ETFs

Displaying 1930 results
After $1.8T active fund exodus, has the investment industry reached peak passive?
ALTERNATIVES OCT 07, 2024
After $1.8T active fund exodus, has the investment industry reached peak passive?

New Deloitte outlook offers insights on active ETFs, alternatives' mixed performance, and advisors' role in the rise of private credit.

By Leo Almazora
Orion deepens Capital Group alliance with ETF portfolio tie-up
FINTECH OCT 04, 2024
Orion deepens Capital Group alliance with ETF portfolio tie-up

The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.

By Leo Almazora
Fidelity's next trick: a muni bond fund-to-ETF flip
ETFS OCT 03, 2024
Fidelity's next trick: a muni bond fund-to-ETF flip

The firm's plans to convert two of its municipal bond mutual funds follows similar moves by rivals including BlackRock.

By Bloomberg
US ETFs surge past $10T in September
ETFS OCT 03, 2024
US ETFs surge past $10T in September

Inflows of $57B into equity strategies plus a record-setting rush into fixed income drove the ETF milestone.

By Leo Almazora
'China dragons' ETF takes flight on Wall Street
EMERGING MARKETS OCT 03, 2024
'China dragons' ETF takes flight on Wall Street

The fund tracking offering exposure to nine Chinese mega tech names comes after a record rally in the emerging country's stock market.

By Bloomberg
LTCM vet Haghani enters the ETF fray
ETFS SEP 30, 2024
LTCM vet Haghani enters the ETF fray

The move extends the growing parade of high-profile personalities and star strategists putting their names behind the popular investment vehicle.

By Bloomberg
Asset-allocation model portfolios poised to become a $2.9T business by 2026
PRACTICE MANAGEMENT SEP 25, 2024
Asset-allocation model portfolios poised to become a $2.9T business by 2026

Anticipated rise in advisors' model use offers an opportunity for asset managers, says Cerulli.

By Leo Almazora
New ETF eyes a piece of the $6.3T money-market funds industry
ETFS SEP 25, 2024
New ETF eyes a piece of the $6.3T money-market funds industry

Dallas-based lender stands apart from existing cash ETFs with a stronger-conviction portfolio in short-dated holdings.

By Bloomberg
Vanguard settles lawsuit over TDF capital gains tax mess
ETFS SEP 24, 2024
Vanguard settles lawsuit over TDF capital gains tax mess

Company reaches agreement with shareholders who said they were burned by 2020 decision to lower investment minimums for institutional shares.

BNY plots course for crypto ETF custody business
ETFS SEP 24, 2024
BNY plots course for crypto ETF custody business

A decision around how it treats crypto assets on its balance sheet could unlock a lucrative fee stream for the Wall Street titan.

By Bloomberg
Bible-themed ETFs weren’t faithful to investment process, SEC says
ETFS SEP 20, 2024
Bible-themed ETFs weren’t faithful to investment process, SEC says

Inspire Investing's ETFs and SMAs held companies that supported causes counter to the biblical values the products advertised, the regulator said in a settlement Thursday.

By Emile Hallez
Fed's dovish retreat spurs fresh ETF winners
ETFS SEP 19, 2024
Fed's dovish retreat spurs fresh ETF winners

The central bank's aggressive rate cut has suddenly made bets on corporate debt, homebuilders, and local banks more compelling for investors.

By Bloomberg
Model portfolio assets hit $6.6T milestone in Q2: Broadridge
PRACTICE MANAGEMENT SEP 19, 2024
Model portfolio assets hit $6.6T milestone in Q2: Broadridge

Latest snapshot shows advisors leading the charge, with two-thirds of total model assets held in equity mutual funds and ETFs.

By Leo Almazora
The private credit ETF race is heating up
ALTERNATIVES SEP 18, 2024
The private credit ETF race is heating up

Three asset managers have submitted regulatory filings in a bid to capture a valuable first-mover advantage.

By Leo Almazora
New Chatbot ETF promises to invest like Buffett, Druckenmiller
EQUITIES SEP 18, 2024
New Chatbot ETF promises to invest like Buffett, Druckenmiller

Fintech startup unveils a bold AI-powered strategy that takes cues from the world's greatest investors.

By Bloomberg
McKinsey sees money manager war brewing as $10T comes into play
ETFS SEP 18, 2024
McKinsey sees money manager war brewing as $10T comes into play

A tsunami of assets to be dislodged from banks, insurers, and wealthy retail clients over the next decade poses an opportunity for the embattled asset management industry.

By Bloomberg
BlackRock's 'surround sound' model
PRACTICE MANAGEMENT SEP 13, 2024
BlackRock's 'surround sound' model

Eve Cout, managing director, believes advisors are seeking deeper partnerships with firms like BlackRock

By Chris Davis
Single-stock ETF boom heats up with overseas bets
ETFS SEP 13, 2024
Single-stock ETF boom heats up with overseas bets

Filing for new suite of super-concentrated ETFs would let investors get direct exposure to foreign companies sans the exchange-rate risk.

By Bloomberg
AssetMark amps up advisor offerings with Morningstar Wealth strategies
FINTECH SEP 12, 2024
AssetMark amps up advisor offerings with Morningstar Wealth strategies

The TAMP giant's newly unveiled suite of ETF portfolios, SMAs, and active-passive models gives its users even more flexibility to serve clients' needs.

By Leo Almazora
Index funds and advisors give investors a confidence boost
ETFS SEP 12, 2024
Index funds and advisors give investors a confidence boost

Survey research shines a light on the increasing role of index strategies, and how advisors can continue showing their value.

By Leo Almazora