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Competitive yields make muni ETFs attractive
Exchange traded funds that invest in municipal bonds are looking more attractive these days, thanks mostly to their competitive yields.
When ETFs pass along gains
Investors often ask me why an exchange traded fund they own paid a big gains distribution. The answer is simple, but the lessons can affect the advice you give your clients.
Moglia still sweet on E*Trade
“If we could find something good for both their shareholders and ours, we could [merge],” said the CEO of TD Ameritrade
WisdomTree strikes deal with Dreyfus
The minor-league status of WisdomTree Investments Inc. in the world of exchange traded funds could change following a deal struck last month with The Dreyfus Corp.
Advisers disagree on gold’s portfolio share
A gloomy market outlook is making gold shine bright, but financial advisers are divided as to whether it deserves a place in most clients' portfolios.
ICI forms ETF committee
The Investment Company Institute has created a committee for exchange traded funds in what some say is an effort to head off the possibility that ETF providers will create their own trade association.
2008 might be the year for actively managed ETFs
Another filing for actively managed ETFs was made last week, an indication that 2008 might be the year investors can finally invest in them.
SIFMA suggests self-regulator for adviser-only firms
The Securities and Exchange Commission should consider requiring investment-adviser-only firms to report to a self-regulatory organization, the leading trade group for the brokerage industry said last week.
E*Trade to shutter institutional trading
The firm also hired Robert Burton, a Wachovia mortgage veteran, as CIO of its beleaguered banking business.
Ex-E*Trade boss reaps $10.9 million
Mitchell H. Caplan's severance payment is equal to two times his 2006 base salary and bonus.
Growth of ETFs, separates outguns that of mutual funds
While mutual funds continue to garner the lion's share of investment assets, their growth is trailing that of exchange traded assets and separately managed accounts.
Vanguard bolsters efforts to woo financial advisers
Despite once having been seen as betraying financial advisers, The Vanguard Group Inc. of Malvern, Pa., continues to ratchet up efforts to court them.
ICI is likely to prevail in its effort to end ETNs’ tax break
The Investment Company Institute, the powerful mouthpiece of the mutual fund industry, is trying to torpedo the tax advantages of exchange traded notes, and industry insiders think that it has a pretty good chance of being successful.
Bailed-out E*Trade could still merge
Last week's $2.5 billion cash infusion from affiliates of Chicago-based Citadel Investment Group puts E*Trade Financial Corp. of New York in a better position to continue going it alone or negotiating a more favorable takeover deal, according to an industry analyst.
Citadel’s $2.5B boost gives E*Trade new life
"It seems as if E*Trade has saved themselves for now," said Alois Pirker, senior analyst with Aite Group of Boston.
Rydex chases rivals with glitzy new ads
Rydex Investments of Rockville, Md., is hoping that a glitzy new marketing campaign that includes television commercials will help it overcome the head start its chief rival has taken with regard to inverse and leveraged exchange traded funds.
Analyzing international ETFs a challenge
Although exchange traded funds increasingly provide an inexpensive way for financial advisers to gain access to international markets, analyzing such ETFs is more difficult than analyzing those that stick to domestic securities.
E*Trade rebuts bankuptcy chatter
Shares of E*Trade bounced back today after the firm blasted a worst-case-scenario report by Citigroup.
