ETFs

Displaying 1935 results
Testing the limits of ETF tax efficiency
EQUITIES OCT 06, 2016
Testing the limits of ETF tax efficiency

Index tweak forces ETF providers to get creative.

By Jeff Benjamin
EQUITIES OCT 06, 2016
Smart beta complexity is hurting investors

Plus: The SEC's fuzzy enforcement rules, a fighting chance for active management, and the worst part of being rich

By Jeff Benjamin
Janus Capital agrees to merge with London's Henderson Global
EQUITIES OCT 04, 2016
Janus Capital agrees to merge with London's Henderson Global

The deal creates a global active management complex with $320 billion under management.

By Jeff Benjamin
EQUITIES OCT 03, 2016
Advisers weigh pros and cons of Janus-Henderson merger

Expanded distribution, consolidation and some lower fees expected.

By Jeff Benjamin
ETFS OCT 03, 2016
The gloves come off in the legal fight between Pimco and Bill Gross

Plus: Claims of a better robo platform, a bright spot in a dim economic recovery, and health insurance won't be less expensive this year or next

By Jeff Benjamin
DOL fiduciary rule expected to put new pressure on mutual fund expenses
EQUITIES SEP 28, 2016
DOL fiduciary rule expected to put new pressure on mutual fund expenses

Some fund share classes could be on the way out, according to a new report from S&P Global Market Intelligence.

By Jeff Benjamin
EQUITIES SEP 26, 2016
Deutsche Bank turmoil exposes ETN counter-party risk

Plus: The next stock market move, the dividend buzz, and being a leader no matter what.

By Jeff Benjamin
Investors pile in as REITs move closer to S&P 500 sector status
EQUITIES SEP 23, 2016
Investors pile in as REITs move closer to S&P 500 sector status

The eleventh sector of the index alters the dynamics of the financial sector.

By Jeff Benjamin
EQUITIES SEP 19, 2016
The race for lower fees shines a light on smart beta

Hybrid strategy between active management and index funds needs to perform and be cheap.

By Jeff Benjamin
ALTERNATIVES SEP 19, 2016
Smart beta finds fixed income

Plus: Here comes the bear market for bonds, Vanguard leads the way in net inflows this year, and Obamacare continues to crumble

By Jeff Benjamin
ETFS SEP 15, 2016
Jack Bogle looks back on the 40th anniversary of the index fund

Vanguard's founder weighs in on passive investing, his critics, robo-advisers, Donald Trump and the fiduciary rule. <b><i>(More: <a href=&quot;http://www.investmentnews.com/section/video?playerType=Events&amp;eventID=Morningstar2013&amp;bctid=2498789058001&amp;date=20130621&quot; target=&quot;_blank&quot;>John Bogle's advice to advisers</a>)</i></b>

By Bloomberg
Old school fund companies Goldman, JPMorgan wade deeper into ETF market
EQUITIES SEP 15, 2016
Old school fund companies Goldman, JPMorgan wade deeper into ETF market

Embracing the reality of where the money is headed.

By Jeff Benjamin
Financial-sector ETFs bet on a possible interest-rate hike pays off
EQUITIES SEP 12, 2016
Financial-sector ETFs bet on a possible interest-rate hike pays off

Performance anticipation push financials to the head of the pack in August.

By Jeff Benjamin
EQUITIES SEP 08, 2016
Morningstar to help advisers compare ETFs to mutual funds

Lumping ETFs and mutual funds into the same peer groups.

By Jeff Benjamin
Are junk bonds becoming the new equities?
EQUITIES SEP 06, 2016
Are junk bonds becoming the new equities?

Tempting yields might be just replacing one kind of risk with another.

By Jeff Benjamin
EQUITIES SEP 01, 2016
Investors gobbled up risk assets in August

Plus: The Fed's new spin, Wall Street women dish out career advice, and how to spend away a summer

By Jeff Benjamin
ETFS AUG 29, 2016
Bond bubble? CFAs say yes

But GDP forecasts say, &quot;Not so fast.&quot;

By Bloomberg
EQUITIES AUG 26, 2016
Blaming the 401(k) for lack of retirement savings

Plus: U.S. oil production could derail oil rally, a cash management strategy ahead of October's rule change, and bond ladders still make sense

By Jeff Benjamin
The risky but necessary bet on dividends for income
EQUITIES AUG 26, 2016
The risky but necessary bet on dividends for income

Advisers should not forget overall portfolio construction objectives when chasing dividend yields.

By Jeff Benjamin
When outperformance puts active managers out of business
EQUITIES AUG 24, 2016
When outperformance puts active managers out of business

Taking on too much risk to stay on top.

By Jeff Benjamin