5417 results found
Financial Advice - Who Needs It and Why
News,
… Regulators around the world are looking at measures to ensure that investors understand the costs of investing and are receiving …
Wealthfront Launches Advanced Indexing to Deliver Clients Higher After-Tax Returns at No
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… latest feature in the company's unique PassivePlus approach to investments. PassivePlus represents a collection of peer reviewed, rules-based strategies that aim to increase a client's after-tax return while maintaining … two PassivePlus features, daily tax-loss harvesting and stock-level tax-loss harvesting known as Direct Indexing, as …
NEO Connect Eclipses $200 Million in AUM of Transacted Funds
News,
… Canada’s new fund distribution platform, is proud to announce that the assets under management (AUM) of funds … mark, as of June 2017. NEO Connect, which allows investors and advisors to purchase and redeem both prospectus and private/Offering …
Information Circular: iShares Trust
News,
… several investment portfolios. This circular relates only to the Funds listed above (each, a “Fund” and together, the “Funds”). The shares of the Fund are referred to herein as “Shares.” BlackRock Fund Advisors (the …
Information Circular: Oppenheimer Revenue Weighted ETF Trust
News,
… several investment portfolios. This circular relates only to the Funds listed above (each, a “Fund” and together, the “Funds”). The shares of the Fund are referred to herein as “Shares.” VTL Associates, LLC (the “Adviser”) …
Information Circular: Direxion Funds
News,
… several investment portfolios. This circular relates only to the Direxion Daily EURO STOXX 50 Bull 3X Shares (the “Fund”). Rafferty Asset … LLC (the “Adviser”) serves as the investment adviser to the Fund. The shares of the Fund are referred to herein …
Schwab ETF OneSource™ Expands Offering of Commission-Free ETFs
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… Charles Schwab announced today that Schwab ETF OneSource™, the program that offers … Funds (ETFs) anywhere in the industry, has added 15 ETFs to its roster. With these additions, the program allows investors and advisors to buy and sell 245 ETFs covering 69 …
BlackRock Reports Second Quarter 2017 Diluted EPS of $5.22, or $5.24 as adjusted
News,
… as passive allocations, but increasingly by active investors to generate alpha in their portfolios. We continue to focus … as iShares growth opportunities migrate more rapidly to accelerating adoption and new uses of ETFs. …
Shakeup at SEC Could Make It Easier to Get That ETF Approved
News,
… A new sheriff is coming to town and the exchange-traded fund industry can’t wait. David Grim, the top official in charge of approving new financial products …
Invesco Ltd. Announces August 31, 2017 Assets Under Management
News,
… Canadians continue to seek income from their investments, but they may require diversification beyond government bonds. To help investors diversify their income portfolios, Invesco today …