Tag: ETFs

Passive Investment Momentum Continues

The strong growth of passive investment products shows little sign of slowing over the short term and could signal an important secular trend, according to new research from...

Plan Assets Moving Away from Fixed Income

Defined contribution (DC) plan participants reduced their holdings in fixed income and increased allocations to U.S. small-cap and mid-cap equities in 2013, while target-date funds continued to increase...

SSgA Offers Crash Course in ETFs

A new education program from State Street Global Advisers (SSgA) offers financial professionals nearly 30 short courses on how to incorporate exchange-traded funds (ETFs) into investment portfolios.

Envestnet Releases Liquid Alt. Portfolios

The portfolio consulting group of Envestnet Inc. launched a new multi-manager portfolio series called the Liquid Endowment Portfolios, designed to address rising correlations across asset classes.

Institutions Seek Fixed-Income ETFs

Changes in bond market conditions and institutional portfolio strategies are driving the largest U.S. investors to add more exchange-traded funds (ETFs)—especially those built on fixed-income investments.

RIAs Pursue ETFs with Vigor

An analysis from financial analytics firm Cerulli Associates finds exchange-traded fund (ETF) use among registered investment advisers (RIAs) has grown nearly 27% annually over the past five years.

Stifel, Nicolaus Consents to FINRA Fines

The Financial Industry Regulatory Authority (FINRA) has ordered Stifel, Nicolaus & Company, Incorporated and Century Securities Associates, Inc. to pay fines and restitution to customers in connection with...

Invesco Overhauls Some ETFs

Invesco PowerShares, a provider of exchange-traded funds (ETFs), will change the names and underlying indexes of 10 ETFs.