Tag: exchange traded funds (ETFs)

Principal Global Investors has hired Paul Kim to launch and lead the firm’s ETF business.

Charles Schwab launched an automated investment advisory service, Schwab Intelligent Portfolios, aimed at simplifying client portfolio maintenance.

New software from The E‐Valuator LLC provides Web‐based investment management support to mitigate fiduciary liability through customizable risk tolerance and reporting settings.

Hartford Funds says it has entered into a preliminary agreement with Navigate Fund Solutions LLC to support the launch of a new family of NextShares exchange-traded managed funds.

In total, U.S. Equity funds saw outflows in January.

It can be hard to separate noise from actionable insight when discussing investing trends, but two industry experts say now is clearly the time to get ahead on...

John Hancock Retirement Plan Services (RPS) announced the promotion of Barbara Wilderman to regional vice president in the Southeast division.

With plans for a new exchange-traded fund platform branded under New York Life’s MainStay Investments business, one investment solutions provider says it’s time to double down on ETF...

Rapid growth in exchange-traded fund assets is causing significant change at asset management firms, including many...

Equities captured the majority of fund inflows in 2014.

Nasdaq announced that it will acquire smart beta and passive investing specialist Dorsey, Wright & Associates LLC.

An increasingly competitive retirement plan services market is pushing advisers into new territory and could lead to greater adoption of exchange-traded funds in defined contribution plans.

The investment management firm F-Squared Investments has agreed to pay $35 million and admit wrongdoing to settle fraud charges brought by the Securities and Exchange Commission (SEC).

New York Life Investment Management announced the signing of a definitive agreement to acquire IndexIQ, a firm specializing in liquid alternative exchange-traded funds.

Investment management firm Eaton Vance says it has won approval to offer “exchange-traded mutual funds” that deliver nontransparent actively managed investment strategies as exchange-traded funds (ETFs).

Janus Capital Group Inc. has agreed to acquire VS Holdings Inc., the parent company of institutionally-focused exchange-traded fund (ETF) provider VelocityShares LLC.

A recent survey of investment consultants, conducted by Cerulli Associates, shows that they are actively increasing U.S. institutional investors’ level of exposure to alternative assets.

Charles Schwab announced the addition of more than 60 exchange-traded funds (ETFs) to the Schwab ETF OneSource platform, bringing the total to about 180 ETFs.

Beaumont Capital Management (BCM), provider of quantitative ETF-based investment portfolios, launched the new strategies on the ASSETMark platform.