MFS Investment Management conference room ETFs mutual funds
A Hundred Years On, Firm Behind First Mutual Fund Plans ETFs
Apr 16, 2024
MFS Investment Management has applied to create five actively managed exchange-traded funds spanning stocks and bonds, according to SEC filings.
KKR
Nine Investment Must Reads This Week
Apr 16, 2024
KKR logged $3 billion in sales in products aimed for the private wealth channel—up from $400 million in sales per quarter in 2022. Morningstar published an explainer on the growing world of interval funds. These are among the investment must reads...
money destroyed
The Top 15 Wealth-Destroying Stocks of the Last Decade
Apr 16, 2024
Advisors may want to reconsider any allocation to these 15 companies, as they’ve been shown to wipe out investors’ wealth—even over the long term.
Adjusted for Risk Zephyr podcast
Adjusted for Risk: Following Data Driven Trends and The Role of Managed Futures in an Investment Portfolio
Apr 16, 2024
AlphaSimplex's Katy Kaminski describes how the firm uses data to measure where the markets are moving.
money printing press
A Roundup of March's ETF Launches: Part 2
Apr 16, 2024
Around four dozen new ETFs launched in March. The majority are equities-based with a handful based off bonds or other asset types.
fidelity
RIAs Likely to Shrug Off Fidelity’s New ETF Fees
Apr 15, 2024
Most ETF issuers have agreed to pay a new maintenance fee to Fidelity, leaving only a handful that investors will have to pay $100 service fees to purchase.
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