ETFs

Displaying 1933 results
Covered call ETFs uncovered
ETFS MAR 21, 2023
Covered call ETFs uncovered

The age-old strategy, neatly wrapped in the low-cost convenience of an exchange-traded fund, has gained fresh momentum in the volatile market environment.

By Jeff Benjamin
Advisors flock to ETF that upends traditional value investing metrics
RIA NEWS MAR 07, 2023
Advisors flock to ETF that upends traditional value investing metrics

Pacer's COWZ ETF has grown to $13 billion by screening for free cash flow yields to identify intangible assets.

By Jeff Benjamin
Morgan Stanley ESG ETFs get the cold shoulder
RIA NEWS MAR 03, 2023
Morgan Stanley ESG ETFs get the cold shoulder

Critics say Morgan Stanley's big launch of six Calvert ETFs was poorly timed in an environment where ESG has become a political football.

By Jeff Benjamin
Schwab ordered to pay investor $144,000 for allegedly unsuitable complex ETF
ETFS FEB 14, 2023
Schwab ordered to pay investor $144,000 for allegedly unsuitable complex ETF

Dominic Ismert's attorney said the recommendation to invest in an oil fund was made 'off the cuff,' without appropriate research and analysis of whether it was suitable for him.

By Mark Schoeff Jr.
Vanguard's tax-busting fund design may face competition   
ETFS FEB 09, 2023
Vanguard's tax-busting fund design may face competition   

PGIA has filed to replicate Vanguard’s model, which if approved, could potentially apply to 20 products with about $100 billion spread across the mutual fund issuer's 5 US subsidiaries.

By Bloomberg
Bond managers see 2023 as stark contrast from carnage last year
EMERGING MARKETS FEB 07, 2023
Bond managers see 2023 as stark contrast from carnage last year

DoubleLine's Jeff Sherman and BlackRock's Steve Laipply see many opportunities in the fixed-income market.

By Jeff Benjamin
Mutual fund companies can no longer ignore ETFs
ETFS FEB 07, 2023
Mutual fund companies can no longer ignore ETFs

Active managers American Funds and T. Rowe Price are finding success as newcomers to the exchange-traded fund space.

By Jeff Benjamin
Direct indexing touted as client prospecting tool
RIA NEWS FEB 06, 2023
Direct indexing touted as client prospecting tool

The product can benefit any investor with a taxable account, not just the wealthiest clients, says a panelist at the ETF Exchange conference.

By Jeff Benjamin
Bucking the trend: Why some advisors refuse to outsource investment management
RIA NEWS FEB 02, 2023
Bucking the trend: Why some advisors refuse to outsource investment management

As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.

By Jeff Benjamin
In 'hell freezes over' moment, American Funds pairs up with passive ETFs
RIA NEWS FEB 01, 2023
In 'hell freezes over' moment, American Funds pairs up with passive ETFs

The 90-year-old active management complex is launching 12 model portfolios that combine its active mutual funds with ETFs from Schwab, Vanguard and BlackRock.

By Jeff Benjamin
BNY Mellon plans to launch ETF focusing on innovation space
ETFS JAN 31, 2023
BNY Mellon plans to launch ETF focusing on innovation space

The BNY Mellon Innovators ETF will invest in innovation-driven companies, which are considered to be ‘leading-edge’ firms.

By Bloomberg
More advisors are jumping on the bitcoin bandwagon
RIA NEWS JAN 27, 2023
More advisors are jumping on the bitcoin bandwagon

With the cryptocurrency's price up 40% so far this year, a new report shows a doggedly bullish outlook among investors and advisors willing to look past extreme volatility.

By Jeff Benjamin
Morgan Stanley's ETF debut strikes chord with fees, tests market with ESG focus
RIA NEWS JAN 25, 2023
Morgan Stanley's ETF debut strikes chord with fees, tests market with ESG focus

Nearly a year after it announced plans to enter the ETF space, the wirehouse is banking on its Calvert brand to carry the day.

By Jeff Benjamin
Vegan ETF gets ‘carbon neutral’ rating without credits
ETFS JAN 18, 2023
Vegan ETF gets ‘carbon neutral’ rating without credits

The VegTech Plant-based Innovation & Climate ETF is in line with a 2.12˚F temperature rise.

By Emile Hallez
Look before leaping into value stocks
EQUITIES JAN 10, 2023
Look before leaping into value stocks

Financial advisors express mixed views of the momentum of value versus growth stocks heading into the new year.

By Jeff Benjamin
New ETF bets on companies led by women
EQUITIES JAN 09, 2023
New ETF bets on companies led by women

Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.

By Jeff Benjamin
Vanguard to launch municipal bond index ETF
ETFS DEC 22, 2022
Vanguard to launch municipal bond index ETF

The Vanguard Short-Term Tax-Exempt Bond ETF would track an index of municipal bonds with maturities between one month and seven years.

By Bloomberg
ETF pioneer Kathleen Moriarty dies at 69
ETFS DEC 22, 2022
ETF pioneer Kathleen Moriarty dies at 69

She earned the nickname 'SPDR Woman' for her work on the SPDR S&P 500 ETF Trust, which State Street Corp. introduced in 1993.

By Bloomberg
Was 2022 the best year ever for exchange-traded funds?
ETFS DEC 19, 2022
Was 2022 the best year ever for exchange-traded funds?

From asset flows out of mutual funds and into ETFs, to mutual fund-to-ETF conversions and the emergence of single-stock ETFs, the liquid, low-cost, tax-efficient ETF wrapper has notched a lot of wins this year.

By Jeff Benjamin
Big Three's grip on ETF market continues to slip
ETFS DEC 15, 2022
Big Three's grip on ETF market continues to slip

Vanguard, BlackRock and State Street still command about 79% of all U.S. exchange-traded fund assets, but that's down from 91% in 2006.

By Bloomberg