ETFs

The asset manager says the reduced expenses on 168 funds will save investors $350 million in 2025.

The new brand will offer investments based on “America-First principles,” with brokerage Charles Schwab Corp. advising on products and strategy.

Ray Dalio warned that the runup in values of AI-tied firms is a reminder of dotcom bubble excesses, reports the Financial Times. Single-stock ETFs magnified some of the losses in markets amid the DeepSeek fallout, according to etf.com. These are...

Envestnet’s Brandon Thomas talks about the growing use of direct indexing and how advisors are using the strategy in client portfolios.

Hill Investment Group is planning a February debut for the Longview Advantage ETF (ticker EBI), which will start trading with an estimated $500 million of assets.

Industry analysts looked at Trump’s speeches and choices on executive orders for clues on what his policies might mean for markets. Morningstar’s Jeffrey Ptak found that thematic funds have dramatically underperformed target-date funds. These are...

Morningstar looks at whether investor portfolios should be flipped to 40/60 as bonds become more attractive. Allianz has rolled out two fund of funds that focus on buffer ETFs, reports etf.com. These are among the investment must reads we found...