CITs are on track to surpass mutual funds in target-date assets. Participants in 401(k)s that use CITs often stand to save a few basis points or more.
As the stock market slowed in the third quarter, investors continued to process multiple market influences underscored by supply chain disruptions and pent-up demand from reopening economies.
The Invesco ESG S&P 500 Equal Weight ETF will invest in companies considered leaders in ESG metrics; Apple, Facebook parent Meta and Tesla are among the companies that will be excluded from the fund initially.
The VanEck Bitcoin Strategy ETF began trading after a multiweek wait, and days after the SEC rejected the firm's proposal for an ETF that would hold Bitcoin directly.
The quant investing firm is launching four fixed-income exchange-traded funds Tuesday and is planning 10 more stock ETFs, an SEC filing shows.
The many new ESG funds being launched threaten to test the limits of investor demand.
As fund companies start to post annual tax distributions, more than 110 funds are already showing capital gains distributions of more than 20%.
Wall Street analysts had expected as many as four Bitcoin futures ETFs to begin trading in October.
Treasury inflation-protected securities have become the hottest ticket in 2021 as messages about 'transitory' inflation clash with reality.
A relatively strong third-quarter performance by some types of environmental, social and governance funds reignites the debate over ESG alpha.
A year after joining forces to create active-passive models for Merrill Lynch, the asset management heavyweights take their models to Morgan Stanley.
Advisers who have been steering clear of digital currencies need to study up and be prepared to talk their clients through the pros and cons of this asset class.
The futures-based access to cryptocurrencies has been described as better than nothing by investors. But, financial advisers might have trouble managing client expectations.
VanEck's pending Bitcoin Strategy ETF will carry a management fee of 0.65%, undercutting the 0.95% expense ratio on ProShares' Bitcoin Strategy ETF, which debuted Tuesday.
CEO Larry Fink said access to private equity should increase and allocations should be in the 20% range, while speaking at the Charles Schwab Impact conference.
The product, which will be offered in defined-contribution plans, is engineered to deliver 6% income at retirement.
The broker-dealer regulator's move comes as the SEC launches a study of the risks associated with complex exchange-traded products that could lead to rulemaking.
About 6.4 million shares of the exchange-traded fund, worth roughly $264 million, changed hands in the first 20 minutes of trading.
Unlike Bitcoin ETF applications that the regulator has previously blocked, the proposals by ProShares and Invesco are based on futures contracts, and the SEC isn't likely to block them from starting to trade next week.
Investors could benefit from investing in a lower-duration, diversified fixed-income solution that invests in high income-producing sectors, such as high-quality high yield or emerging market debt.
