ETFs Archives - Retirement Income Journal

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

ETFs suffer outflows for first time in over two years

By Editorial Staff Thu, Mar 3, 2016

'ETFs bled $1.8 billion in January flows. Combined with poor market returns, that led to a 4.7% drop in assets. The vehicle still maintained more than $2 trillion in...

Published March 3, 2016

Danish bank offers retail robo-investing in ETF portfolios

By Editorial Staff Thu, Jan 21, 2016

'It is paramount that are delivered to investors in a way that complements their digital habits,” said Michael Gruener, co-head of iShares EMEA Sales at BlackRock.

Published January 21, 2016

Asset managers will face fee pressure in 2016: Cerulli

By Editorial Staff Thu, Jan 14, 2016

Europe currently accounts for just 18% of the world's ETF market, compared with the U.S.'s 70% slice, according to Cerulli analyst Barbara Wall. But she believes that big change...

Published January 14, 2016

Flows to bond ETFs increased in September: TrimTabs

By Editorial Staff Thu, Sep 17, 2015

The rush into bonds has not occurred in response to strong absolute performance, TrimTabs said. Treasury bond ETFs are down 0.4% since the start of August, while corporate bond...

Published September 17, 2015

“MACS” are poised to lead an active-management comeback: Citi

By Editorial Staff Thu, Jun 25, 2015

Sales of bespoke funds will rebound on the wings of new three-pronged “dynamically managed multi-asset class solutions” (MACS), according to Citi’s just published 6th Annual Industry Evolution Survey.

Published June 25, 2015

Cerulli: Institutions are switching to strategic beta ETFs

By Editorial Staff Wed, Jun 17, 2015

A new report, "Exchange-Traded Fund Markets 2015: Opportunities in the Face of Changing Dynamics," finds that firms have different approaches to strategic beta.

Published June 18, 2015

Managed accounts gain ground against TDFs as default investment: Cogent

By Editorial Staff Thu, May 14, 2015

'This increased usage of managed accounts among Mega plans signals a growing desire in the industry to offer a more personalized solution for plan participants,' said Linda York, vice...

Published May 14, 2015

Data Connection