The firm is “looking to aggressively compete” by lowering and simplifying the fees on its advisory platforms, a top executive says.
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The firm says it will focus the new funds on tech, demographics, urbanization, climate change and emerging global wealth.
June 17
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The losers “offer exposure to extremely narrow and volatile segments of the market,” an expert says.
June 13
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Each of these funds has its own way of adding high-octane assets into clients' portfolios.
June 12
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Worries over weak U.S. data, the impact of President Trump’s multi-front trade war and the interest rate outlook has whipsawed investors in recent weeks.
June 11
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The firm is “looking to aggressively compete” by lowering and simplifying the fees on its advisory platforms, a top executive says.
June 10
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ETF Managers Group, best known for the ETFMG Alternative Harvest ETF, signed on as the official sponsor of the UFC fighter nicknamed the Boa Constrictor.
June 7
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The ETFs that bested the strategy “offer exposure to extremely narrow and volatile segments of the market,” an expert says.
June 5
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The model, which runs on IBM’s Watson platform, has suffered from overweight positions in technology and energy, the month’s worst-performing sectors.
May 31
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Years of trial and error and research behind the scenes and continuing client-facing education resulted in the portfolio-mix sweet spot.
May 28
Retirement Matters -
Although the firm sees risk parity as a way to compliment holdings of its biggest customers, critics see a volatile fund that has underperformed.
May 28
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The top 20 collected nearly $1 trillion in combined assets.
May 21
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Nearly all posted losses over the last year.
May 15
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The SEC has just approved an ETF with negative fees — a sign that fund managers need to continue adjusting to their straitened circumstances.
May 14
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After a decade-long bull market in U.S. stocks, rebalancing into international equities may make sense for some clients.
May 9
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These double-digit returns came at a price lower than the rest of the sector.
May 8
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Asset managers are seeking alternatives to standard mutual fund products.
May 6
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Clients are paying about half as much to own funds as they were 20 years ago.
May 6
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One of its products added a record $368 million after the firm discreetly slashed its fee in March.
May 6
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Rather than developing a new family of ETFs, the asset manager created them as a share class within its existing mutual funds.
May 6
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The expanded line up of index funds demonstrates one way the brokerage industry is grappling with an ongoing race to offer products at the lowest price.
May 6
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The mutual funds and ETFs that ranked at the bottom of the sector still benefited from a “long-running bull market,” an expert says.
May 1
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The Invesco QQQ Trust dropped as much as 0.6% after Google’s parent company reported first-quarter sales below Wall Street estimates.
April 30
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The products have benefited from the past decade of “economic expansion and bull market for risk assets,” one expert says.
April 17
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The fund aims to undercut its cheapest competitor by 1 basis point.
April 17
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The last time SPY saw inflows of this magnitude U.S. stocks were on the cusp of a bear market in late 2018.
April 16
As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.
The "in-kind" method allows investors to diversify highly appreciated stock without handing over a chunk of the profit to the IRS.
Even as markets sometimes touched all-time highs, there was a general feeling of uncertainty among advisors and clients. Experts say that's why several tried-and-true strategies became more attractive this year.