ETFs Archives - Retirement Income Journal

Fortitude Re, Midwest Holdings pursue ‘triangle’ strategies

By Editorial Staff Tue, Jan 4, 2022

Fortitude Re, a reinsurer backed by The Carlyle Group, a $276 billion private equity firm, is completing its annuity-reinsurance-asset management strategy. Midwest Holdings' life insurer, American Life, has launched...

Published January 6, 2022

Insurers fret about meeting ‘return targets’: Cerulli

By Editorial Staff Wed, Dec 15, 2021

'Eighty-one percent of insurers are concerned about meeting return targets given the low interest rates,' Cerulli's latest products report said. It also documented heavy outflows from low-volatility ETFs.

Published December 16, 2021

Use of bond ETFs for retirement income expected to rise: Cerulli

By Editorial Staff Tue, Oct 5, 2021

A new Cerulli report also explores sales of annuities to fee-only advisors; '84% of independent registered investment advisors (RIAs) sold no annuities in the last 12 months… despite significant work in...

Published October 7, 2021

Investors Sought ‘Cheaper, More Cyclical’ Stocks in May: Morningstar

By Editorial Staff Thu, Jun 17, 2021

US equity fund flows were quiet for the second consecutive month. After taking in a record $54 billion in March, inflows were just $211 million in May, according to...

Published June 17, 2021

US Equity Flows Cool Down in April: Morningstar

By Editorial Staff Thu, May 20, 2021

After record inflows of $54 bn in March, US equity funds shed over $500 million in April. Large-blend funds saw roughly flat net flows in April after collecting $25...

Published May 20, 2021

Long-term funds receive $400 billion in Q1 2021: Morningstar

By Editorial Staff Thu, Apr 22, 2021

US value equity funds saw record inflows in March 2021, according to Morningstar's monthly fund flows report. Vanguard and iShares notched significant inflows as passive funds continued to dominate...

Published April 22, 2021

Millennials lead in ETF adoption: Schwab

By Editorial Staff Thu, Mar 18, 2021

Millennials estimate that in five years, 43% of their portfolios will be in ETFs, compared to 39% for Gen X and 29% for Boomers, according to the tenth edition...

Published March 18, 2021

Income annuities are “best solution for DC plans”: Cerulli

By Editorial Staff Wed, Dec 9, 2020

But 64% of respondents to a Cerulli survey cited low demand for guaranteed retirement solutions—despite the 2019 SECURE Act’s provision of regulatory protections for offering annuities. Cerulli is also...

Published December 10, 2020

A buffet of buffered ETFs for jittery investors

By Kerry Pechter Thu, Jun 4, 2020

Allianz Life will compete in the structured ETF space against Innovator Capital Management, which invented this type of investment in 2018, First Trust, and New York Life Investments,...

Published June 4, 2020

What it means when ETFs deviate from NAVs: Cerulli

By Editorial Staff Thu, May 7, 2020

'Advisors purchasing a mutual fund as a long-term holding may be overpaying and would be better served in an ETF. Investors who do not need intra-day liquidity but may...

Published May 7, 2020

2019 was a remarkable year for passive large-cap funds: Morningstar

By Editorial Staff Thu, Jan 30, 2020

'The strong long-term inflows in both December and for all of 2019 were due almost entirely to record inflows for both taxable-bond and municipal-bond funds,' the fund data giant...

Published January 30, 2020

‘Don’t overlook us,’ a boutique ETF issuer tells advisers

By Editorial Staff Thu, Jan 9, 2020

The three largest ETF sponsors have 82% of ETF assets; market share jumps to 90% when expanded to the top five, according to Cerulli Associates. A smaller ETF issuer...

Published January 9, 2020

Mixed forecast for active ETFs: Cerulli

By Editorial Staff Thu, Dec 12, 2019

ETF issuers are looking to develop more active products that can earn higher fees. Almost half of issuers say they are developing (20%) or planning to develop (27%) non-transparent...

Published December 12, 2019

Fidelity’s brokerage claims industry price leadership

By Editorial Staff Thu, Oct 10, 2019

New commission changes take effect on October 10, 2019 for individual investors and will be available on November 4, 2019 for registered investment advisors, a Fidelity release said.

Published October 10, 2019

Investors fond of bonds so far in 2019

By Editorial Staff Thu, Feb 28, 2019

'Retail investors remain skeptical of the ferocious stock market rally early this year,' said David Santschi, director of liquidity research for TrimTabs. 'While bond mutual funds are drawing big...

Published February 28, 2019

Flight from active to passive funds and ETFs slowed in September: Morningstar

By Editorial Staff Fri, Oct 19, 2018

Among all U.S. open-end mutual funds and ETFs, Fidelity Advisor Growth & Income saw the most inflows of all active strategies at $1.8 billion, the fund's highest inflows in a...

Published October 19, 2018

Transparency, low-cost will guarantee a market for clean-shares: Cerulli

By Editorial Staff Thu, Sep 27, 2018

Despite the death of the DoL Conflict of Interest Rule and lack of clarity around the inclusion of sub-transfer agent (sub-TA) fees, clean-share mutual funds will likely have a...

Published September 27, 2018

It’s Hot Around the ‘Collar’

By Kerry Pechter Thu, Mar 29, 2018

Nervous investors can get an indexed collar strategy from an annuity or an ETF. Great West Financial and Innovator Capital Management have new products in the category. Cap-and-buffer products,...

Published March 29, 2018

Bull market raises red flag: TrimTabs

By Editorial Staff Wed, Jan 4, 2017

“Fund flows tend to be a good shorter-term contrary indicator, so the post-election buying spree bodes poorly for U.S. equities,” said David Santschi, TrimTabs' CEO.

Published January 5, 2017

In July, U.S. equity ETFs received biggest inflow of 2016

By Editorial Staff Wed, Aug 3, 2016

It’s a sign that “market participants are as confident as ever that central bank intervention will keep inflating asset prices,” said David Santschi, CEO at TrimTabs.

Published August 4, 2016

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