-
It’s the first U.S.-domiciled index ETF of ETFs with access to the global investment-grade credit universe, the firm said.
September 12 -
Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.
September 11
MyVest -
The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.
September 11
Dynasty Private Wealth -
A growing chorus of firms such as Fidelity, Citigroup and Goldman Sachs have announced plans for a variety of services around cryptocurrency trading.
September 11 -
Microsoft and Amazon.com are the fund’s top-two holdings.
September 10 -
Clients only get to reap the rewards of returns after investment expenses are paid.
September 7
Towerpoint Wealth -
While the industry scores relatively low in its digital capabilities, firms that invest in technology are growing nearly twice as fast as their peers.
September 7 -
More than half of advisors would consider buying a smart beta muni bond ETF for clients, according to a Columbia Threadneedle poll.
September 6 -
One fund traded more than 800,000 shares in August, its second-largest monthly volume since inception.
September 5 -
The Fidelity Zero Total Market Index Fund attracted $753.5 million through Aug. 31, while the Fidelity Zero International Index Fund gathered $234.2 million, according to Fidelity’s website.
September 4 -
Fees were nearly half the price of the top-performing active funds.
September 4 -
Forget bond ladders. Laddering defined-maturity exchange traded funds may be a safer fixed-income strategy for clients.
September 1 -
The SPDR fund’s assets have surged over 23% this year to a record $16 billion as the retailer inches closer to America’s second trillion-dollar company.
August 31 -
-
-
-
The fund took in about $22 million in August.
August 30 -
To experience higher potential gains, clients need to be willing to tolerate losses at least occasionally. Striking the right balance between risk and reward is the tricky part.
August 29 -
There was some aggressive call options buying as sentiment pushed the country’s equities lower.
August 28 -
The fund hasn’t seen a day of inflows since June.
August 27



















