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Fueled by the rise of artificial intelligence and its associated infrastructure, many technology ETFs have experienced phenomenal growth.
April 10 -
Bonds have always been a haven for investors, but new products could draw financial advisors and clients seeking higher yield than those of passive ETFs.
April 7 -
While actively managed ETFs may promise higher returns, passive ETFs are still an attractive option for investors.
March 17 -
As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.
February 24 -
To some market-watchers, that undercuts the spirit of what private equity investments are supposed to provide.
February 21 -
Fidelity Investments is launching new ETF model portfolios to compete in the growing multi-trillion dollar asset management industry.
February 20 -
Cat bonds, as they're called, can bring in significant returns, but they carry serious risk as well.
February 18 -
Dimensional Fund Advisors' latest research adds to existing literature highlighting sometimes-overlooked downsides with the ongoing rush to low-cost ETFs and other products.
February 12 -
With promises of potentially beating the market, actively managed ETFs can appear attractive to investors. But with higher fees and more potential volatility, are they worth it?
February 11 -
In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.
February 7 -
Out of more than 2,000 moves reducing prices over nearly 50 years, the company says this round represents the largest in its history.
February 3 -
Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.
January 24 -
Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.
January 23 -
Funds in areas including bitcoin, technology and clean energy were especially successful.
January 17 -
In December, the BlackRock Investment Institute stated that giving bitcoin a 1% to 2% weighting would produce a similar share of profile risk as the so-called Magnificent Seven technology stocks in a standard 60/40 portfolio.
January 2 -
The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.
December 31 -
High-yield cash opportunities, alternative investments, ETFs and short term bonds received renewed interest.
December 30 -
The iShares Bitcoin Trust (ticker IBIT) smashed industry records in its launch year of 2024.
December 30 -
Whether for portfolio diversification or hedging against inflation, investors are set to take this precious metal to even greater heights in the new year.
December 24 -
Leverage Shares on Friday launched two funds offering juiced up returns on either Nvidia or Tesla.
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