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The ETF industry in the U.S. has finally broken through the $2 trillion dollar milestone, demonstrating the products surge in popularity with investors. Through December 22nd, assets have increased 18% in 2014 from $1.698 trillion to $2.007 trillion based on positive market performance and net new assets.
December 23 -
F-Squared Investments agreed to pay $35 million over U.S. regulatory claims that it misled investors about the performance of a trading strategy used by exchange- traded funds.
December 22 -
Advisor, beware: Funds that use complex, hedge style methods may not be appropriate for client retirement accounts.
December 18 -
A change in S&P Dow Jones investment classifications has the potential to change both the makeup and the perception of some dividend-focused ETFs.
December 16 -
With ETF assets now poised to cross the $2 trillion mark in the U.S., industry experts discuss the rapid growth, innovation and market acceptance of exchange traded products in the last decade.
December 15 -
Calling it a good investment, Northwestern Mutual completed its $2.7 billion sale of asset manager Russell Investments to the London Stock Exchange Group after 15 years of ownership.
December 3 -
An analysis compares portfolios built using 'smart beta' indexes against those whose components are weighted by market cap. See the results.
December 1 -
Retirees may start their search by visiting Medicare's website where they can compare facilities; plus, a moderate retirement saver portfolio for young investors and eight things investors should be thankful for.
November 24 -
Changes in the industry confront asset managers on several fronts. Michael Rawson, an analyst covering passive strategies on Morningstar's manager research team, shares his expectations on the outcomes these industry shifts will bring.
November 12 -
Investors should weight the cost of paying debt with savings versus the gains from keeping the money in their retirement account; Plus, how to bolster low retirement savings, and when to consider high-yield funds.
November 5 -
The Denver-based association announced Friday that it has grown in 2014 to more than 10,000 members and certificates worldwide.
November 3 -
How will clients react when specialized products underperform well-known benchmarks?
November 3 -
Janus Capital is making waves in 2014 as it tries to climb toward the top of the asset management industry mountain.
October 28 -
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.
October 20 -
Even with $360 billion invested in smart beta, industry heavyweights say that more education is needed to make public aware of the strategies.
October 16 -
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.
October 14 -
Pimcos pain isnt Bill Grosss gain, at least not yet.
October 9 -
Now that 5-year performance data is available, advisors can compare performance for the ETFs.
October 9 -
A study of how various asset classes fared during 15 years of low inflation offers some surprises.
September 25 -
An S&P report finds investors who turn to actively managed mutual funds or ETFs for international exposure aren’t getting their money’s worth, but some experts disagree, pointing particularly to small-caps.
September 23









