It’s Moving Day for cryptocurrency ETFs. ProShares has launched three crypto ETFs, including the first fund correlated to the performance of the ether.

Higher interest rates aren’t just a thorn in the side of prospective residential real estate buyers and owners. Additionally, commercial real estate is feeling the pangs of a high-rate environment. That could bring out more bears in the sector.

Following last year’s calamity in the bond market, it’s not surprising that advisors and investors are looking for new avenues through which to source income. That search is leading many market participants to options-based exchange traded funds, including covered call ETFs.

A familiar situation to many advisors: You’ve just attended a big conference, such as Future Proof or Exchange. You have a stack of new contacts, partnership opportunities, and friendly faces.

This article will demystify what a 401(k) rollover truly entails, why it’s an option to consider, and how it could play a role in shaping the landscape of your financial future.

Though time will continue to reveal its staying power, environmental, social, and governance (ESG) thus far has proven that it has its place in the investment community.

Ether is the cryptocurrency of the Ethereum platform. Bitwise, ProShares, and Van Eck collectively rolled out a total of six funds that hold such futures. Additional similar funds from other issuers are in the works.

Undoubtedly, artificial intelligence (AI) is a disruptive technology. That implies some sectors and industries will be purveyors of disruption, while others could be adversely affected by it.

Emerging markets (EM) bulls may have to continue playing the waiting game after a rough end to the third quarter. Thankfully, leveraged exchange traded funds (ETFs) can keep traders in the game.

Plenty of ink has been spilled about how much money has gone into active ETFs in 2023, and from a pure top-line flows perspective, it’s true.

Last year, Exchange solidified itself as the most valuable advisor-centric event in the country, uniting advisors with thought leaders and experts in financial services, fintech, and economics. Exchange 2024 looks to be the boldest yet.

Last week in the State Street Global Advisors’ Gold ETF Impact Study, the firm reported that “Among approximately 1,000 investors surveyed, Millennials have the biggest allocation to gold at 17%, with Baby Boomers and Gen X investors lagging behind at just 10%.”

Energy and information technology are the two sectors most top of mind for investors, according to polling at VettaFi’s recent Equity Symposium.

Prices of bitcoin and ethereum haven’t done much to spark enthusiasm in recent weeks. That lethargy could be belying significant appreciation potential.

The S&P 500 has fallen almost 3% within the past month, highlighting the volatility that typically hits at the end of the summer. For volatility through the end of 2023, investors may want to consider two active ETFs from American Century.

Preferred stocks are what’s known as hybrid securities, meaning the asset class displays both equity and fixed income characteristics.

Big tech is often cited as the primary catalyst in 2023’s stock market rally. Yet at some point, the laws of market gravity will set in, and what comes up must eventually come down. As 2023 winds down, some market experts foresee pressure ahead for big tech.

Active management in ETFs are gaining market share in 2023, as leading managers bring their best ideas into the ETF industry.

Despite the Fed’s aggressive monetary tightening and the regional banking crisis earlier this year, the U.S. economy has been surprisingly resilient. Bond yields continue to rise, with long-term Treasuries at their highest level since October 2007.

2023’s market rally continues to center itself on the big tech comeback with certain themes exhibiting strength like artificial intelligence (AI) and cloud computing. While these themes can offer traders short-term opportunities, they can also persist in the long term as growth plays.

Like any recovering reporter, I like to keep tabs on my old beats, and the marijuana ETF space never disappoints. Or, perhaps more accurately, it never stops disappointing.

Artificial intelligence (AI) has been at the forefront of the 2023 market rally, offering investors long-term growth opportunity as well as short-term trading opportunities. For the latter, consider a pair of leveraged exchange traded funds (ETFs) from Direxion Investments.

Small-cap stocks and related exchange traded funds are taking a back seat to large-cap counterparts this year. The Russell 2000 Index has shed almost 5% over the past month. However, some market observers remain constructive on smaller stocks.

However, the regulators made asset management news with their focus on “truth in advertising.” Despite their well-intentioned efforts, it will remain paramount for investors to do their homework and look inside the portfolio.

With the Fed pausing rate hikes this month as announced this week, investors now look nervously toward October. While earlier this year markets were even considering the possibility of rate “cuts” this year, now further hikes may be in the cards.

