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December saw publication of Cerulli Associates’ report on the rise of direct indexing. The firm explains that, in the context of the US, leading direct indexing solutions are customised separately...

All of us at ETF Express take great pleasure in wishing our readers and all our supporters happy holidays and a prosperous New Year. ...

Thomas Cole, CEO of Distillate Capital, explains that the firm launched its first product in 2018, the Distillate US Fundamental Stability & Value ETF (DSTL), a value-based product that at...

Sylvia Jablonski is CEO and CIO of Defiance ETFs, a thematic issuer of ETFs with USD1 billion in assets. September saw the firm launch IBIT, based on short positions on...

Kevin Simpson is CIO of Capital Wealth Planning and portfolio manager for the Amplify CWP Enhanced Dividend Income ETF (DIVO), a high dividend ETF which has performed extremely well relative...

The end of November saw Invesco updating its investment policies and making index methodology changes to upgrade its ESG approach across a number of corporate bond and emerging markets ETFs....

Dave Nadig, Financial Futurist at VettaFi (yes, he does question that himself in his signature box) is very excited about the new programme for the VettaFi Exchange conference from 5th...

It’s a double whammy year for US investors who are approaching their tax year end, facing portfolio falls and potential tax bills on their mutual fund portfolios, says Derek Hernquist,...

A recent event has seen senior leaders at BlackRock, and selected clients specialising in online investment platforms, discuss the evolution of digital distribution models through ETF savings plans, how commission...