Browsing Tag
Exchange Traded Funds (ETF)
55 posts
Self-Directed 401k Balances Jump in Q2 2020
A 3.3% year-over-year increase and a 13% increase from the end of the first quarter of 2020? Not…
Self-Directed 401k Balances Drop 14% in Q1 2020
The average self-directed brokerage account balance finished Q1 2020 at $252,675, down 6% year-over-year and down 14% from…
Strong finish to 2019 for Self-Directed 401k Investors
According to Charles Schwab’s SDBA Indicators Report, an industry-leading benchmark on retirement plan participant investment activity within self-directed…
ESG Investing Momentum Building, Even If Formal Commitment Lags
The latest example of building momentum for greater investing in companies with strong environmental, social and governance (ESG)…
Young 401(k) Investors Jumping On ETF Bandwagon
Apparently GTL, OMG and LOL are out. A new (and far more valuable) acronym has surfaced on Millennials’…
Fi360’s Top Quartile Fiduciary Scores
This quarter, 29,094 mutual fund (MF), exchange-traded fund (ETF) and collective investment trust fund (CIT) investments received an…
Passive Fund Products Double Their In-flow Amount
The flow has become a deluge, as investors put $27.6 billion into equity passive funds in October, more than doubling…
Fund Products Flourish One Year After Presidential Election
However one feels about the era of President Trump, the year since his election has been very good…
Record U.S. ETF Assets Spotlight Low Retirement Plan Adoption
The low-fee fund movement is unquestionably driving exchange-traded fund adoption, but when (if ever) will it hit 401ks?…
Major ‘Misalignment’ Found in Use of Strategic Beta
Major misalignments exist in the use of strategic, or smart, beta. Providers are positioning it as an alternative…