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Articles tagged "ETF"


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Dan Reyes: 'Despite the ETF’s capable advisor and sound approach to factor investing, it has not gained scale since its 2018 debut.'

There were so many good reasons for Vanguard to fold its first ETF but radical underperformance may stand out for the 'illiquidity' fund

The Malvern, Pa., manager blamed $44-million fund's scale, but marked underperformance and a manager departure as likely doomed it, one Vanguard watcher says

September 27, 2022 at 1:51 AM

Marlena Lee: It's important to understand that we converted tax-managed mutual funds because we think the ETF provides a better tool for tax efficiency.

Dimensional Fund Advisors rocks the mutual fund industry by undertaking mass conversion of its mutual funds to ETFs

The Austin, Tex., manager of $640 billion largely for RIAs went from diehard mutual fund holdout to top-11 ETF provider with the swipe of a pen, and analysts predict copycats will convert trillions of dollars of their own mutual fund assets.

July 9, 2021 at 1:04 AM

Adam Schouela: We're looking for those technologies that truly have that potential to displace technologies we're using today.

Fidelity Investments leaps back to the future in an experiment to restore active management to its lofty perch, using technology that is still more science fiction than fact

The Boston giant is renting a special corner of Amazon's cloud to remake Monte Carlo and do hyper-quant investing like an AI Peter Lynch, with no experience as a golf caddy.

December 21, 2020 at 11:45 PM

Lukas Smart brought DFA fervor to a surprisingly self-critical smart beta conference.

The smart beta ETF industry gets blasted at swank Manhattan summit by an unlikely group of critics

The active-but-passive category soared from $200 billion to $620 billion in the past four years, but Rob Arnott and other big smart-beta names at Convene were not in a gloating mood

June 15, 2017 at 2:44 AM

Kris Schellhas and Chris Duffield: The U.S. government issued a patent for identifying investment grade diamonds, paving the way for diamonds to be a publicly traded commodity in the near future.

What RIAs need to know about why diamonds aren't just for pawn shops, brides and African cartels anymore

With De Beers humbled, valuation methods standardized and hundreds of millions of Chinese headed to middle-class nuptials, it's a new story

May 13, 2013 at 3:42 AM

Karl Thunemann: Schwab has an opportunity to put its values into action by radically changing its separation policies.

Why I moved my account from Schwab's RIA and what Chuck could do to improve Schwab Private Client

After the double defection of the assigned branch and portfolio manager, a loyal but disillusioned customer sends an emphatic message to the front office

February 1, 2013 at 6:36 AM

Peter Tamposi: If you believe what they say, he lied and stole money. They tried to make it look sensational.

How an RIA got in hot water in New Hampshire and why RedBlack is being touched by an ensuing bankruptcy

Nicholas B. Rowe was a founding investor in the rebalancing software maker and regulators are chasing down every asset he has

January 30, 2013 at 5:18 PM

Anthony Rochte will bring his State Street ETF smarts to bear at Fidelity's new division, SelectCo.

Fidelity launches major division in Denver with an 'ETF quarterback' calling the shots

The new venture appears to be the Boston giant's long-awaited foray into exchange traded funds but some details are still being carefully guarded

September 17, 2012 at 4:56 AM

Matt Judge: We want increased share of wallet.

Relentless TD Ameritrade antes up a killer ETF platform

The number three custodian of RIA assets is finding ways to lead

October 12, 2010 at 5:50 AM

Paul Weisbruch: ETFs can trade at a discount or premium to NAV, but the statistically insignificant differences are used as a device of fear.

Criticism of ETFs is based on fear more than factual basis: columnist

Concerns over the illiquidity, manipulation and prices of ETFs get way overblown

June 22, 2010 at 5:13 AM

Adam Bold: Higher trading costs will offset in whole or part ETFs’ lower operating costs.

How ETFs have been oversold when it comes to flexibility, lower costs and tax efficiency

ETFs are the new sacred cow, but Adam Bold calls them hamburger

May 10, 2010 at 6:19 AM

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