Articles tagged "ETF"
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There were so many good reasons for Vanguard to fold its first ETF but radical underperformance may stand out for the 'illiquidity' fund
The Malvern, Pa., manager blamed $44-million fund's scale, but marked underperformance and a manager departure as likely doomed it, one Vanguard watcher says
September 27, 2022 at 1:51 AM
Dimensional Fund Advisors rocks the mutual fund industry by undertaking mass conversion of its mutual funds to ETFs
The Austin, Tex., manager of $640 billion largely for RIAs went from diehard mutual fund holdout to top-11 ETF provider with the swipe of a pen, and analysts predict copycats will convert trillions of dollars of their own mutual fund assets.
July 9, 2021 at 1:04 AM
Fidelity Investments leaps back to the future in an experiment to restore active management to its lofty perch, using technology that is still more science fiction than fact
The Boston giant is renting a special corner of Amazon's cloud to remake Monte Carlo and do hyper-quant investing like an AI Peter Lynch, with no experience as a golf caddy.
December 21, 2020 at 11:45 PM
The smart beta ETF industry gets blasted at swank Manhattan summit by an unlikely group of critics
The active-but-passive category soared from $200 billion to $620 billion in the past four years, but Rob Arnott and other big smart-beta names at Convene were not in a gloating mood
June 15, 2017 at 2:44 AM
What RIAs need to know about why diamonds aren't just for pawn shops, brides and African cartels anymore
With De Beers humbled, valuation methods standardized and hundreds of millions of Chinese headed to middle-class nuptials, it's a new story
May 13, 2013 at 3:42 AM
Why I moved my account from Schwab's RIA and what Chuck could do to improve Schwab Private Client
After the double defection of the assigned branch and portfolio manager, a loyal but disillusioned customer sends an emphatic message to the front office
February 1, 2013 at 6:36 AM
How an RIA got in hot water in New Hampshire and why RedBlack is being touched by an ensuing bankruptcy
Nicholas B. Rowe was a founding investor in the rebalancing software maker and regulators are chasing down every asset he has
January 30, 2013 at 5:18 PM
Fidelity launches major division in Denver with an 'ETF quarterback' calling the shots
The new venture appears to be the Boston giant's long-awaited foray into exchange traded funds but some details are still being carefully guarded
September 17, 2012 at 4:56 AM
Relentless TD Ameritrade antes up a killer ETF platform
The number three custodian of RIA assets is finding ways to lead
October 12, 2010 at 5:50 AM
Criticism of ETFs is based on fear more than factual basis: columnist
Concerns over the illiquidity, manipulation and prices of ETFs get way overblown
June 22, 2010 at 5:13 AM
How ETFs have been oversold when it comes to flexibility, lower costs and tax efficiency
ETFs are the new sacred cow, but Adam Bold calls them hamburger
