“Of late, there has been a historic sell-off in munis and the opportunity there may prove even greater in the future,” according to Coastal Bridge Advisors’ Jim Pratt-Heaney.

Vanguard had $54.3 billion pulled from its active mutual funds during the first six months of the year.

The firm is currently testing the capability before rolling it out to all clients on the program.

ETF Insider for August 11, 2022

Direct indexing can be great for large accounts with complicated tax situations. But if a client is just looking for a portfolio that is generally tax-aware, ETF model portfolios can often fill that niche, according to a new analysis by Morningstar.

With inflation roaring and crypto’s failing to act like the great inflation hedge some had hoped for, some ETF sponsors are looking to ways to make gold appealing to the environmentally conscious investor set.

Broad-based commodity funds and agricultural-specific exposures are in demand this year, said Anna Paglia, Invesco's global ETF chief.

Three large clean energy ETFs have rallied since late July, after Sen. Joe Manchin indicated he would support the Inflation Reduction Bill.

The firm on Wednesday received exemptive relief to halt redemptions in the ETF as it distributes the cash and tries to sell the remaining frozen Russian securities.

Advisors share the common wealth transfer mistakes families make.