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SEC to investment funds: Quit playing name games
For years, investors in mutual funds and ETFs have been investing in products whose actual portfolio holdings can stray dramatically from what's implied by the name of the fund.
How to avoid stock overlap in world full of ETFs
The more funds an advisor adds to a client's portfolio, the higher the likelihood of serious stock duplication.
Grayscale bitcoin discount narrows with conversion to ETF seen as ‘inevitable’
The prospect of Grayscale converting its bitcoin trust into an ETF is seen as more likely after the SEC declined to appeal a court ruling in Grayscale's favor.
SEC won’t appeal Grayscale court ruling, paving way for spot bitcoin ETF
The federal appeals court ruling in August was heralded by crypto advocates as a watershed moment for the industry.
Elite Wall Street firms are surrendering to the ETF boom
Some money managers are starting to convert separately managed accounts to ETFs to take advantage of the tax efficiency of the ETF wrapper.
Single stock and covered call come together in ETF line
Advisors reflect on effectiveness of 'volatility buffer' covered-call ETFs, with few single-stock versions available.
ETF inflows were $137B in Q2, but what’s next for the industry?
Vanguard says investors are returning to risk assets.
ETF shop that shorts Cramer has sights on anti-ESG
Tuttle Capital filed with the SEC for two products, one that would short socially conscious companies and another that would invest in gunmakers.
One step forward, one step back for use of crypto in retirement accounts
'Crypto is on a journey from a niche asset class to a mainstream asset class,' says an advisor.
Single-bond ETF manager goes against current by asking SEC for mutual fund share class
There has been a trend away from mutual funds toward ETFs, but not in the 401(k) world, and fund provider F/m Investments sees that an opportunity.
‘Mad Money’ ETF to close after attracting just $1.3M
The fund aimed to track the stocks picked by CNBC's Jim Cramer.
Royalties and cancer treatments: Thematic ETFs take new directions
Tema ETFs providing new opportunities for diversified portfolios.
ETF firms race to be first in line for ether futures
But demand for futures products, rather than spot ones, is a big question.
State Street cuts fees on $78bn of ETFs in its core line
The firm reduced fees by as much as half on its low-cost Portfolio ETFs, which are for buy-and-hold investors.
Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity
Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'
ETF strategy designed for night owls gets a wake-up call
NightShares shutters two ETFs that only invest when the market is closed.
BlackRock bringing proxy-voting choice to retail investors in its largest ETF
More than three million shareholder accounts in BlackRock's iShares Core S&P 500 ETF will be able to vote.
Are we set for a bonds bonanza?
BlackRock hails once-in-a-generation opportunity as advisor urges investors not to forget long-term goals.
DFA request for ETF share classes marks tipping point for legacy fund companies
The $614 billion asset manager is applying a full-court press to take advantage of an expired Vanguard patent.
Stock rally, high rates have advisors rethinking covered call strategies
Hedging equities with option income loses some luster, but still works for certain clients.
