The funds will be made available for clients of its robo-adviser Personal Advisor Services through advised portfolios as part of a five-fund active equity offer.
I thought we were all supposed to be free-wheeling capitalists in the financial advice industry — unless you recently worked for mutual fund giant American Century Companies and at least one of its local competitors.
One big basket of shares can easily look a lot like the next. But a catchy or memorable moniker can help a fund stand out.
The average expense ratio on funds last year was less than half of what it was in 2000, according to Morningstar's annual study of fund fees.
More than half the climate-themed funds reviewed by a nonprofit failed to live up to the climate goals set out in the Paris Agreement, while just over 70% of funds promising ESG goals fell short.
Executives at the 90-year-old asset manager have high hopes for building out Capital Group as a global ETF brand, with designs on a $500 billion business.
The sponsor of the American Funds mutual fund family will release six fully transparent exchange-traded funds in the first quarter.
Identifying skilled managers is difficult, and plan sponsors should be careful about choosing active management, an online book from the CFA Institute Research Foundation notes.
The asset manager known mostly for its money market funds has high hopes for its late move into fast-growing exchange traded funds. The firm first filed plans to launch the fund 10 years ago.
The enforcement action centered on a decision in April 2019 to replace third-party ETFs in approximately 20,000 automated accounts with funds sponsored by the firm’s parent company, Social Finance Inc.
The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.
Top 50 equity ETFs ranked by quarterly returns
The questions that RIAs have about commission-free annuities right now are the very same questions they had just 15 years ago about exchange-traded funds, which are now a core part of client portfolios.
Digital asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018.
The firm plans to convert four mutual funds into ETFs next year, making it the biggest name so far to make such a move.
The climate change report had stark findings and comes amid a severe drought in the American West and one of the worst wildfire seasons in California’s history.
The SEC chairman's nod toward '40 Act crypto funds is the only opening the ETF space needed.
