Top Portfolio Products: New Funds from Fidelity, CBOE Vest and Direxion
Fidelity introduced six factor-based ETFs, CBOE Vest added a defensive stock fund and Direxion launched two leveraged ETFs.
Learning to Love Smart Beta
It’s up to advisors to get on board with with the Smart Beta Revolution and give in to the strategy's adverse nature, said Rayliant's Jason Hsu.
Stocks Sink With Bonds; Dollar Rallies as Complacency Broken
Stocks suffer biggest drop since Brexit; S&P 500 plummets almost 2.5% Friday, but the dollar climbs.
Can Actively Managed ETFs Gain Traction?
There are 150-plus active ETFs trading today with total assets near $27 billion but can their growth continue amid strong demand for passive ETFs?
8 Facts and Fictions of Momentum and Value Investing
At the Morningstar ETF conference, AQR’s Ronen Israel jumps into the fight between the two investing styles.
Morningstar to Launch Analyst Ratings for ETFs
The Chicago-based fund research firm is also 'collapsing' open-end funds, ETFs into the star rating.
RIAs’ Use of ETFs Continues to Climb: Schwab Study
Nearly 48% of RIAs say ETFs will be the "dominant investment" type in the portfolios they manage, Schwab survey found.
Fidelity Launches Suite of Factor-Based ETFs
Six new factor-based ETFs to begin trading on the New York Stock Exchange on or about Sept. 15.
Morningstar Names Kapoor as CEO, and DOL Fiduciary Rule Is on His Mind
Morningstar’s board of directors appointed Kunal Kapoor, the current president of the Chicago-based research firm, as its new CEO.
MainStay Taps ETF Veteran Bossen to Lead Institutional Intermediary Business
Bossen, formerly of State Street and Morgan Stanley, will focus on investment strategy, research analysts