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ETF strategists getting crowded out by big asset managers
As companies like BlackRock, Vanguard and State Street muscle in on their turf, smaller players are devising new ways to stay competitive.
Low-cost gold ETFs introduce new fiduciary challenge
The arrival of funds offering cheaper access to gold means advisers must weigh liquidity against cost.
Investors are headed to extra innings
Expect more fireworks in the second half, followed by periods of tranquility when global policymakers step in to calm markets.
BlackRock takes lead in battle of lower-fee ETFs, but winning hurts
Defections and cannibalization are growing risks for fund issuers.
BlackRock wages secret fee war for junk-debt ETF investors
State Street and DWS Group have also quietly cut fees on high-yield bond ETFs.
Zero-fee ETFs are the elephant in the room at industry summit
ETF fees have fallen, but so far no providers have matched Fidelity's offer of free mutual funds
Banks continue to unload munis in third quarter
Last year's tax overhaul made state and local government debt less attractive to financial institutions.
BlackRock leads October slide in stocks of asset managers
Weak fee revenue and lackluster inflows detailed in earnings reports haven't helped.
Investors shovel $4 billion into U.S. stock ETFs
Flows into two big exchange-traded funds tracking the S&P 500 were the highest in over a month.
New State Street tool helps advisers determine if clients want ESG investing
Asset manager hopes the Values Discovery Tool aids advisers' conversations about new investment strategies.
U.S. banks continue to slash exposure to muni-bonds made less valuable by tax cuts
According to estimates. the institutions decreased their municipal-debt holdings by nearly $6 billion in the second quarter.
Hedge fund giant splits with Morgan Stanley on call on dollar peak
Man Group strategist argues that the dollar's rally has further to go amid an escalating trade war.
Big finance firms want in on theme ETFs
State Street plans three exchange-traded funds on topics including clean power and robotics, while Goldman plans five, including one on 'human evolution.'
State Street uses AI to provide a newsfeed relevant to portfolio holdings
Company believes the technology will help investment managers make better decisions, mitigate risk and generate alpha.
Guaranteed retirement income campaign launched
Industry coalition seeks to educate the public and advisers about the value of annuities.
More institutional money managers joining the $1 trillion club
But the gap between the top two and the rest is growing.
The passive-investing bid for equities is roaring back
About $5.7 billion poured into ETFs tracking the S&P 500 last week
Asset managers shift 401(k) distribution toward RIA aggregator firms
That could mean fewer wholesalers calling on individual advisers in the field.
‘Father of ETFs’ warns about leveraged funds
Jim Ross of State Street says exchange-traded funds that use leverage are too dangerous for retail investors.
BlackRock’s lowest-cost ETFs win almost half of U.S. inflows
Four iShares Core funds have taken in $33.4 billion so far this year, a big chunk of the $75.3 billion added to U.S.-listed ETFs
