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Appeal of higher yields has more advisers trading individual bonds instead of funds
While stock and bond funds have seen assets decline, direct ownership of individual bonds has increased over the past year.
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.
Complex products: You have to know them when you see them
One of the challenges of regulating these investments is that there’s no agreed-upon definition for them.
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.
No 2022 capital gains on Schwab exchange-traded funds
The asset manager announced that all 29 of its ETFs will avoid such distributions this year.
Northern Trust report upends traditional way of looking at risks versus returns
Institutional investors are over-diversifying and taking on too much uncompensated risk, leaving them with expensive index portfolios.
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.
Managers stop calling some assets ESG ahead of SEC rules
Anti-greenwashing proposals are already having an effect, results of a US SIF survey suggest.
J.P. Morgan partners with cash management platform Trovata
Trovata will host the Morgan Money corporate investing and trading solutions.
Fidelity funds seek to make bigger bets on individual stocks
The money manager is asking shareholders to sign off on a proposal to let 13 of its growth funds exceed limits on the size of their stakes in individual stocks.
Hundreds of new ETFs launched this year amid bear market
Firms have brought 422 new ETFs to market so far this year, putting them on track to surpass last year's record.
Sustainability-themed funds on the rise
Newer ESG funds are coming to the market, and a greater share are sustainable funds, according to Cerulli.
Don’t give up on charitable giving just yet
A bear market and inflationary pressures may have many Americans feeling less wealthy lately, but not necessarily less generous.
DAF payout bill stalls in Congress
The Senate and House bills will both die at the end of the year if they are not approved. It’s not clear whether sponsors will reintroduce them in January.
Advisers should brace for the relentless case for direct indexing
Despite lukewarm adoption by financial advisers, the financial services industry is committed to leveraging this crucial channel to get direct indexing in front of more investors.
Implementing direct indexing using sector ETFs
It can be hard to keep direct-index portfolios from 'drifting' from their benchmark index as stocks are swapped in and out.
Vatican report on faith-based investing crosses into ESG territory
The new report cites 24 areas of focus for Catholic-values investing, some of which overlap with ESG investing.
Are semitransparent ETFs inadvertently creating a market for fully transparent ETFs?
After nearly a decade of fighting for regulatory approval of semitransparent ETFs, the asset management industry is realizing what investors really want.
Fidelity takes another bite of ETF market by converting six mutual funds
The converted ETFs will join a small but growing universe of transparent active strategies.
Higher yields on cash give advisers another asset allocation tool
The Federal Reserve's fight against inflation has turned boring cash accounts into top performers.
