Clip from Bloomberg’s ETF IQ
I visit with Bloomberg's Scarlet Fu about direct indexing, my concerns with non-transparent ETFs, and the rise of smart beta. ...
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Direct Indexing… The Next Big Thing?
The “Future of Investing”. The “Great Unwrapping”. The “ETF Killer”! The financial industry never lacks innovation and, apparently, the next big thing is here: direct indexing. A typical index mutual fund or ETF owns the components of a market benchmark in a...
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Wealth/STACKED: 5 Key Takeaways
The inaugural conference collaboration between Ritholtz Wealth Management and Inside ETFs was nothing short of a blazing success. With 700+ attendees and a sold-out Scottsdale, Arizona resort (yes, it was hot - thus, the blazing reference), the confab was an...
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ETF Fear Mongering
ETFs have existed for 26+ years. That’s longer than a third of the U.S. population has been alive. Through the Dotcom crash, the Global Financial Crisis, taper tantrums and more recently, a 20% market swoon in the back half of last year. ETFs have aged well through...
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Can Non-Transparent ETFs Lead Active Management to the Light?
“If you’re a mutual fund warehouse, you’re trying to figure out how to grow your business without giving away your secret sauce.” - Nichole Kramer, Manager of ETFs at Alps Inc. Most investors know the story by now. Actively managed stock mutual funds have bled...
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ETFs in the Empire State
It was back to the City of Dreams this week… Ben Carlson, who I actually met on the trip, summed-up my visit rather well: My tally after a quick 36 hours in NYC: -3.5 pieces of pizza -2 bagels -2 Chipotle bowls (not even ashamed) -1 clogged artery -7 lbs gained -1...
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ETFs in Pictures: Fee Wars & the Future
A coffee table book on ETFs? I’m considering. Until then, here are some of my favorite ETF charts so far in 2019. Enjoy! Previous "ETFs in Pictures": ETF in Pictures I ETF in Pictures II ETFs – Year in Pictures 2018 Accelerating ETF Growth As always, we start...
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Investment Costs Matter, But Don’t Stop There
You can't control the markets, but you can control investment costs... Source: Vanguard Learn more about the role of investment costs and several...
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The Financial Literacy Riddle
The majority of Americans cannot pass a basic financial literacy quiz featuring questions like: A 15-year mortgage typically requires higher monthly payments than a 30-year mortgage but the total interest over the life of the loan will be less. True or False? Go ahead...
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20 of the Best Quotes on ETFs
Source: ETF.com Low Cost “There shall be an ETF for every asset class, and it shall be virtually free to own.” - Matt Hougan & Dave Nadig via ETF.com “One of the most attractive elements of ETFs is their cost structure. Because ETFs are based on indexes, there’s no...
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