Understanding So-called ‘Spot Bitcoin ETFs’

These securities scored a victory with the SEC in January, but are sort of imposters in the ETF world. (By Herb Blank)

Leveraged ETFs Bet on Mega-Cap Tech Stocks

Asset management companies are rushing to offer investors still more ways to play the boom in U.S. mega-cap technology stocks.

The Rush to AI-Themed ETFs

The fervor around artificial intelligence has sparked a gold rush into AI-themed ETFs, as investors seek fresh ways to play the burgeoning technology

Bitcoin’s Stunning Comeback

The industry’s fortunes started improving in August, when a federal appeals court paved the way for companies to offer ETFs tied to bitcoin.

The SEC’s Problem with Crypto ETFs

Asset managers are lining up to list a second wave of crypto ETFs, but SEC Chair Gary Gensler remains a crypto critic.

Did ETF Investors Profit from Hamas Attack?

A U.S. professor stands by his research showing there was a spike in short selling of an Israel ETF leading up to the attacks. The Tel Aviv exchange says the research is inaccurate.

Flurry of ETFs Come to Market

Large asset managers that have been slow to cash in on investor demand for ETFs are now trying to grab a slice of the market.

Is Investing in Climate Change Worth It?

It'll be a 'bumpy ride’ but the economic tailwinds are compelling, says the co-founder of a climate-focused investing platform. ‘It’s going to be a bumpy ride’ but the economic tailwinds are compelling, says the co-founder of a climate-focused investing platform.

Investors Saved $9.8b in Fund Fees in 2022: Morningstar

The real winners may be financial advisors, as asset managers strip out advice services to reduce fund fees.

Bank Stocks and ETFs – Time to Buy?

The momentum against banks shows signs of settling and no longer resembles a falling knife, says our contributor.

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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm

Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.

Judge Halts Rule Capping Credit-Card Late Fees

A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.

Inflation, Economic Uncertainty Upending Retirement Dreams for Many

Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.

Perigon Wealth Management Appoints Head of Advisor Success and Integration

Maria Daley has more than 30 years of experience leading business development and relationship management teams.

SEC Wants RIAs to Verify Customer Identities

The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.

Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds

Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.

Families to Save $10 Billion Annually in Credit Card Late Fees

This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.