ETFs

Displaying 1902 results
SEI plants its flag in ETF land with factor-based strategies
INVESTING RIAS MAY 18, 2022
SEI plants its flag in ETF land with factor-based strategies

The four exchange-traded funds are well-timed given the current market environment.

By Jeff Benjamin
ETF hedging interest-rate risk comes out of the gate with 67% gain this year
INVESTING EQUITIES MAY 09, 2022
ETF hedging interest-rate risk comes out of the gate with 67% gain this year

The strategy blends short-term Treasury bonds with put options on longer-term bonds to ride the trend toward higher rates.

By Jeff Benjamin
Wall Street regulators consider 'staggering' curbs on complex ETFs
INVESTING ETFS MAY 03, 2022
Wall Street regulators consider 'staggering' curbs on complex ETFs

The crackdown could hit everything from leveraged and inverse vehicles to cryptocurrency-linked funds and defined-outcome strategies.

By Bloomberg
Despite inflationary pressures, asset managers continue to lower fees
INVESTING EQUITIES MAY 02, 2022
Despite inflationary pressures, asset managers continue to lower fees

American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.

By Jeff Benjamin
Cannabis investments mellow as Congress tarries on decriminalization
INVESTING EQUITIES APR 19, 2022
Cannabis investments mellow as Congress tarries on decriminalization

With the Biden administration having let them down, the marijuana industry is now betting on a Republican takeover of Congress.

By Jeff Benjamin
Advisers weigh the appeal of the commodity rally
INVESTING ALTERNATIVES APR 13, 2022
Advisers weigh the appeal of the commodity rally

As commodity funds post double-digit gains this year, some advisers wonder if it's too late to join the party.

By Jeff Benjamin
Exclusive: Morgan Stanley lays out plans to enter the ETF market
INVESTING ETFS MAR 29, 2022
Exclusive: Morgan Stanley lays out plans to enter the ETF market

The $1.5 trillion investment manager is designing a full-scale ETF platform, and plans to launch its first ETFs this year.

By Jeff Benjamin
Finra seeks comments on possible changes to oversight of complex products
INVESTING ALTERNATIVES MAR 10, 2022
Finra seeks comments on possible changes to oversight of complex products

The regulator is assessing the risks that may arise when retail investors purchase complicated investments without the help of a financial adviser.

By Mark Schoeff Jr.
Pelosi's portfolio performance now wrapped in an ETF
INVESTING EQUITIES MAR 08, 2022
Pelosi's portfolio performance now wrapped in an ETF

Retail investors can now benefit from the inside scoop right along with the 18-term U.S. representative.

By Jeff Benjamin
Schwab goes off script with crypto ETF filing
INVESTING ALTERNATIVES MAR 03, 2022
Schwab goes off script with crypto ETF filing

The index-based strategy, which has been described as 'baby steps' into the crypto space, will not offer direct exposure to digital currencies.

By Jeff Benjamin
Russian invasion and sanctions drive oil price rally
INVESTING EQUITIES FEB 28, 2022
Russian invasion and sanctions drive oil price rally

While the S&P 500 Index has fallen 6% so far this year, some exchange-traded funds that focus on the oil sector have surged.

By Jeff Benjamin
Why RIAs should look at PE the way PE looks at RIAs
INVESTING RIAS FEB 17, 2022
Why RIAs should look at PE the way PE looks at RIAs

As private equity pours cash into wealth management, financial advisers should be exposing clients to private equity investments.

By Jeff Benjamin
Massachusetts charges broker-dealer for unsuitable sales of leveraged ETFs
INVESTING ETFS FEB 17, 2022
Massachusetts charges broker-dealer for unsuitable sales of leveraged ETFs

Purshe Kaplan Sterling allowed its agents to conduct thousands of transactions involving the complex products as investment adviser reps for another firm.

By Mark Schoeff Jr.
Energy sector rally exposes Achilles' heel of ESG investing
INVESTING EQUITIES FEB 11, 2022
Energy sector rally exposes Achilles' heel of ESG investing

ESG indexes that are loaded with technology and shun energy have been taking it on the chin so far in 2022.

By Jeff Benjamin
ETFs give advisers varied tools for fighting inflation
INVESTING RIAS FEB 04, 2022
ETFs give advisers varied tools for fighting inflation

The new Amplify Inflation Fighter ETF joins a short list of strategies designed to hedge and leverage price pressures.

By Jeff Benjamin
AllianceBernstein makes late push into ETFs
INVESTING ETFS FEB 02, 2022
AllianceBernstein makes late push into ETFs

AB plans to launch active ETFs in the U.S. later this year, and it has recruited Noel Archard from State Street to head the effort.

By Jeff Benjamin
Adviser's faith-based ESG niche attracts true believers
INVESTING RIAS JAN 28, 2022
Adviser's faith-based ESG niche attracts true believers

Robert Netzly has maintained his focus on biblically-based financial planning, while keeping his expectations low. The market is finding him.

By Jeff Benjamin
Crypto collapse sheds new light on loyalty to digital assets
INVESTING RIAS JAN 27, 2022
Crypto collapse sheds new light on loyalty to digital assets

Without saying 'I told you so,' advisers are reminding their clients that investing in crypto will be stomach churning.

By Jeff Benjamin
Active managers are getting a smaller slice of the pie
INVESTING ETFS JAN 24, 2022
Active managers are getting a smaller slice of the pie

The debate over active versus passive strategies may be coming to a close.

By Jeff Benjamin 
DoubleLine puts ETFs on the docket for 2022
INVESTING ETFS JAN 03, 2022
DoubleLine puts ETFs on the docket for 2022

The $137 billion bond shop has filed to launch two ETFs, one of which is similar to a strategy it already subadvises for State Street.

By Jeff Benjamin