Cathy Curtis, the founder of Curtis Financial Planning and a member of the Inside ETFs advisory board, on why some older clients still resist ETFs, the merits of ESG and why thematic ETFs may be too volatile for some clients' portfolios.
Increasing interest in tailored portfolios coupled with heightened asset manager focus suggests direct indexing will be a viable solution for investors seeking portfolios that meet their ESG criteria.
As Wall Street sours on speculative tech bets, ETF assets tracking electric and battery-focused cars are set to drop this month for the first time since March 2020.
Form 13F filings give a glimpse into the investment strategies of some of the world’s wealthiest people.
Teenagers ages 13 to 17 will be able to trade U.S.-listed stocks, Fidelity mutual funds and most exchange-traded funds, with no account fees or commissions.
Where SPACs end up in the hierarchy of equity issuance is still unclear.
Prices have rebounded from lows in March as the dollar retreated and the Federal Reserve signaled it will keep interest rates low, even with signs of rising inflation.
