December 28, 2022
Investment Quiz: Mutual Fund or ETF?How well do you know the differences between these investment vehicles? Take our quiz to find out.
November 23, 2022
Fidelity to Convert 6 Active Funds to ETFsThe expense ratio of the new "disruptive" ETFs, to be launched by June, will be 0.50%.
November 09, 2022
Morgan Stanley Gets Toehold in ETFs Via Parametric-Advised DebutThe Innovator Equity Managed Floor ETF is sub-advised by the asset manager, which was acquired in March 2021 through the bank's purchase of Eaton Vance.
November 07, 2022
Short-ARKK Fund Celebrates First Birthday Up 110% Since LaunchThe $361 million AXS Short Innovation Daily ETF has the second-best performance of some 450 ETFs that launched over the past year, Bloomberg data show.
November 04, 2022
Tax Loss Harvesting Is Easier With ETFs, but Beware the Wash Sale RuleClear communication with clients is essential, as the topic of tax loss harvesting can cause confusion and concern.
November 04, 2022
14 Best Large-Cap Equity ETFs: MorningstarAnalysts think these gold-rated ETFs offer the right kind of market exposure for investors.
October 24, 2022
Why One Advisor Went All-Cash in Early 2022It may be time to reconsider how much market risk is appropriate for older clients, Mike Piershale tells ThinkAdvisor.
October 20, 2022
Jeffrey Levine: 7 Things to Know About Sequence of Returns RiskConfronting this risk requires advanced planning and, potentially, reductions in retiree spending and lifestyle expectations.
September 26, 2022
Vanguard Plans Its First U.S. ETF LiquidationInvestors can sell their shares prior to the ETF's delisting, on or about Nov. 22.
September 19, 2022
S&P 500 Weakness Passes Ominous MilestoneStocks have whipsawed recently as investors react to the Federal Reserve's aggressive tightening and what it may mean for the economy.