Do the instruments make sense in an low-rate environment? And if so, should you build them in-house? Get tips from fixed-income experts.
Even with $360 billion invested in smart beta, industry heavyweights say that more education is needed to make public aware of the strategies.
Janus Capital Group, which hired Pimco's Bill Gross last month, said it agreed to buy VelocityShares for at least $30 million to expand in exchange-traded products.
Abigail Johnson has climbed the ranks of Fidelity Investments, the company started by her grandfather in 1946, over more than 25 years, starting as a stock analyst and working her way through almost every major division.
Pimcos pain isnt Bill Grosss gain, at least not yet.
Now that 5-year performance data is available, advisors can compare performance for the ETFs.
A study of how various asset classes fared during 15 years of low inflation offers some surprises.
Investors betting on a rebound in Russian stocks are piling into the benchmark exchange-traded fund for the market at the fastest pace in six months.
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A new classification system from Morningstar is intended to help advisors and investors better identify, compare and analyze these active exchange-traded products.
Some managers may out-perform short-term, but "you can't tell good luck from good skill, or bad luck from bad skill," the Nobel winner says.
Clients often place too much importance on high performance and not enough on consistent returns.
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While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide.
The top three players Blackrock, State Street and Vanguard currently dominate U.S. ETF market share, holding more than 80% of total assets as of mid-2014, a percentage that has remained relatively unchanged since 2012.
Some advisors have found that covered calls outperform bonds and provide savvy selling strategies.
Offering just one solution, even if you're an expert on that strategy, will limit your flexibility.
Most of the worlds economic growth will come from outside the U.S, yet most American investors are still under-diversified in international assets.
"Smart beta" ETFs are attracting funds from both active managers and passive indexes.
BlackRock, the biggest provider of exchange-traded funds, is ramping up its fight with Vanguard Group for U.S. retail investors by doubling the number of funds in its low-fee core series.
Financial advisor use and recommendation of ETFs is continuing to grow, outpacing all other investment vehicles surveyed by the FPA's Journal of Financial Planning and the FPA Research and Practice Institute.
BlackRock has spent three years crafting a new type of actively-managed exchange-traded fund that's stoked optimism in the U.S. for expansion of the $1.8 trillion industry. The world's biggest money manager is confident the product will work, except the market will be a dud.
BlackRock's Laurence D. Fink, who oversees the world's biggest exchange-traded fund lineup, said leveraged ETFs are a structural problem and have the potential to "blow up" the industry.
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Investors looking to acquire dividend-oriented equity funds must navigate a number of portfolio options -- and a related set of challenges.
World's largest mutual fund company pulled in more than 90% of the more than $15 billion that investors poured into U.S.-listed ETFs in Q1, adding to fears that Vanguard is becoming a near monopoly.
U.S. stocks rose, sending the Dow Jones Industrial Average toward a record close, and Treasuries fell as a report showed U.S. companies added to payrolls last month. The dollar strengthened with copper and gold.
Investors of exchange-traded funds that buy U.S. government debt are signaling that economic-growth optimism is taking root.
Firms in the self-serve channel that can "combine delivery mechanisms" will be a "smart bet" going forward," predicts Tiburon managing partner Chip Roame.
Gun-shy and data driven, younger clients can pose a particular challenge. Here are 5 concepts to keep in mind.
Financial advisors who use active management may have a lower-cost option when considering actively managed ETFs but some advisors express doubts on the real value for clients.
Vanguard Group, the third- largest U.S. provider of exchange-traded funds, has asked regulators for permission to open actively-managed ETFs.
Investors are having a change of heart about U.S. consumer stocks, a sign their optimism about Americans' discretionary spending remains intact even after a January selloff.
Over a lunch of PB&J sandwiches, Vanguard founder John Bogle discusses the shift to passive investing, the rise in ETFs and the proliferation of indexes.
The index fund giant is now almost as large as the next two largest competitors combined. Advisors are starting to wonder whether its dominance could become a problem.
ETFs are still gaining market share, but of course they aren't all having a stellar year so far. Here are the five best- and worst-performing ETFs so far this year based on data from Morningstar.
The iShares MSCI Emerging Markets Index fell for a second day as the International Monetary Fund said risks of turmoil in developing nations threaten the global economy.
BlackRock and WisdomTree Investment Inc., the firm where former hedge-fund manager Michael Steinhardt is both non- executive chairman and the largest shareholder, will each open ETFs targeting the same hot spot in the market, and at first glance both come with the same price tag.
The world's biggest bond manager plans to start 19 actively managed exchange-traded funds as Gross further diversifies the firm following CEO El-Erian's resignation last week.
Contrary to popular belief, there are some tech stocks that offer dividends for a client portfolio. Here are a few ways to find them.
FINRA alleges that the firms' advisors sold two types of highly risky ETFs that even they didn't understand.
While the landscape for low-cost fund options for do-it-yourselfers is expanding, John Bogle, founder and retired CEO of the Vanguard Group, believes DIY product offerings are too often inappropriate for long-term investors, who are at risk of being led astray.
Quiet and peaceful Valley Forge-Pa. is not a place where one would expect to find one of the most successful financial businesses in history a far cry from the hurry and shuffle of Wall Street. But Vanguard's home there speaks volumes about its ability to maintain its reputation as the lowest-cost provider of mutual funds and ETFs since John Bogle founded the company in 1974.
The independent broker-dealer got into hot water over unsuitable fund sales, according to FINRA.
The first U.S. exchange-traded fund tracking Chinas domestic stocks will lure investors seeking exposure to a broad range of industries in the biggest emerging economy, according to Societe Generale SAs private bank.
Frustrated by clients who love to armchair quarterback? We've got the results of chasing a 'perfect' portfolio.
Fidelity Investments, the second- biggest mutual-fund provider, has opened the cheapest lineup of single-industry exchange-traded funds as it seeks to break into a market dominated by Vanguard Group Inc. and BlackRock Inc.
Money has been flowing in and out of financial markets more rapidly than ever before this year, a bullish signal as the threat of a U.S. government default fades.