SEC Imposes ‘Sweeping’ Liquidity Rules for Mutual Funds, ETFs
In what Mary Jo White called a “transformative” change, funds will need to report to the Commission on their holdings.
Zacks Rolls Out Actively Managed Robo-Advisor
Zacks Investment has launched an actively managed robo-advisor that uses its own research, ETFs and a tech platform developed by Schwab.
Sizing Up Where Clinton & Trump Invest Their Money
Looking at the candidates’ personal portfolios based on financial disclosures filed with the Federal Election Commission.
Top Portfolio Products: Envestnet Launches DOL Compliance Solution
The platform enhancement is designed to help advisors comply with the new rule as part of a "seamless wealth management process."
Goldman Sees ‘Buying Opportunity’ if Gold’s Slump Gets Worse
A big price decline below $1,250 an ounce would signal a "buy" for gold if "downside risks to global growth remain," says Goldman.
Has Fiduciary Rule Sparked Price War Among ETF Providers?
The moves by BlackRock and Schwab to slash fees on index ETFs “could be the beginning of a price war,” says Morningstar’s Ellenbogen.
Janus-Henderson Merger May Not Slow Firms’ Outflows
One analyst says the deal brings both sides added distribution capabilities in untapped global markets, but it’s unclear whether outflows can be stopped.
Henderson-Janus Merger Signals Fee Pressures Spurring M&A
The combined asset management firm, Janus Henderson Global Investors Plc, will have $320 billion in assets, plus Bill Gross.
Top Portfolio Products: Actively Managed ETFs From TrimTabs, AdvisorShares, ProShares
The new ETFs target stocks with strong cash flow and high dividends, Korean equities, oil futures and a socially responsible money market equivalent.
Can Smart Beta Work for Fixed-Income ETFs?
Several specialists lay out the case for these products and highlight factors driving premiums for the strategy.