ETFs

In its annual “Mind the Gap” study, Morningstar found that average investors lose out on 15% of fund returns.

Neil Gilfedder, the firm’s CIO, talks about how the RIA has incorporated its co-founder’s risk-adjusted investment analysis and how it stays transparent with clients.

The products, which will be managed by a trio of portfolio managers who joined earlier this year from Invesco Ltd., will focus on lower-rated bonds.

Defiance launched the Defiance Daily Target 1.75X Long MSTR ETF (MSTX), which looks to offer daily leveraged returns on MicroStrategy Inc.

The sustained popularity of ETFs is threatening to take market share aware from separately managed accounts, according to Financial Times. The increased volatility in equities markets in recent weeks has been a boon for some parts of the bond...

The company will now focus on its RIA acquisition strategy in the latter part of this year.

Amid the market rancor in recent days, some wirehouse advisors are telling clients to “buy the dip,” reports FundFire. The unwinding of a popular carry trade borrowing in yen and investing in other currencies is a culprit in the increased market...

Leveraged-up ETF positions are getting thrashed in the sweeping market meltdown.

This marks the first loss for Bitcoin funds in five weeks.

Morgan Stanley is the first wirehouse to let advisors actively solicit investments in spot bitcoin ETFs to certain clients, approving products from BlackRock and Fidelity.