In this week's fund news, Vanguard is bringing private equity to individual investors, an ETF based on Barney Frank's LGBTQ Index goes to market, and Wells Fargo is to become the latest to allow wealthy clients to access cryptos.

Vanguard’s chairman emeritus weighs in on the market, retirement planning and the long-term impact of the pandemic.

Altruist founder and CEO Jason Wenk, vowing to take on the incumbent custodians, landed an eye-popping $50 million in a Series B round of funding and added Vanguard as an investor. But the sales pitch has shifted, observers say.

One legal expert says mutual fund sponsors are afraid they’ll lose assets in an ETF conversion. But the secret to an alternative may lie in a Vanguard patent that expires in 2022.   

The Dallas-Fort Worth outpost will accommodate financial advisers and tech-support staff.

A panel of market observers from Informa Financial Intelligence see strong headwinds hitting an overly exuberant market.

U.S. sector and industry ETFs gained in popularity in 2021 as investors sought targeted exposure to the Energy, Financials, and Materials.

Small-tilted ETFs produced the best risk-adjusted returns.

Expert panelists including Joel Greenblatt, Liz Ann Sonders, Jeffrey Sherman and Jan Van Eck weigh in on the market exuberance at Informa Connect’s Inside Wealth virtual event.

A quirk in the way many environmental, social and governance indexes are built means several ESG funds hold stakes in big oil producers such as Exxon Mobil Corp. and Chevron Corp.