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Bringing you news, views and analysis since 2006
Incorporating Wealth Adviser from 2023
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
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),
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,
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
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
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
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
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
Gill Wadsworth writes that plummeting share prices from the US’s biggest companies is leading investors to ditch cap-weighted indexes ETF in favour of their balanced
