ETFs

What’s Really Behind the Proprietary Criteria for Indexes?

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.

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.

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.

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.

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.

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 mutual fund and ETF industries are creating new products that could offer the benefits of hedge funds without the high fees and minimums.

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.

Fixed income funds dominate the space, but equity and futures funds may pick up speed soon.

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 China’s domestic stocks will lure investors seeking exposure to a broad range of industries in the biggest emerging economy, according to Societe Generale SA’s private bank.

Frustrated by clients who love to armchair quarterback? We've got the results of chasing a 'perfect' portfolio.