ETFs

Many indexes rebalance quarterly or twice a year, so they’re slow to reflect stocks whose wild swings no longer reflect an investor’s goals.

Firms automating a once little-known investment strategy have become one of the hottest areas for wealthtech acquisitions.

Filmmakers use the phrase “Narrative Is Everything” to emphasize the importance of storytelling to their craft. They understand how a good storyline communicates to the viewer, draws them in and makes them root for the protagonist. Without a good narrative, even the best casts inhabiting the most wonderful characters risk failing to entertain. Great narratives can terrify you, warm your heart, or compel your attention.

The $637 billion quant pioneer founded by David Booth has converted four equity mutual funds with $28.8 billion of assets into ETFs.

The potential growth for blockchain means fund managers need to be poised to meet client demand, according to a study by Morgan Stanley.

A research and methodology company with a star-studded board launched the product with an eye toward advisors, retail clients and institutional investors.

The fund manager will provide investing and savings accounts and debit cards to 13- to 17-year-olds whose parents are clients.

The bank and asset manager has filed for four exchange traded funds in recent weeks, and its strategy for distribution starts with RIAs.

Not only are the portfolios similar, but performance is nearly identical, writes Bloomberg’s Aaron Brown.

Advisor Group, Raymond James, LPL, New York Life, Stone Point Capital, and other news and moves of the week in the financial advice world.

Aside from their rock-bottom fees, those with the largest gains have at least one commonality: asset allocation.

If Biden’s proposal is enacted, Nir Kaissar writes many investors will dump their funds to avoid paying a higher tax down the road.

The frenzy for tech-focused thematic funds and investor demand for sustainability is smashing Wall Street projections.

While its investment strategy may be relatively immovable, the Austin, Texas-based firm has accepted that its approach may need to move with the times.

Moves and news at Stifel, Avantax, Cetera, D.A. Davidson, John Hancock Retirement and other quick takes from the week in financial advice.

Investors are pouring money into U.S. listed products as stocks continue to reach all-time highs and the economic recovery heats up.

Clients poured about $1.25 billion into the fund in its first day of trading.

The changes mark a new phase in the tug-of-war between the structures.

The moves come just one day after BlackRock announced reductions on $7.6 billion of its style funds.

Several proposals have so far failed to pass the SEC's muster.