ETFs

Displaying 1933 results
Schwab goes off script with crypto ETF filing
ALTERNATIVES MAR 03, 2022
Schwab goes off script with crypto ETF filing

The index-based strategy, which has been described as 'baby steps' into the crypto space, will not offer direct exposure to digital currencies.

By Jeff Benjamin
Russian invasion and sanctions drive oil price rally
EQUITIES FEB 28, 2022
Russian invasion and sanctions drive oil price rally

While the S&P 500 Index has fallen 6% so far this year, some exchange-traded funds that focus on the oil sector have surged.

By Jeff Benjamin
Why RIAs should look at PE the way PE looks at RIAs
RIA NEWS FEB 17, 2022
Why RIAs should look at PE the way PE looks at RIAs

As private equity pours cash into wealth management, financial advisers should be exposing clients to private equity investments.

By Jeff Benjamin
Massachusetts charges broker-dealer for unsuitable sales of leveraged ETFs
ETFS FEB 17, 2022
Massachusetts charges broker-dealer for unsuitable sales of leveraged ETFs

Purshe Kaplan Sterling allowed its agents to conduct thousands of transactions involving the complex products as investment adviser reps for another firm.

By Mark Schoeff Jr.
Energy sector rally exposes Achilles' heel of ESG investing
EQUITIES FEB 11, 2022
Energy sector rally exposes Achilles' heel of ESG investing

ESG indexes that are loaded with technology and shun energy have been taking it on the chin so far in 2022.

By Jeff Benjamin
ETFs give advisers varied tools for fighting inflation
RIA NEWS FEB 04, 2022
ETFs give advisers varied tools for fighting inflation

The new Amplify Inflation Fighter ETF joins a short list of strategies designed to hedge and leverage price pressures.

By Jeff Benjamin
AllianceBernstein makes late push into ETFs
ETFS FEB 02, 2022
AllianceBernstein makes late push into ETFs

AB plans to launch active ETFs in the U.S. later this year, and it has recruited Noel Archard from State Street to head the effort.

By Jeff Benjamin
Adviser's faith-based ESG niche attracts true believers
RIA NEWS JAN 28, 2022
Adviser's faith-based ESG niche attracts true believers

Robert Netzly has maintained his focus on biblically-based financial planning, while keeping his expectations low. The market is finding him.

By Jeff Benjamin
Crypto collapse sheds new light on loyalty to digital assets
RIA NEWS JAN 27, 2022
Crypto collapse sheds new light on loyalty to digital assets

Without saying 'I told you so,' advisers are reminding their clients that investing in crypto will be stomach churning.

By Jeff Benjamin
Active managers are getting a smaller slice of the pie
ETFS JAN 24, 2022
Active managers are getting a smaller slice of the pie

The debate over active versus passive strategies may be coming to a close.

By Jeff Benjamin 
DoubleLine puts ETFs on the docket for 2022
ETFS JAN 03, 2022
DoubleLine puts ETFs on the docket for 2022

The $137 billion bond shop has filed to launch two ETFs, one of which is similar to a strategy it already subadvises for State Street.

By Jeff Benjamin
Anti-woke strategies emerge as flip side of ESG
RIA NEWS DEC 22, 2021
Anti-woke strategies emerge as flip side of ESG

As investing becomes increasingly political, investors will have to balance good feelings against good performance.

By Jeff Benjamin
ETFs set another record  in race to take over mutual funds
EQUITIES DEC 20, 2021
ETFs set another record in race to take over mutual funds

In stride with record net inflows, the ETF industry is launching new funds and finding creative ways to take market share from the legacy mutual fund space.

By Jeff Benjamin
Capital Group, Federated plant flags in ETF land
EQUITIES DEC 17, 2021
Capital Group, Federated plant flags in ETF land

Traditional fund complexes are succumbing to the pressure to offer ETFs alongside more expensive mutual funds.

By Jeff Benjamin
Schwab to offer T. Rowe institutional shares commission-free
RIA NEWS DEC 15, 2021
Schwab to offer T. Rowe institutional shares commission-free

Five years after competitor Fidelity launched its no-transaction-fee platform for institutional shares, Schwab is following suit in a similar deal with T. Rowe Price.

By Jeff Benjamin
ETFs take center stage in 2021
RIA NEWS DEC 07, 2021
ETFs take center stage in 2021

Record net inflows are just a part of the story. ETFs continue to take market share of mutual funds by doing more for less.

By Jeff Benjamin
Q3 2021 top equity ETFs
ETFS NOV 29, 2021
Q3 2021 top equity ETFs

By InvestmentNews
Q3 2021 top fixed-income ETFs
ETFS NOV 29, 2021
Q3 2021 top fixed-income ETFs

The top 50 fixed-income exchange-traded funds ranked by quarterly returns.

By InvestmentNews
Robo-advisers brace portfolios for rising inflation
EQUITIES NOV 17, 2021
Robo-advisers brace portfolios for rising inflation

As the stock market slowed in the third quarter, investors continued to process multiple market influences underscored by supply chain disruptions and pent-up demand from reopening economies.

By Sean Allocca
Bitcoin futures ETF mania cools as Wall Street hits pause button
ALTERNATIVES NOV 04, 2021
Bitcoin futures ETF mania cools as Wall Street hits pause button

Wall Street analysts had expected as many as four Bitcoin futures ETFs to begin trading in October.

By Bloomberg