China’s goal of self-reliance will certainly rely on innovation. Right now, the second-largest economy sits firmly atop the list of the World Intellectual Property Organization (WIPO) when it comes to innovation on a global scale.

Generative artificial intelligence (AI) is the form of artificial intelligence that’s generating the most buzz this year. Its applications in media/content generation and video, among other related uses, is making life easier and more efficient for scores of freelancers and gig workers.

It might be hard to believe after the crypto winter of 2022, but monetary tightening by global central banks could be supportive of Bitcoin upside.

Ultra high net worth investors have been using direct indexing to reduce their annual tax bill for years. But thanks to breakthroughs in technology and the ability to buy fractional shares, direct indexing has become more accessible.

Environmental, social, and governance policies and investing have become targets of political derision. That doesn’t dampen the need for corporations and governments to pursue agendas tied to climate change and diversity, equity, and inclusion.

When it comes to sheer equities performance over the last 30 years, there’s no denying the United States compared to the rest of the world. However, that could be changing according to one hedge fund manager.

Artificial intelligence (AI) is widely viewed as the fuel for the rocket known as growth and technology stocks in 2023. While there is truth to that notion, there’s more to the story. Including the “magnificent seven” cadre of mega-cap growth names that are powering the market higher this year.

Fund managers have been avoiding emerging markets (EM), especially when it comes to China. However, that doesn’t mean there aren’t opportunities that exist.

To survive, businesses must grow. Growing your practice is important in all fields, but it is particularly critical for financial advisors. Without growth, advisors risk falling into a rut and becoming stuck. Here are four tips that can help you grow your practice.

Many view growth stocks, including tech stocks, as sensitive to rising interest rates. Last year confirmed this thesis. That script has been flipped for the better this year as technology ranks as one of the best-performing groups in the S&P 500 despite multiple rate hikes by the Federal Reserve.

Yesterday’s Equity Symposium brought together industry thought leaders. Attendees were treated to actionable information. Additionally, the panels presented cutting-edge thinking around equities.

Given concentration risk, understanding what a strategy and portfolio owns is more important than ever in current markets.

ETF Trends interviewed three sources about active ETFs, why financial advisors are opting for these investment solutions for clients, and how these factors have changed in recent years. Each source responded to the same questions in their respective interviews.

In State Street Global Advisors’ recent Gold ETF Impact Study, the firm reported that “36% of surveyed investors don’t invest in gold because they don’t know enough about the ways that they can invest in gold.”

The biggest growth companies continue to increase their concentration in major equity indexes this year. It’s not surprising that investors are starting to rethink their exposure to large-caps, given concentration risk and ongoing market uncertainty.

Thematic ETFs have come a long way since they made their full debut in the ETF ecosystem.

Just about 10 “mega-cap” firms have driven more than 80% of the S&P 500’s growth in 2023. For some, that’s proven to be a source of robust returns, but that statistic also means heightened concentration risk for everyone.

Broad-based dividend strategies haven’t performed very well in 2023. But panelists at VettaFi’s Equity Symposium argued that there is value in dividend ETFs — investors just need to know where to look.

Register today for this free Symposium to earn CE credits and learn how to take advantage of all that equities have to offer.

When Exchange first launched in 2022, it redefined what an advisor-focused conference could look like. Now, Exchange 2024 is just around the corner. The financial services industry prepares to unite at Miami Beach on February 11th-14th.

What’s inside an ETF really matters. This is an argument I’ve been making for more than a decade. However, with the growth of alternatively weighted index ETFs and actively managed products, this has become even more notable.

Industrial securities are unloved by financial advisors. However, it is the backbone of a relatively popular sector ETF and two relatively new thematic ETFs positioned to benefit from transformational changes. Perhaps they want to dive deeper into the fundamentals with us during the VettaFi Equity Symposium on September 21.

For new investors, the world of finance can appear daunting. But among the sea of investment options, Treasury bonds (often just called “Treasuries”) are a pillar of stability and reliability.

In arguably quiet fashion, active managers are performing admirably in 2023. An impressive percentage of active equity and fixed income funds beat their benchmarks in the first half of the year.

Now seems like a good time to talk about wrappers and which ones are best for different situations. How do you decide whether to use an ETF, a mutual fund, or something else?