Fidelity’s Meta-Bet February 16, 2022 Adviser Fund Update Cryptocurrency, ETFs, Fidelity, metaverse, mutual funds Anyone viewing the Super Bowl this past weekend was inundated with ads for crypto and the so-called metaverse, an emerging term for the 3D, virtual reality-based internet of the future. Fidelity must be hoping a lot of people were watching the Super Bowl, because it recently filed to launch two new … Read Morekeyboard_arrow_right
Vanguard Tiptoes Into Fractional ETF Trading December 22, 2021 Weekly Update ETFs, fractional shares, jobs, mutual funds, vanguard Vanguard Tiptoes Into Fractional ETF Trading Vanguard built its brand on making investing more affordable and accessible. Earlier this month, they continued that tradition by giving investors access to fractional shares of ETFs. According to Ignites, Vanguard chose to skip the fanfare and instead emailed select clients who were eligible for … Read Morekeyboard_arrow_right
Bitcoin Futures ETF Brings In Beaucoup Bucks October 27, 2021 Adviser Fund Update bitcoin, ETFs, inflation 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
Fidelity Doubles Down on Themes October 13, 2021 Adviser Fund Update ETFs, Fidelity, thematic investing, vanguard 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
ETFs in the Tax Crosshairs September 29, 2021 Adviser Fund Update ETFs, retirement accounts, social security, vanguard 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
Active ETFs: The Best of Both Worlds? September 15, 2021 Adviser Fund Update active etfs, ESG Funds, ESG Investing, ETFs 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
Fidelity Expands ESG Lineup June 23, 2021 Adviser Fund Update ESG Funds, ESG Investing, ETFs, federal reserve, Fidelity, Investing, money market funds 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
Are ETFs More Tax-Efficient? Not at Vanguard June 9, 2021 Adviser Fund Update capital gains tax, ETFs, factor funds, financial planning, Investing, taxes, vanguard 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
Vanguard Slashes Expenses on 15 Index ETFs November 27, 2019 Adviser Fund Update ETFs, stock market, vanguard How Low Can You Go? Vanguard Slashes Expenses on 15 Index ETFs The limbo bar keeps getting lower in Malvern, Pa. This month, Vanguard announced that it had cut fees by 25% to 33% on 15 of its S&P 500 and Russell index-based exchange-traded funds (ETFs). The move marked the latest … Read Morekeyboard_arrow_right
Passive Index Funds: More Popular—But Getting More Complicated May 31, 2019 Investing ETFs, Fidelity, mutual funds, vanguard At the beginning, the promise of passive funds was simple: Match the market’s performance, beat active managers on price. Starting in the 1970s with Vanguard’s pioneering index funds and boosted in recent decades by the surge of flows into exchange-traded funds (ETFs), so-called “passive” investing strategies have been on a slow rise toward … Read Morekeyboard_arrow_right