4+ day, 16+ hour ago   (295+ words) A letter filed in response to the SEC’s request for comment on “novel ETFs” calls for rethinking the product’s naming conventions. That would really hit the spot. “You’ve seen a lot of evolution in what’s offered in an ETF structure…...

1+ week, 3+ day ago   (387+ words) Two portfolio approaches — asset-focused and outcome-oriented — can overlap. But the latter puts the individual client’s goals at the center of the process. Portfolio construction these days is less a matter of what and more a matter of why. As advisors…...

1+ week, 3+ day ago   (485+ words) Over 69% of consumers prefer some in-person or hybrid communications with their advisor, a recent survey found. We may be 14 years past pop singer Carly Rae Jepsen’s breakout hit, but many advisors are still using her refrain: Call me … maybe. “If…...

2+ week, 4+ day ago   (329+ words) Investors piled into bitcoin funds over the past week as its price rose significantly from this year’s low point, but still trail October’s $126,000 high mark.. We’d call it a bitcoin bounce, but no bouncy ball in the world behaves like…...

2+ week, 4+ day ago   (329+ words) More than a few companies include “shares” in ETF product titles, and Northern Trust is among a few that have changed course. Changing the name of an ETF franchise after 15 years? Seems like kind of a flex. “Maybe it wasn’t…...

2+ week, 5+ day ago   (290+ words) The discount brokerage had already increased client asset minimums from $500,000 to $2 million earlier this year without any adjustments in more than two decades. They’ve gone and done it again. Other recent SAN changes include: Others believe Schwab’s moves were inevitable…...

3+ week, 2+ day ago   (473+ words) A comeback that squeezes out short sellers could make investors less likely to doubt the digital asset going forward. About $700 million in bitcoin short positions were liquidated this week in less time than it takes to heat up a $20 burrito…...

3+ week, 4+ day ago   (251+ words) It’s the first attempt in the industry to fit something akin to sports betting into an exchange-traded fund wrapper. One ETF issuer wants to skip the peewee league and go straight to pro. That speaks to another difference the hockey…...