ETFs

ETF Upside

Fidelity to Tack Service Fees on 100 More ETFs. Boutique Issuers May Be Hit Hardest

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As ETFs’ popularity boom, platforms are looking for ways to monetize that growth.

2 min read

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ETF Upside

How Roundhill’s DRAM Became Fastest ETF to Net $6.5B in Assets

The product tracks companies focused on computer memory hardware and the massive artificial intelligence buildout.

2 min read
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ETF Upside

BlackRock’s New ETF Goes Long on Emerging Market Bonds. Not Everyone Agrees

The world’s largest asset manager launched an active fund, the iShares $ EM Bond Active Ucits ETF, in April.

2 min read
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ETF Upside

Investors Hungry for Private Markets in Their ETFs

Global investors are itching for access to unicorns in the convenient ETF wrapper.

2 min read

ETF Upside

Some ESG Funds Are Booming. That’s Not the Whole Picture

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While some clean energy products have outperformed this year, it’s not all sunshine and daisies for ESG.

2 min read

ETF Upside

State Street Predicts Inflows Into US ETFs Hit $2.1 Trillion This Year

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Active ETFs continue to gain traction.

2 min read

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ETF Upside

ETF Assets May Top $25 Trillion in the US by 2030

Citigroup analysts are projecting significant growth in the industry, while the research firm ETFGI is even more bullish than that.

1 min read
Advisor Upside

Can Structured Note ETFs Help Retirees Sleep at Night?

Structured notes can help current and near-retirees that need ongoing growth, but they can’t afford high levels of risk.

4 min read
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Investing Strategies

How the ‘Domino Effect’ from a Wonky SEC Policy Shift May Ease Capital Gains Pain

An ETF makeover for mutual funds, enabled by the Securities and Exchange Commission, may cut taxes for millions and upend the funds biz.

5 min read

ETF Upside

Why the $100M AUM Survival Limit May No Longer Matter

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It’s becoming less expensive to manage ETFs, allowing more funds to remain on the market with lower AUM, according to analysts.

2 min read

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Blockchain

NYSE Teams Up with Securitize as TradFi Bets on Tokenization

Securitize will be the exchange’s first digital transfer agent, creating blockchain-based versions of stocks and exchange-traded funds.

2 min read
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ETF Upside

Defiance to Launch Autism Impact ETF, Donate Profits

With ETFs generally operating on thin margins, it’s quite rare for an issuer to forgo profits.

2 min read
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Alternatives

From Crypto to Private Credit, Alts Attract Millennials Flush with Inherited Wealth

Rather than sticking with stocks and bonds, millennials are seeking higher returns from alternatives like crypto and private credit.

4 min read

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