The tools are part of the new WisdomTree Advisor Solutions platform.
KBS Introduces Online Platform for Investment Trust; T. Rowe Price Chooses Linedata to Oversee Net Asset Value; Columbia Threadneedle Presents Target-Date Solution; and more.
ERI Scientific Beta Presents Long/Short Equity Market Index; TD Ameritrade Offers Expanded Commission-Free ETF Program; State Street Global Advisors Launches New SPDR Portfolio ETFs; and more.
Columbia Threadneedle premieres strategic beta bond ETF; and Change Finance launches new sustainable investing ETF.
Lazard Launches Equity Portfolio; American Century Reorganizes Income Fund; Nuveen Releases ESG U.S. Aggregate Bond ETF; and more.
More investment providers are now using ETFs within glide-path-based portfolios, but the business development leader at Stadion says his firm has long embraced the approach, as exemplified by the new TargetFit product launch.
Hartford Funds Expands Fixed Income ETF Suite; Sage Releases ESG Intermediate Credit Index; ICMA-RC Opening Investments to Private Sector.
“Distribution of standalone product has become more competitive in the wake of commoditization and platform consolidation,” according to a new analysis from Cerulli Associates.
Goldman Sachs Launches new ETF; Betterment Rolls Out Smart Beta Portfolio; and GRP Partners With Envestnet to Launch CIT Suite.
An increasingly popular asset class, investors shouldn't pay significantly higher fees for these strategies than market-cap-weighted alternatives, which capture the same performance drivers and can replicate most of their returns.
Goldman Sachs Launches High Yield Corporate Bond ETF; Sage Advisory Introduces Custom Laddered Strategy; and Franklin Templeton Rolls Out Active Municipal Bond ETFs.
PMC Providing Long/Short Equity Strategies; Vanguard Establishes Total Corporate Bond ETF; and Swell Investing Launches Impact IRA.
Intermediary-sold fund distribution data from Strategic Insight shows taxable bond strategies led mutual fund demand during the second quarter of 2017.
BRI Launches Small Cap Index Powered by Wilshire; First Trust Launches Equity Index ETF; Vanguard Updates Benchmarks for Bond Funds; and more.
Deutsche AM Slashes Mutual Fund Expenses; Fidelity Cuts Expenses on Mutual Funds; Transamerica Debuts Smart Beta ETFs; and more.
Aria’s RetireOne Platform Offering Variable Annuity; Vanguard Launches Global Balanced Funds; Pensionmark Rolls Out New Investment Reporting Tools; and more.
Nearly two-thirds of ETF issuers claim to position strategic beta as a replacement for passive ETFs, but nearly two-thirds of advisers who are using strategic beta report replacing active mutual funds.
Wilshire Launches VETS Index; Betterment Sprouts SRI Option for Participants; LPL Opens Mutual-Fund Only Platform; and more.
Charles Schwab Adds More Commission-Free ETFs; John Hancock Continues Reducing Mutual Fund Fees; Rise Financial Opens its Doors for Socially Responsible Investing; and more.
Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided.