ETF Strategies
 
Inside ETFs

OCTOBER 12, 2023

ETFS

September’s Blockbuster Month of ETF Launches: Part 1

Nearly 70 new ETFs made their market debuts in September. That included 21 bond ETFs, one commodities ETF, 41 equities-based ETFs and six target date/multi-asset ETFs.

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How the Largest RIAs Are Investing Now

"Higher-for-longer" interest rates, earnings volatility, multiple expansion. ... Chief investment officers from nine of the largest RIAs reveal how they are tweaking client portfolios in response to the markets, and detail their best investment ideas right now.

RELATED:  Cresset |  Carson Group |  Mercer Advisors |  Wealth Enhancement Group |  Fidelis Capital Partners |  Crescent Grove Advisors |  NewEdge Wealth |  Beacon Pointe |  Cerity Partners 

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Elite Wall Street Firms Are Surrendering to $7T ETF Boom

The aim is to exploit the tax efficiency of the ETF wrapper, which means funds rarely incur capital gains tax, instead transferring the burden to investors when they exit.

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Hedging Power of Treasuries Tested by Recent Bond Selloff

In-tandem moves between stocks and bonds in recent months are reigniting a debate over the hedging power of Treasuries in an era where both asset classes are both prone to selloffs amid concerns of further Federal Reserve tightening.

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The Money Mistakes Every Generation Makes

Financial advisors say more clients than ever are making timing-related missteps when it comes to savings and investments.

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