The Assets: Investment strategies

FAs Weigh In: How FAs Use Muni Bonds

August 12, 2022No Comments

“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.

Worst H1 Outflows for Vanguard Active Funds

August 12, 2022No Comments

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

Morgan Stanley’s UMA Program to Offer Fractional Shares

August 12, 2022No Comments

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

ETF Insider

No Comments

ETF Insider for August 11, 2022

You Don’t Have to Direct Index to Save Clients on Taxes

No Comments

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.

Gold ETFs Take a Shine to ESG

No Comments

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.

Commodity ETFs Wanted as Hedge to Geopolitical Risk: Invesco

August 11, 2022No Comments

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

Clean Energy ETFs Rise on Back of Climate Bill Passage

No Comments

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

BlackRock Stops Redemptions on Russia ETF in Liquidation Plan

No Comments

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.

FAs Weigh In: The What-Ifs of Wealth Transfer

August 10, 2022No Comments

Advisors share the common wealth transfer mistakes families make.