry sectors.
ESG space should welcome the regulatory spotlight
Support from corporate executives and slick marketing is no match for rules and regulation when it comes to managing sustainable portfolios.
Motley Fool to convert its mutual funds into ETFs
The two mutual funds that combine for more than $1 billion in assets will be transformed into an ETF later this year. Bloomberg Intelligence expects $1 trillion worth of such switches to take place over the next 10 years.
Fidelity opens adviser access to fractional shares
Two years after making fractional shares available to retail investors, Fidelity is responding to demand from advisers to work with smaller accounts and further customize portfolios.
Cathie Wood, Rob Arnott go toe-to-toe at Morningstar
The two titans of growth and value investing said investors don't need to worry yet about a stock market bubble, and that the financial services industry is ripe for disruption.
For this adviser, socially responsible investing comes first
James Katz tailors his RIA, Humankind Investments, to serve clients who place the greater good at the top of mind.
Invesco reportedly in talks with State Street regarding asset management unit
The deal would be a big one, given that State Street Global Advisors, the bank's asset management unit, has about $4 trillion in assets.
ESG loyalty will be tested as performance starts to lag
A report shows that the ESG investment category 'got lucky' by benefiting from high-profile climate disasters.
Financial advisers hone their focus on ESG strategies
As investor demand grows, advisers are realizing they need to step up their ESG game.
Capital Group launches new ETFs, but without American Funds name
Executives at the 90-year-old asset manager have high hopes for building out Capital Group as a global ETF brand, with designs on a $500 billion business.
Capital Group yields to ETF craze, plans launch of active funds
The sponsor of the American Funds mutual fund family will release six fully transparent exchange-traded funds in the first quarter.
Federated enters ETF market with 2 active bond funds
The asset manager known mostly for its money market funds has high hopes for its late move into fast-growing exchange traded funds. The firm first filed plans to launch the fund 10 years ago.
SoFi fined $300,000 by SEC over proprietary fund sales
The enforcement action centered on a decision in April 2019 to replace third-party ETFs in approximately 20,000 automated accounts with funds sponsored by the firm’s parent company, Social Finance Inc.
Direct indexing emerges as must-have tool for tax management, ESG investing
The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.
The parallel paths of ETFs and annuities
The questions that RIAs have about commission-free annuities right now are the very same questions they had just 15 years ago about exchange-traded funds, which are now a core part of client portfolios.
Gensler comments open floodgates for Bitcoin fund filings
The SEC chairman's nod toward '40 Act crypto funds is the only opening the ETF space needed.
Alerian acquisition pushes ETF development to the next level
By joining forces with ETF Trends and ETF Database, Alerian seeks to become a powerful force that helps ETF providers stay ahead of the curve.
New ETF leverages crypto miners and ESG
The actively managed ETF offers the narrowest of investment themes: a leveraged play on Bitcoin with the added twist of being easy on the planet.
ETF sponsors perform well on diversity, equity and inclusion, study finds
Nearly 90% of exchange-traded fund sponsors received the highest score in Sage Advisory's study of ETF stewardship.
SEC orders UBS to pay $8 million over sales of complex exchange-traded products
Investments pegged to market volatility remained in client accounts for up to a year when they were meant to be short-term investments.
