13+ hour, 29+ min ago   (310+ words) Conversion, rather than adding a dual share class, offers ETFs an existing asset base and track record. It’s said that moving is one of the most stressful events in life. But it can also be transformative, which may be the…...

5+ day, 13+ hour ago   (295+ words) A letter filed in response to the SEC’s request for comment on “novel ETFs” calls for rethinking the product’s naming conventions. That would really hit the spot. “You’ve seen a lot of evolution in what’s offered in an ETF structure…...

1+ week, 4+ day ago   (387+ words) Two portfolio approaches — asset-focused and outcome-oriented — can overlap. But the latter puts the individual client’s goals at the center of the process. Portfolio construction these days is less a matter of what and more a matter of why. As advisors…...

1+ week, 4+ day ago   (485+ words) Over 69% of consumers prefer some in-person or hybrid communications with their advisor, a recent survey found. We may be 14 years past pop singer Carly Rae Jepsen’s breakout hit, but many advisors are still using her refrain: Call me … maybe. “If…...

2+ week, 5+ day ago   (329+ words) Investors piled into bitcoin funds over the past week as its price rose significantly from this year’s low point, but still trail October’s $126,000 high mark.. We’d call it a bitcoin bounce, but no bouncy ball in the world behaves like…...

2+ week, 5+ day ago   (329+ words) More than a few companies include “shares” in ETF product titles, and Northern Trust is among a few that have changed course. Changing the name of an ETF franchise after 15 years? Seems like kind of a flex. “Maybe it wasn’t…...

2+ week, 6+ day ago   (290+ words) The discount brokerage had already increased client asset minimums from $500,000 to $2 million earlier this year without any adjustments in more than two decades. They’ve gone and done it again. Other recent SAN changes include: Others believe Schwab’s moves were inevitable…...

3+ week, 3+ day ago   (473+ words) A comeback that squeezes out short sellers could make investors less likely to doubt the digital asset going forward. About $700 million in bitcoin short positions were liquidated this week in less time than it takes to heat up a $20 burrito…...

3+ week, 5+ day ago   (251+ words) It’s the first attempt in the industry to fit something akin to sports betting into an exchange-traded fund wrapper. One ETF issuer wants to skip the peewee league and go straight to pro. That speaks to another difference the hockey…...