According to Morningstar, passive portfolios hold 22 percent of fund assets, up from 11 percent in 1999. Now it is no longer possible to ignore the impact of indexing.
There's very little real difference between the performance of mutual funds and ETPs in the commodity space, but there's a whole lot of difference in the products' risk characteristics.
In an effort to ramp up its ETF offerings, Charles Schwab announced today that it has acquired an ETF-focused money management company with nearly $4 billion in assets. Schwab paid $150 million in cash and stock for the company.
There’s very little real difference between the performance of mutual funds and ETPs in the commodity space, but there’s a whole lot of difference in the products’ risk characteristics.
Investors have been pouring into exchange-traded funds. But not all ETFs are prospering, says Ron Rowland, president of Capital Cities Asset Management, a registered investment advisor in Austin, Texas. “Too many products have come to market...
There’s something afoot in the ETF space that’s going to challenge reps and advisors to create value-for-money propositions for their services. In case you haven’t noticed, suites of commission-free ETFs are now being offered by...
