ETFs

Oct. 23: The custodian plans to offer advisors and retail investors access to 296 commission-free ETFs.

Data reported by FUSE Research.

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.

In price wars wars, the firm bolts ahead in the race to zero by nearly tripling its roster of commission-free funds.

The manager’s third quarter revenue topped analysts’ expectations thanks to its iShares business.

The acquisition is expected to provide access to a wide range of smart beta products.

Oct. 16: Analysts say new products filling the void may reverse the trend.

If price were the only reason for success, competitors would have simply slashed their fees.

Managers are asking the SEC to relax constraints it imposed on the funds as they become the fastest growing products for investing in equities.

Frequent buying and selling increases expenses and taxes — are these solid three-year returns worth it?

There is an uphill slog for independents as the largest firms gear up for a price war on three fronts: financial advice, online trading and ETFs.

BNY Mellon, DST Systems and State Street are among the firms recognized for their excellence and operational achievements.

The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Most of the firm’s reticence has come down to a marketing debate.

The options include indexes encompassing domestic, global and country-specific stocks.

The company is evaluating ways to package both its quantitative and active strategies into the funds, according to a person familiar with the matter.

The holdings in each of the three new offerings are rated A to BBB.

Sept. 25: Changes the DoL regulation has inspired — particularly in the mutual fund industry — are moving ahead, albeit slowly.

The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.