Fidelity Plans Latest Mutual Fund-to-ETF Flip
By Amanda AlbrightThe two municipal bond funds are expected to be converted next year, according to two separate regulatory filings.
September 24, 2024
Fidelity Says Advisors' ETF Use Rose Sharply This Year. Here's Why.Growth in active ETFs is helping drive a shift toward greater ETF use overall, Fidelity found.
September 16, 2024
Columbia Threadneedle Launches Two High-Yield ETFsWith rate cuts coming, the ETFs address a rising demand for high current income, the firm says.
August 21, 2024
How to Help Clients Navigate Bonds Before Rate CutsAs bond values rise, advisors should consider the tax impact of any sales, which often are best done within IRAs or 401(k) plans.
August 16, 2024
Vanguard to Launch 2 Active Muni ETFsThe investment giant's new funds will offer diversified exposure across sectors, states and credit quality.
July 30, 2024
Schwab Launches Ultra-Short Term Fixed Income ETFThe fund, focused on investment-grade bonds, is Schwab Asset Management's first actively managed fixed income ETF.
July 16, 2024
Ocean Park Asset Management Debuts First 4 ETFsThe equity and fixed income funds invest in securities showing uptrends, says the firm, which is led by Skip Schweiss.
July 05, 2024
Putting Retirement Portfolios to Work to Produce IncomeAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.