ETFs

Rapidly shifting economic conditions, a new tax law and the preponderance of low-cost passive products are just some of the obstacles in the year ahead.

Data reported by the Investment Company Institute.

One fund’s strategy this week amounted to almost 48% of its average daily turnover during the past 90 days.

Let’s face it, portfolio management will never be free.

The firm launched an asset management unit to manage the product, providing access to the estimated $450 billion digital currency market.

The first U.S.-listed marijuana ETF already has inflows of $386 million this year.

While investors have been won over by the promise of better returns than plain-vanilla funds, issuers can justify charging more for the additional complexity.

Investing in certain uptrends may pay off for clients.

The moves may push some shareholders to rebalance their positions, likely at a cost.

Growth funds have performed best over the past decade, outpacing value funds.

The products seek risk and return objectives through factor exposures such as minimum volatility, value, momentum, liquidity and quality.

The company has been in conversations with ETF Securities and Global X, say people familiar with the matter.

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.

The financial crisis hurt banks' ability to pay dividends — now they may be on a comeback.

Concerns came into focus when a $1.9 billion exchange traded note lost 90% of its value in a single day.

Investors in higher-beta credit funds are shunning longer-duration debt following recent equity turmoil.

Come forward now or face penalties later, the regulator is warning advisors who failed to disclose conflicts of interest around high-cost mutual fund share classes.

Mark Mobius will step down after more than three decades with the firm.

Thanks to differentiated bets on stocks, equity mutual funds beat benchmarks across the board.

Underlying strategies make them more tax-efficient than actively managed mutual funds, an expert says.