ETFs

The SEC approved an initial round of applications last month from several exchanges to trade the products. 

The Tuttle Capital Congressional Trading ETF will base its holdings on the current investments of members of Congress and their families.

Family offices plan to be active acquirers of stakes in private companies, according to a study by BNY Mellon Wealth Management. ETF.com looked at how inflation and expectations on potential interest rate cuts is affecting rate-sensitive ETFs...

JFG’s CIO Dominic Ceci discusses the $10 billion RIA’s rules-based rebalancing approach, the opportunity he sees in reinsurance, and the decision to phase out the cash allocation over the next year.  

Portfolio managers have poured money into the active sector for 50 consecutive months after a $22 billion allocation in May, data compiled by Bloomberg Intelligence show.

The arrangements being negotiated generally involve Fidelity taking 15% of total fund revenue for listing and maintaining ETFs on its platform.

Wirehouses advisors are urging defensive equities strategies in the runup to the 2024 election, reports FundFire. Morningstar explored how investors should consider allocating to private equity. These are among the investment must reads we found...