The strategy can help deliver gains when times are good but can damage the diversification investors often blindly rely on when allocating to many index-based ETFs.
The unshakable fealty of financial advisers is starting to pay off for American Funds in the wake of historic sales declines.
J.P. Morgan Asset Management, <a href="http://www.investmentnews.com/article/20150115/FREE/150119961/j-p-morgan-funds-garner-most-dollars-from-advisers-morningstar" target="_blank">the top-selling stock-picking fund manager for the past two years</a>, is getting help selling its index-tracking ETFs from Charles Schwab.
The factor-based investor popular with financial advisers will build indexes for John Hancock funds.
Firm follows BlackRock, Deutsche Bank and WisdomTree in rolling out currency-hedged offerings.
Firm will waive a portion of its management fee and limit expenses for at least the first year of the large-cap version of its ActiveBeta ETFs.
VTL manages eight ETFs and $1.7 billion, is known for funds that use rule-based approaches to select stocks that may outperform the market.
A first for the mutual fund industry, and the cheapest offering in ETFs, an analyst says.
Tax-exempt category is actually benefiting from the dark cloud hanging over it.
Envestnet has agreed to make NextShares, a unique hybrid of mutual funds and ETFs, available to some of its 41,000 affiliated financial advisers, delivering Eaton Vance its first distribution partner for the product.
Money manager asks the SEC for permission to build exotic funds.
Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.
Intraday trading is makes exchange-traded funds special but can also make them dangerous, market players say.
<i>Breakfast with Benjamin</i>: All the messy stock market turmoil of the past few weeks has created a sweet opportunity in the closed-end funds space.
<i>Breakfast with Benjamin</i>: Now that the dust has started to settle, China's stock market meltdown doesn't seem all that awful.
Analysts say price discrepancies are a reminder for advisers to use best practices when trading funds.
First ETF to offer equal-weighted exposure to a REIT index.
Endowments, pensions, foundations like the funds' ability to quickly and easily gain access to indexes or commodities not easily investible.
Timing is key as fund, with the ticker symbol HACK, launched just before the Sony Pictures computer network was broken into.
A proposal designed to put actively managed products on par with index funds in the ETF universe by allowing their holdings to be non-transparent is going back in front of securities regulators.
