Sponsored By

ETFs

New York Stock Exchange

10 Investment Must Reads for This Week (Oct. 8, 2024)10 Investment Must Reads for This Week (Oct. 8, 2024)

S&P Dow Jones’ updated methodology for some of its indices has impacted $300 billion in ETFs, reports Financial Times. Mergers & Acquisitions looks at whether evergreen funds can scale up, given their promise of greater liquidity for investors. These are among this week’s investment must reads for wealth advisors.

byWealthManagement.com Staff

Oct 8, 2024

|

1 Min Read

stock trader looking at screens Advisor Sentiment Index February

Tax-Busting Tactic Loved by Tech Millionaires Is Coming to ETFs Tax-Busting Tactic Loved by Tech Millionaires Is Coming to ETFs

byJustina Lee and Vildana Hajric

Oct 7, 2024

1 Min Read

mutual-funds-etf-flip.jpg

Fidelity Plans Latest Mutual Fund-to-ETF Flip in Muni Market Fidelity Plans Latest Mutual Fund-to-ETF Flip in Muni Market

byAmanda Albright

Oct 3, 2024

1 Min Read

dollar-signs-mobile.jpg

ETF Market Explodes with Over 100 Launches in September ETF Market Explodes with Over 100 Launches in September

byAniket Ullal, CFRA Research

Oct 2, 2024

1 Min Read

nasdaq-board.jpg

Wall Street’s Income-ETF Boom Comes for Nasdaq 100 With a Twist Wall Street’s Income-ETF Boom Comes for Nasdaq 100 With a Twist

byVildana Hajric

Sep 30, 2024

1 Min Read

State Street NYSE

Apollo, State Street Strive to Prove Private-Debt ETFs Can Work Apollo, State Street Strive to Prove Private-Debt ETFs Can Work

byVildana Hajric

Sep 30, 2024

1 Min Read

Wealth Management Invest Podcast Fidelity Investments Mike Scarsciotti

Wealth Management Invest: Trends in Advisor Portfolio Construction

Wealth Management Invest: Trends in Advisor Portfolio Construction

byDavid Bodamer, Executive Editor, Investments

stock market graph

Comparing ETF Returns Across Key Asset Classes

Comparing ETF Returns Across Key Asset Classes

byAniket Ullal, CFRA Research, SVP, ETF Research & Analytics

The $6.3T Money-Market Industry Just Got Its First ETF

The $6.3T Money-Market Industry Just Got Its First ETF

byKatie Greifeld and Emily Graffeo

etfs mutual funds

12 Investment Must Reads for This Week (Sept. 24, 2024)

12 Investment Must Reads for This Week (Sept. 24, 2024)

byWealthManagement.com Staff

stock market data

Retail Investors Won on Fees But Are Losing on Risk

Retail Investors Won on Fees But Are Losing on Risk

mobile app finance

Support Platforms

Revolut Takes On Robinhood, EToro With Own Retail Wealth App

Revolut Takes On Robinhood, EToro With Own Retail Wealth App

byEmily Nicolle

SEC Seal

Regulation & Compliance

'Biblically Minded' Firm Settles SEC Charges Over Misleading Strategy

'Biblically Minded' Firm Settles SEC Charges Over Misleading Strategy

byPatrick Donachie, Senior Reporter

Jamie Dimon

Alternative Investments

11 Investment Must Reads for This Week (Sept. 17, 2024)

11 Investment Must Reads for This Week (Sept. 17, 2024)

byWealthManagement.com Staff

An Endowment ETF Plans to Ride Wall Street’s Private-Asset Craze

An Endowment ETF Plans to Ride Wall Street’s Private-Asset Craze

byVildana Hajric

Vanguard Group company sign

Vanguard Investor Program Grows With Little Impact on Voting

Vanguard Investor Program Grows With Little Impact on Voting

Morningstar

Morningstar Methodology Change to Alter Ratings for Nearly One-Fifth of Funds

Morningstar Methodology Change to Alter Ratings for Nearly One-Fifth of Funds

byDavid Bodamer, Executive Editor, Investments

stock market graph arrows investing

Active Bond Funds Outperformed Passive Peers By a Mile Over the Past Year

Active Bond Funds Outperformed Passive Peers By a Mile Over the Past Year

byElaine Misonzhnik, Senior Editor, Investments

Made-in-America Industrial Bets Are Dethroning the Likes of ARKK

Made-in-America Industrial Bets Are Dethroning the Likes of ARKK

byVildana Hajric

FTSE Russell Survey: Retail Investors Increasingly Prefer Index Funds

FTSE Russell Survey: Retail Investors Increasingly Prefer Index Funds

byElaine Misonzhnik, Senior Editor, Investments

etfs

10 Investment Must Reads for This Week 2024-09-10

10 Investment Must Reads for This Week

byWealthManagement.com Staff

Rob Arnott

Rob Arnott Is Launching an ETF Made Up of Stock-Index Rejects

Rob Arnott Is Launching an ETF Made Up of Stock-Index Rejects

byVildana Hajric and Katie Greifeld

Barry Gilbert Carson Group

Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year

Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year

byElaine Misonzhnik, Senior Editor, Investments

Jack Bogle

One-Day-Only ETFs Are Jack Bogle’s Nightmare Brought to Life

One-Day-Only ETFs Are Jack Bogle’s Nightmare Brought to Life

byKatie Greifeld

digital stock market graph

Sizzling ETF Flows in Manic Markets Fuel a $609B Haul

Sizzling ETF Flows in Manic Markets Fuel a $609B Haul

byVildana Hajric

investing chart private credit

ETF Issuers Remained Active in August

ETF Issuers Remained Active in August

byAniket Ullal, CFRA Research, SVP, ETF Research & Analytics

stock market graph

10 Investment Must Reads for This Week 2024-09-03

10 Investment Must Reads for This Week

byWealthManagement.com Staff

Goldman Sachs

Goldman Analysis Sheds Light on Rise of Commodities in ESG

Goldman Analysis Sheds Light on Rise of Commodities in ESG

byLisa Pham (Bloomberg)

Next-Gen ETFs Buck Vanguard Effect With Fees Near Decade Highs

Next-Gen ETFs Buck Vanguard Effect With Fees Near Decade Highs

Next-Gen ETFs Buck Vanguard Effect With Fees Near Decade Highs

byEmily Graffeo (Bloomberg)

investment data

Morningstar: One-Fourth of Index Funds Have Changed Their Target Index At Least Once

Morningstar: One-Fourth of Index Funds Have Changed Their Target Index At Least Once

byElaine Misonzhnik, Senior Editor, Investments

capitol building usa flag

10 Investment Must Reads for This Week 2024-08-20

10 Investment Must Reads for This Week

byWealthManagement.com Staff

Alternative Investments

With Gold Setting Records Above $2,500, Here’s What Comes Next

With Gold Setting Records Above $2,500, Here’s What Comes Next

byYvonne Yue Li and Sybilla Gross

Bitwise New York Stock Exchange ETC Group

ETF Dealmaking Continues With Bitwise Acquisition of ETC Group

ETF Dealmaking Continues With Bitwise Acquisition of ETC Group

byVildana Hajric

businesspeople investing

Morningstar: Investors Mistiming Purchases and Sales Miss Out on Fund Returns

Morningstar: Investors Mistiming Purchases and Sales Miss Out on Fund Returns

byDavid Bodamer, Executive Editor, Investments

Neil Gilfedder Edelman Financial Engines

Edelman Financial Engines: 'Magic' Assets Don’t Exist

Edelman Financial Engines: 'Magic' Assets Don’t Exist

byElaine Misonzhnik, Senior Editor, Investments