ETFs

Displaying 1902 results
Vanguard settles lawsuit over TDF capital gains tax mess
INVESTING ETFS SEP 24, 2024
Vanguard settles lawsuit over TDF capital gains tax mess

Company reaches agreement with shareholders who said they were burned by 2020 decision to lower investment minimums for institutional shares.

BNY plots course for crypto ETF custody business
INVESTING ETFS SEP 24, 2024
BNY plots course for crypto ETF custody business

A decision around how it treats crypto assets on its balance sheet could unlock a lucrative fee stream for the Wall Street titan.

By Bloomberg
Bible-themed ETFs weren’t faithful to investment process, SEC says
INVESTING ETFS SEP 20, 2024
Bible-themed ETFs weren’t faithful to investment process, SEC says

Inspire Investing's ETFs and SMAs held companies that supported causes counter to the biblical values the products advertised, the regulator said in a settlement Thursday.

By Emile Hallez
Fed's dovish retreat spurs fresh ETF winners
INVESTING ETFS SEP 19, 2024
Fed's dovish retreat spurs fresh ETF winners

The central bank's aggressive rate cut has suddenly made bets on corporate debt, homebuilders, and local banks more compelling for investors.

By Bloomberg
Model portfolio assets hit $6.6T milestone in Q2: Broadridge
INVESTING PRACTICE MANAGEMENT SEP 19, 2024
Model portfolio assets hit $6.6T milestone in Q2: Broadridge

Latest snapshot shows advisors leading the charge, with two-thirds of total model assets held in equity mutual funds and ETFs.

By Leo Almazora
The private credit ETF race is heating up
INVESTING ALTERNATIVES SEP 18, 2024
The private credit ETF race is heating up

Three asset managers have submitted regulatory filings in a bid to capture a valuable first-mover advantage.

By Leo Almazora
New Chatbot ETF promises to invest like Buffett, Druckenmiller
INVESTING EQUITIES SEP 18, 2024
New Chatbot ETF promises to invest like Buffett, Druckenmiller

Fintech startup unveils a bold AI-powered strategy that takes cues from the world's greatest investors.

By Bloomberg
McKinsey sees money manager war brewing as $10T comes into play
INVESTING ETFS SEP 18, 2024
McKinsey sees money manager war brewing as $10T comes into play

A tsunami of assets to be dislodged from banks, insurers, and wealthy retail clients over the next decade poses an opportunity for the embattled asset management industry.

By Bloomberg
BlackRock's 'surround sound' model
INVESTING PRACTICE MANAGEMENT SEP 13, 2024
BlackRock's 'surround sound' model

Eve Cout, managing director, believes advisors are seeking deeper partnerships with firms like BlackRock

By Chris Davis
Single-stock ETF boom heats up with overseas bets
INVESTING ETFS SEP 13, 2024
Single-stock ETF boom heats up with overseas bets

Filing for new suite of super-concentrated ETFs would let investors get direct exposure to foreign companies sans the exchange-rate risk.

By Bloomberg
AssetMark amps up advisor offerings with Morningstar Wealth strategies
INVESTING FINTECH SEP 12, 2024
AssetMark amps up advisor offerings with Morningstar Wealth strategies

The TAMP giant's newly unveiled suite of ETF portfolios, SMAs, and active-passive models gives its users even more flexibility to serve clients' needs.

By Leo Almazora
Index funds and advisors give investors a confidence boost
INVESTING ETFS SEP 12, 2024
Index funds and advisors give investors a confidence boost

Survey research shines a light on the increasing role of index strategies, and how advisors can continue showing their value.

By Leo Almazora
Juiced-up ETFs blamed for market volatility
INVESTING ETFS SEP 12, 2024
Juiced-up ETFs blamed for market volatility

Analysts from JPMorgan, Morgan Stanley, and Nomura speak out on the aggravating impact of the $117B leveraged and inverse ETF market.

By Bloomberg
The transparency choice for ETFs
INVESTING ETFS SEP 12, 2024
The transparency choice for ETFs

Money has been pouring into actively managed ETFs and out of active mutual funds, but the future for the products, including semi-transparent ones, is hardly certain.

By Emile Hallez
ETFs come back from August volatility to take in $73B in inflows
INVESTING EQUITIES SEP 10, 2024
ETFs come back from August volatility to take in $73B in inflows

A broad stumble in equity strategies was offset by steadiness in fixed income and momentum in rate-sensitive sectors such as real estate.

By Leo Almazora
Apollo quietly progresses toward first private-asset ETF
INVESTING ALTERNATIVES SEP 10, 2024
Apollo quietly progresses toward first private-asset ETF

The alternative investment giant is dipping into the ETF space through a partnership with State Street, a filing with the SEC shows.

By Bloomberg
BlackRock eases off the risk pedal across $131B model portfolios
INVESTING EQUITIES SEP 09, 2024
BlackRock eases off the risk pedal across $131B model portfolios

The world's largest asset manager is taking a step back from US stocks and growth in the lead-up to the Fed's hotly anticipated September cut and a dead-heat presidential race.

By Bloomberg
Blockbuster summer fuels $609B haul for ETFs
INVESTING ALTERNATIVES SEP 03, 2024
Blockbuster summer fuels $609B haul for ETFs

US-listed ETFs raked in $75B, five times over the same period in 2023, amid an investor frenzy that cut across styles and asset classes.

By Bloomberg
Expect advisors’ ETF love affair to continue, says Cerulli
INVESTING ETFS AUG 29, 2024
Expect advisors’ ETF love affair to continue, says Cerulli

A shift from mutual funds, product expansion at asset managers, and the growing appeal of active ETFs will help drive adoption forward.

By Leo Almazora
For two-fifths of financial advisors, a bit of bitcoin makes sense
INVESTING ALTERNATIVES AUG 28, 2024
For two-fifths of financial advisors, a bit of bitcoin makes sense

June snapshot survey by DACFP reveals more financial professionals pitching crypto exposure to their clients.

By Leo Almazora