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.
The three strategies it is rolling out as semitransparent ETFs are already available as mutual funds.
By joining forces with ETF Trends and ETF Database, Alerian seeks to become a powerful force that helps ETF providers stay ahead of the curve.
The actively managed ETF offers the narrowest of investment themes: a leveraged play on Bitcoin with the added twist of being easy on the planet.
Nearly 90% of exchange-traded fund sponsors received the highest score in Sage Advisory's study of ETF stewardship.
Investments pegged to market volatility remained in client accounts for up to a year when they were meant to be short-term investments.
Now even the most storied money managers are launching exchange-traded funds in a bid to stay relevant, and some — like Vanguard Group — are handling their clients’ conversions for them.
The Knights of Columbus Asset Advisors will manage the new fund, which will be advised by Faith Investor Services. The two largest faith-based funds are the Global X S&P 500 Catholic Values ETF and Inspire 100 ETF.
The Kestra settlement and other recent ones demonstrate the SEC’s concern is extending to revenue sharing.
Innovator Defined Wealth Shield ETF offers 20% downside protection but caps annual gains at 2.8%.
The Indianapolis-based firm, formerly David A. Noyes & Co., agrees to censure, a fine and restitution.
Flows into exchange-traded funds have been unprecedented this year, even against the backdrop of a record 2020. Despite market valuations and inflation threats, financial advisers are keeping the pedal to the metal.
CoinShares International bought the fund from Alan Howard's Elwood as part of its agreement to buy Elwood's indexing business.
Legislation introduced by Reps. Anthony Gonzalez, R-Ohio, and Gregory Meeks, D-N.Y., would lift restrictions on closed-end funds' investments in unregistered securities.
The bank is expected to pair OpenInvest with 55ip to enhance its private banking technology platform.
Five exchange-traded funds took in about $13.5 billion amid the rebalancing of the FTSE Russell indexes, suggesting heartbeat trades designed to defer taxes faced by fund investors.