Investment

UBS has made a sustainable high-yield bond fund available to clients in the U.S.

ETF managers no longer have to file for exemptive relief and can bring their products to market directly, although it does not apply to non-transparent ETFs, the SEC says.

Todd Rosenbluth, Head of ETF & Mutual Fund Research, CFRA Research, looks back at the 2019 Wealth/Stack conference, and why research tools can help free up advisor resources to meet client needs.

The specialized platform will work with Fidelity's portfolio construction systems to help deliver investments better aligned with client values related to ESG.

By analyzing the ETF universe that existed five years ago, researcher CFRA points to some signs that a fund won't be around for the long haul.