Article Bitcoin Futures ETF Brings In Beaucoup Bucks October 27, 2021 Bitcoin Futures ETF Brings In Beaucoup Bucks After another rollercoaster year, bitcoin is back near record highs, with much of the buzz coming from the launch of the ProShares Bitcoin Strategy ETF (ticker: BITO). Since its debut last Tuesday, the fund has raked in over $1.2 billion—that’s the fastest a fund … Read Morekeyboard_arrow_right
Article Fidelity Doubles Down on Themes October 13, 2021 Fidelity Doubles Down on Themes Fidelity Investments has added four more new thematic exchange-traded funds (ETFs) to its lineup. The new additions bring Fidelity’s total ETF lineup to 46, including 33 thematic funds. The four new ETFs are passively managed, quantitative funds which use proprietary Fidelity indexes as their benchmarks. Fidelity’s … Read Morekeyboard_arrow_right
Article Vanguard Launches New Active Management Options October 1, 2021 Vanguard Launches New Active Management Options Vanguard plans to launch three new actively managed funds later this year: Advice Select Dividend Growth, Advice Select International Growth and Advice Select Global Value. As Adviser Investments clients know, we’ve long believed that, despite its well-founded reputation for low-cost index funds, Vanguard has some … Read Morekeyboard_arrow_right
Article ETFs in the Tax Crosshairs September 29, 2021 ETFs in the Tax Crosshairs A recently proposed tax on exchange-traded funds (ETFs) could be setting the stage for a major dust-up between lawmakers and money managers. Will it come to pass, and how would it impact your portfolio? In mid-September, Senate Finance Committee Chairman Ron Wyden … Read Morekeyboard_arrow_right
Article Active ETFs: The Best of Both Worlds? September 15, 2021 Active ETFs: The Best of Both Worlds? Now that the fee wars have come to their natural conclusion, fund managers seem to be opening up a new frontier in their efforts to attract investor dollars: Adding active-management oomph to low-cost index options. Vanguard’s decision to open three new … Read Morekeyboard_arrow_right
Article Vanguard Launches New Active Management Options September 1, 2021 Vanguard Launches New Active Management Options Vanguard plans to launch three new actively managed funds later this year: Advice Select Dividend Growth, Advice Select International Growth and Advice Select Global Value. As Adviser Investments clients know, we’ve long believed that, despite its well-founded reputation for low-cost index funds, Vanguard has some … Read Morekeyboard_arrow_right
Article Fidelity Bites Down on Bitcoin August 18, 2021 Fidelity Flirts Further With Bitcoin Is Fidelity jumping fully aboard the bitcoin train? Yes, but not in the way the media suggests. You might have seen the recent headline “Fidelity buys 7.4% stake in bitcoin miner Marathon.” The implication is that with this purchase Fidelity is making a big move … Read Morekeyboard_arrow_right
Article Is the 60/40 Investing Approach Still Sound? August 4, 2021 Is the 60/40 Investing Approach Still Sound? In the current low-yield environment, it’s a question we get frequently: Is the 60/40 approach still a smart investment strategy? If so, are bonds the right balance to stocks right now or are there other/better options? The short answer: Yes, the 60/40 approach remains … Read Morekeyboard_arrow_right
Article Vanguard to Acquire JustInvest July 21, 2021 Vanguard to Acquire JustInvest Vanguard has agreed to buy the direct indexing firm JustInvest. The firm said it was enticed by JustInvest’s tech-driven approach, and they’re not alone: The quantitative asset manager has attracted just over $1 billion in assets since its 2016 founding, setting itself apart with features that … Read Morekeyboard_arrow_right
Article Federal Reserve 101: Tools for Fighting Inflation July 7, 2021 Federal Reserve 101: Tools for Fighting Inflation With inflation fears dominating the financial news, you’ve probably been hearing a lot about the Federal Reserve. And if you’ve been wondering what exactly the central bank is, and how it functions as a key player in the U.S. and global economy, you’re not … Read Morekeyboard_arrow_right
Article Fidelity Expands ESG Lineup June 23, 2021 Fidelity Expands ESG Lineup Fidelity Investments launched five new actively managed environmental, social and governance (ESG) funds last week. The new funds include two equity mutual funds, one bond mutual fund and two equity ETFs, bringing Fidelity’s total ESG lineup to 11 mutual funds and ETFs. The new funds are available … Read Morekeyboard_arrow_right
Article Are ETFs More Tax-Efficient? Not at Vanguard June 9, 2021 Are ETFs More Tax-Efficient? Not at Vanguard In April, we parsed every Vanguard and Fidelity fund and exchange-traded fund (ETF) to highlight the most (and least) tax-efficient among them. This week, we look at how ETFs and funds differ in how their tax status impacts your portfolio’s bottom … Read Morekeyboard_arrow_right