ETFs

Aisha Hunt and Ryan Charles, principals at KH&C, discuss what advisors need to consider when thinking about converting separately management accounts into ETFs and how this will impact their clients.

By selling stocks at a loss, those losses can now lower, and potentially offset the tax bill Wood’s funds could receive on future capital gains. 

It's getting increasingly more difficult to trade stocks and bonds without affecting their prices.

Bank ETFs have been at the epicenter of the action over the past week, a stretch which has seen three US banks fail with little warning.

Seventy 'sustainable' funds held SVB stock, given the bank's funding of innovative climate technology, according to the research firm.

The $1.7 billion Invesco KBW Bank ETF (KBWB) posted an outflow of $245 million in the latest data, the largest exit in a year.

Since the Hypatia Women CEO ETF (WCEO) was introduced nearly two months ago, its 4.8% surge has bested the S&P 500 Index’s 2.4% climb in the same period.

The style of investing has become a divisive political topic in the US as Republican lawmakers ride the growing anti-ESG wave.