Alternatives Stay on Growth Path
Advisors, asset managers and institutions are increasingly turning to alternative investments to help clients boost returns while supporting the growth of assets under management.
What’s Next in ETFs? Morningstar’s Burns Gives Exclusive Peek
Despite a recent promotion to mutual fund research director, Scott Burns sounds off on ETF space.
New Hire Roundup: Morningstar Adds to Fund Research Team
This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.
Bill Gross Touts PIMCO Total Return ETF at Virtual Summit
PIMCO CIO Bill Gross promoted the upcoming launch of an ETF-version of his PIMCO Total Return Fund at the ETF Virtual Summit, a four-hour online event held on Tuesday that was attended by nearly 1,000 advisors.
Fidelity Investments to Enter ETF Business
Fidelity Investments recently filed an application with the Securities and Exchange Commission to begin offering index-based exchange-traded funds.
Virtual ETF Summit to Bring Advisors Together Without Leaving Their Desks
The virtual ETF summit for advisors features keynote speakers, exhibitor booths and networking opportunities without requiring advisors to travel away from the office—and it’s free.
RIAs Prepare for Lower Risk Tolerance Among Clients
RIAs believe market volatility in the past 12 months has made clients more risk averse, according to an Invesco market research study released Wednesday.
SEC Assessing ETFs’ Effect on Market Volatility, Rominger Tells Senate
The director of the SEC's Division of Investment Management told a Senate panel that the commission was reviewing the adequacy of investor disclosure about the ETFs, their liquidity and whether they contribute to market volatility.
The New Wave of Active ETFs
That new kid on the block with the monogram “ETF” isn’t just passing through town — the exchange-traded fund is here to stay. And what’s been hyped for three years as the next big thing in the hot ETF market, actively managed ETFs, may soon spark major change, when Pimco...
At Morningstar Advisor Conference, Rapid Fire Round Table on Macro-Economic Issues
Don Phillips, Scott Burns, Russ Kinnel tackle large items in short amount of time.