While advisers may not expect anywhere near the market growth over the next year that investors enjoyed in 2021, many advisers believe they’ve already seen the bottom this year.
The FolioBeyond Rising Rates ETF, which launched in October, is gaining appeal for advisers as it nears the $100 million mark.
The move to provide guaranteed lifetime income products in defined-contribution plans will transform retirement planning.
The fund, bearing the name of Milwaukee Bucks power forward Giannis Antetokounmpo, would exclude fossil fuels, mining and other activities.
The firm was fined $210,000 for falling short on its supervision of short-term mutual fund trades, the regulator said.
The active fund will be subadvised by Ninety One North America and will hold about 25 global 'environmental companies' in its portfolio.
The world's largest ETF, the $387 billion SPDR S&P 500 Trust, continues to fall victim to the trend as money managers gravitate to its lower-cost clone.
The asset manager said requiring new disclosures for funds that just consider ESG criteria among many other factors could muddle the situation.
The QDIA combines a target-date fund for younger individuals and Stadion’s StoryLine managed account service for participants aged 50 and older.
William Galvin announced a 'sweep' of firms offering the new ETFs, which he compared to gambling at a casino.
The investing giant will offer two ETFs tied to indexes that track large corporates and small- to medium-sized businesses in both Europe and the US.
Decades after coining the term 'exchange-traded fund,' the firm plans to offer four socially conscious funds under the Calvert label.
The agency is asking companies offering ESG funds whether they lend out shares, which could impact their ability to cast ballots in corporate elections.
Fledgling ETF provider Strive Asset Management hopes to compete with BlackRock, Vanguard and State Street for proxy voting power.
The Vanguard Total Bond Market ETF, with assets of roughly $83.8 billion, has surpassed the $83.2 billion iShares Core U.S. Aggregate Bond ETF.
The new US Benchmark Series from F/m Investments offers traders exposure to three different government bonds.
The Amundi US Equity ESG Improvers SMA is two-thirds allocated to companies expected to improve their ESG score.
Interest seen in infrastructure, food-related and clean-energy themes as investors look for long-term structural trends.
These 10 funds are doing the best, but they're not like the others.
If a target-date fund is among a client's investments, an adviser can check the fund’s glide path as well as the equity percentage of the portfolio.
