Soteria blends personalized safe-landing target-date fund glide paths with the personalization of managed accounts.
Here are some key events in the evolution of exchange-traded funds as the SPDR S&P 500 ETF hits 30.
Even though history suggests the best strategy has always been to stay invested for the long haul, a safe 4% return is luring more investors to the sidelines.
The VegTech Plant-based Innovation & Climate ETF is in line with a 2.12˚F temperature rise.
Currently, the fund does not have a sustainability mandate and thus has an average sustainability rating from Morningstar.
Lombard Odier’s Paul Udall is listed as portfolio manager for the forthcoming fund, which would be listed on the Chicago Board Options Exchange.
Financial advisors express mixed views of the momentum of value versus growth stocks heading into the new year.
Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.
The product, which would invest in companies seen as leaders in addressing climate change in their businesses, would be the 14th Xtrackers ETF with an ESG theme.
Last month's decision to exit the Net Zero Asset Managers Initiative puts Vanguard in a spotlight it was likely trying to avoid.
Target-date funds that are sustainable or responsible are fair game now for retirement plans, but there aren't many of them.
His 10 calls for this year suggest a smoother ride for the markets that could depend on more action from Washington.
Wall Street has been slashing earnings forecasts for some of the biggest holdings of Wood's flagship ARK Innovation ETF, signaling more pain ahead for a strategy that took a beating in 2022.
Trading in the funds had ceased following Russia's invasion of neighboring Ukraine in February.
The Vanguard Short-Term Tax-Exempt Bond ETF would track an index of municipal bonds with maturities between one month and seven years.
While stock and bond funds have seen assets decline, direct ownership of individual bonds has increased over the past year.
She earned the nickname 'SPDR Woman' for her work on the SPDR S&P 500 ETF Trust, which State Street Corp. introduced in 1993.
One of the challenges of regulating these investments is that there’s no agreed-upon definition for them.
From asset flows out of mutual funds and into ETFs, to mutual fund-to-ETF conversions and the emergence of single-stock ETFs, the liquid, low-cost, tax-efficient ETF wrapper has notched a lot of wins this year.
The asset manager announced that all 29 of its ETFs will avoid such distributions this year.
