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The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the tax complexity of the looming shift.
June 23 -
Through collaboration with BlackRock, Fidelity Investments, Franklin Templeton and State Street, professionally managed model portfolios with alternative allocations are available via the firm's unified managed accounts.
June 18 -
Investors have been gravitating toward actively managed strategies, which have absorbed about 40% of industry inflows amid this year's market turbulence — the highest share ever.
June 16 -
U.S. regulators have asked Wall Street firms racing to launch solana exchange-traded funds to revise their paperwork.
June 12 -
With the industry awaiting the regulator's looming actions, the index fund giant is seeking to apply its dual share class structure to actively managed strategies.
June 12 -
A unique mutual fund type is gaining ground with advisors, according to the FPA's newest survey. Advisors say the data points to a broader trend of planners shifting away from investment management.
June 6 -
Advisors who have experience with these ETFs say they can offer an easy, secure entry point for investors. However, choosing the right one requires further discretion and research.
June 5 -
The immediate dispute centers on two proposed funds from ETF firms REX Financial and Osprey Funds that would allow investors to earn rewards by deploying ether and solana tokens to help validate blockchain transactions, a process known as staking.
June 5 -
At the heart of the concern is a tax dynamic that exchange-traded funds were built to avoid.
May 28 -
With billions of dollars in revenue at stake, wirehouses and broker-dealers are keeping an eye on a potential regulatory change in favor of the ETF industry.
May 8