ETFs

Displaying 1933 results
Are we set for a bonds bonanza?
ETFS JUL 14, 2023
Are we set for a bonds bonanza?

BlackRock hails once-in-a-generation opportunity as advisor urges investors not to forget long-term goals.

By Emile Hallez
DFA request for ETF share classes marks tipping point for legacy fund companies
RIA NEWS JUL 14, 2023
DFA request for ETF share classes marks tipping point for legacy fund companies

The $614 billion asset manager is applying a full-court press to take advantage of an expired Vanguard patent.

By Jeff Benjamin
Stock rally, high rates have advisors rethinking covered call strategies
EQUITIES JUL 11, 2023
Stock rally, high rates have advisors rethinking covered call strategies

Hedging equities with option income loses some luster, but still works for certain clients.

By Jeff Benjamin
Strong first half for markets forces advisors to defend pessimistic outlooks
RIA NEWS JUL 03, 2023
Strong first half for markets forces advisors to defend pessimistic outlooks

The broad markets are climbing a wall of worry, although that's been overshadowed by the triple-digit returns of tech sector highfliers.

By Jeff Benjamin
ETF designed to climb along with interest rates adjusts in stride with Fed
RIA NEWS JUN 20, 2023
ETF designed to climb along with interest rates adjusts in stride with Fed

FolioBeyond's Rising Rates ETF is being renamed the Alternative Income and Interest Rate Hedge ETF.

By Jeff Benjamin
T. Rowe launches its first transparent active equity ETFs
EQUITIES JUN 20, 2023
T. Rowe launches its first transparent active equity ETFs

The storied mutual fund complex was late to the exchange-traded fund game but has attracted $1 billion in ETF assets since launching its first suite of funds three years ago.

By Jeff Benjamin
BlackRock bitcoin ETF has crypto fans wondering about change of course at SEC
RIA NEWS JUN 16, 2023
BlackRock bitcoin ETF has crypto fans wondering about change of course at SEC

Given the three dozen others that have filed for a bitcoin ETF without success, ETF watchers are wondering if BlackRock has an inside track to gain approval.

By Jeff Benjamin
Finra spanks Schwab with $350,000 fine over disclosures on ETNs
ALTERNATIVES JUN 13, 2023
Finra spanks Schwab with $350,000 fine over disclosures on ETNs

Schwab self-reported the issues with disclosures related to exchange-traded notes, which occurred from January 2016 to December 2020, to Finra.

By Bruce Kelly
Fidelity bulks up its 'disruptor' suite with 6 new thematic ETFs
RIA NEWS JUN 13, 2023
Fidelity bulks up its 'disruptor' suite with 6 new thematic ETFs

The asset manager is banking on financial advisors' growing interest in targeted investment strategies.

By Jeff Benjamin
ETF niche players combine to form nearly $8 billion suite of specialty funds
RIA NEWS JUN 12, 2023
ETF niche players combine to form nearly $8 billion suite of specialty funds

Amplify ETFs is acquiring the assets of ETF Managers Group, bringing under one roof funds that offer exposure to marijuana, blockchain, artificial intelligence and more.

By Jeff Benjamin
Nvidia stock spike shines light on ETFs offering AI exposure
EQUITIES MAY 26, 2023
Nvidia stock spike shines light on ETFs offering AI exposure

As interest in artificial intelligence grows, it's worth looking under the hood of sector ETFs.

By Jeff Benjamin
Gensler forcefully defends mutual fund reform to skeptical industry audience
ETFS MAY 25, 2023
Gensler forcefully defends mutual fund reform to skeptical industry audience

The SEC chair drew the ire of fund officials when he suggested that the agency looks out for investors while the industry looks out for itself.

By Mark Schoeff Jr.
New ETF uses artificial intelligence to time the market
ETFS MAY 24, 2023
New ETF uses artificial intelligence to time the market

The fourth ETF from upstart Qraft will test the limits of AI by going in and out of the market based on what the data say.

By Jeff Benjamin
Envestnet launches ETFs blending active and passive strategies
ETFS MAY 15, 2023
Envestnet launches ETFs blending active and passive strategies

The four ETFs consist of passive and factor-based exposures managed by Envestnet and active exposures managed by third-party investment managers.

By Ryan W. Neal
Advisors stick with Treasuries despite political tension over debt limit
EQUITIES MAY 08, 2023
Advisors stick with Treasuries despite political tension over debt limit

'It's sort of like the nicest house on an ugly block, which, relatively speaking, is the best place to be,' said one advisor.

By Mark Schoeff Jr.
SEC orders firm, advisor to pay $933,341 for misuse of leveraged ETFs
ETFS MAY 04, 2023
SEC orders firm, advisor to pay $933,341 for misuse of leveraged ETFs

The North Dakota firm and one of its advisors didn't understand the risks associated with the complex products and failed to determine whether they were in clients' best interests, the agency says.

By Mark Schoeff Jr.
Barclays to shut 21 ETNs a year after major error tied to products
ETFS APR 19, 2023
Barclays to shut 21 ETNs a year after major error tied to products

The redemption announcement comes after the UK-based lender said it had erroneously sold $15 billion more structured notes and ETNs over the course of about a year than it had registered for.

By InvestmentNews
BlackRock to offer two buffer ETFs that aim to limit investors' losses
ETFS APR 03, 2023
BlackRock to offer two buffer ETFs that aim to limit investors' losses

The two funds would both track the returns of the iShares Core S&P 500 ETF, using options to try to reduce potential fluctuations in investors' returns.

By Bloomberg
MSCI to downgrade ESG ratings on over 30,000 funds
ETFS APR 03, 2023
MSCI to downgrade ESG ratings on over 30,000 funds

The firm’s ratings unit overhauls its methodology as ESG score providers continue to draw criticism for using inconsistent approaches that have yet to be properly regulated.

By Bloomberg
Financial advisors torn between trusting the Fed and trusting the bond market
RIA NEWS MAR 27, 2023
Financial advisors torn between trusting the Fed and trusting the bond market

The money flowing into Treasuries has some market watchers believing that the Fed's next move will be a rate cut, and that it could come as soon as June.

By Jeff Benjamin