April 28, 2023
10 U.S. Stock Funds With Highest Excess Returns: MorningstarThese funds have racked up persistently higher returns than market trends can explain, according to John Rekenthaler.
February 09, 2023
12 of the Best Stock Index Funds, ETFs to Invest in Now: MorningstarThese gold-rated funds track a variety of indexes.
January 20, 2023
Putnam Launches 5 ESG ETFsThe new ETFs include three fixed income funds and two non-U.S. equities strategies.
January 09, 2023
Vanguard Again Tops Industry in Annual ETF InflowsVanguard provides "cheap, easy-to-understand, broad access to different markets," a Morningstar analyst said.
December 22, 2022
Watch for These ETF Trends in 2023: Dave NadigVanguard could overtake BlackRock as the No. 1 ETF provider by April, he tells ThinkAdvisor.
December 19, 2022
This Fund Giant Is Bleeding AssetsMore than $4 billion left the firm's passive funds in November, and active-fund outflows were even worse.
December 16, 2022
Why RIAs Can't Ignore Direct Indexing in 2023The use of direct indexing helped advisors achieve meaningful tax savings for clients during a volatile 2022.
December 13, 2022
New ETF Uses AI to Buy on Stock DipsThe BTD Capital Fund will identify dips and find short-term opportunities in rebounded shares, Kaiju ETF Advisors says.
December 12, 2022
New Platform Savvly Launches Investment Pool for Longevity RiskThe product sounds similar to a tontine, but Savvly's CEO says it's not the same.
December 12, 2022
DFA Lists 2 New ETFsDimensional introduced a U.S. large-cap value ETF and an ETF offering exposure to U.S. and international real estate stocks.