The Markets May 20th, 2025 Surge in Bond ETFs Driven by Institutional Investors According to BlackRock , actively managed strategies currently account for 14% of U.S. fixed-income ETF assets under management and 8%...
The Markets May 8th, 2025 Industry Anticipates SEC Approval of Dual Share Class ETF Offerings The Securities and Exchange Commission in March said it was prioritizing its review of applications for firms aiming to offer ETF...
Data & Research December 5th, 2024 Retail Investing AUM Will Likely Slow in Next 5 Years, But Sales Will Rebound A forecast from ISS Market Intelligence shows overall retail investment assets down in the next five years, but with product...
Client Service July 29th, 2024 New Investment Fund Filings Still Strong, ETF-Dominant, According to ISS ISS STOXX’s new funds report showed 156 funds registered in June, including 135 ETFs.
Products & Services July 22nd, 2024 Raymond James Steps Into ETFs, Adds Mo Sparks as Head of Division An ETF product platform is expected to launch in 2025.
Data & Research May 27th, 2024 Addressing Changing Attitudes Toward Retirement Planning Today’s savers are preparing for retirement differently from their parents and grandparents, Nationwide finds.
Client Service January 22nd, 2024 American Funds Maintains Largest TDF Inflows in 2023 The TDF manager brought $19.8 billion into its TDF investments in 2023, highest among U.S. managers.
Products January 11th, 2024 Product & Service Launches – 1/11/24 UAW Members at GM, Stellantis to gain access to Hueler lifetime income solutions; Franklin Templeton, Valkyrie, WisdomTree launch bitcoin ETFs;...
Products January 4th, 2024 Product & Services Launches – 1/4/23 PGIM launches 2 buffer ETF series; Federated Hermes launches total return bond ETF; and SoFi offers 2% match on IRA...
Deals & People January 1st, 2024 Retirement Industry People Moves – 12/29/23 Darrin Hebert joins Securian Financial; Vanguard announces senior leadership change.
Products December 14th, 2023 Product & Service Launches – 12/14/23 Equitable enhances flagship investment-only variable annuity; Vanguard expands ETF lineup; AllianceBernstein launches five active ETFs; and more.
Products December 7th, 2023 Product & Service Launches – 12/7/23 Vanguard expands ETF lineup with 2 active bond ETFs; Mutual of America Capital Management expands MoA Funds availability; DFPG Investments...
Products November 9th, 2023 Investment Product & Service Launches – 11/9/23 Franklin Templeton converts mutual fund into newly listed ETF; SCG Asset Management offers equity-linked note interval fund; Voyant introduces wellness...
Data & Research November 1st, 2023 Retirement Plan Aggregators Bring CITs to Small, Mid-Market Plans The rise of CITs continues to erode mutual fund dominance in the DC market, according to the latest Cerulli data.
Data & Research October 23rd, 2023 Long-Term Investment Fund Assets Set to Rise After 2022 Dip After a tumultuous few years of rising interest rates and market volatility, ISS MI sees a return to growth for...
Products October 19th, 2023 BlackRock Launches Target-Date ETFs Aimed at Self-Directed Retirement Savers The TDFs will provide ETF access in a glide path as the firm targets 57M workers who lack 401(k) access.
Deals & People September 28th, 2023 Investment Product & Service Launches – 9/28/23 Vanguard expands active fixed-income lineup; Brandywine announces suite of new investment strategies; RiXtrema launches AI tools for 401(k) plan; and...
Compliance September 20th, 2023 Funds’ Portfolios Must Reflect Their Name, SEC Says New rule means funds will have to derive 80% of their value from investments related to their official names.
The Markets September 7th, 2023 Can ETFs Work in 401(k)s With Mutual Fund Rebranding? F/m Investments has asked the SEC for the right to classify an ETF series as mutual funds to be accessible...
The Markets August 3rd, 2023 Investment Product and Service Launches Alight enhances work benefits platform; Midland updates fixed indexed annuities geared toward retirement income; Allianz launches buffered ETFs to guard...