Real Estate Gets Starring Role in S&P 500, Spurring ETF Overhaul
The move will shake up stock portfolios, conjuring an industry out of REITs that will infuse at least one lightweight ETF with sudden riches.
Meb Faber’s Cambria Rolls Out Robo-Advisor for Investors
The RIA also has its eyes set on an offering for advisors, according to Chief Investment Officer Meb Faber.
Pershing Launches ETFs, Mutual Funds to Help Reps Comply With Fiduciary Rule
The WealthStart portfolios for emerging and mass affluent investors will be offered through Lockwood Financial.
Top Portfolio Products: Schwab, BlackRock Introduce New Funds
Schwab introduced a very low-cost line of target date funds; BlackRock added a social impact bond fund.
Yellen Raises Odds of a Rate Hike as Early as September
The Fed chair told the annual gathering in Jackson Hole that the "case for an increase in fed funds has strengthened in recent months."
Are Index Funds Communist?
Indexing is cheaper, yes, but that's because active management has positive externalities, and if no one will pay for it, those benefits will disappear.
13 Firms Fined for Advertising F-Squared’s False Performance Claims
Penalties range from $100,000 to a half-million dollars based upon the fees each firm earned from F-Squared’s AlphaSector-related strategies.
Schwab Throws Down Low-Cost Gauntlet on Target-Date Funds
The ETF-based funds will cost retirement plan investors only 8 basis points, which could prompt other fund giants to cut fees even further.
Fidelity Launches Global Real Estate Fund; iSectors Adds Growth ETF
The Fidelity real estate fund launch is timed to coincide with a change in the S&P 500 that makes real estate a stand-alone sector.
Growth of ETFs Is Not the Growth of Passive Investing
News articles equate the growth of ETFs with investors embracing low-cost, index-based passive investing. But the popular perspective may not be the most prudent.