| Date | Title | Description |
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| Oct 27, 2026 | SpaceX, Tesla and Anthropic may reshape the S&P 500—but not right away | Financial experts from Warren Buffett on down often urge retail investors to own a portfolio spread across the broad U.S. stock market. And if you own a fund that tracks the S&P 500, you more or less have just that — a who’s who of the ... |
| Oct 15, 2026 | A lot changed in stock market in just a few months. The single biggest risk did not | For most investors, the best advice is to do nothing when it comes to a core investment like the S&P 500 Index and any money being invested for long-term financial planning like retirement: Set it and forget it, as the saying goes.
But ... |
| Oct 6, 2026 | Boomers’ dividend stocks take beating as bond yields rise, with retirement income on the line | The rapid rise in bond yields led by the 10-Year U.S. Treasury has made dividend stocks less attractive as income investments.
This market dynamic has hit stock prices hard in sectors that income-seeking investors such as seniors rely on, f... |
| Aug 23, 2026 | Equal-weight S&P 500 is leading the 2026 market and its flagship trade just hit $100 billion | The Invesco S&P 500 Equal Weight ETF (RSP), the oldest, largest, and most popular ETF using this approach surpassed $100 billion in assets for the first time this month.
In 2026, the equal-weight approach to the U.S. large-cap stock mar... |
| Aug 22, 2026 | The biggest U.S. stocks have done great for you. Don’t be greedy in this market | Low-cost S&P 500 index funds are the foundation of many portfolios and have been a great long-term investment – more than quadrupling in value over the last decade.
But investing experts say a lack of exposure to small-cap and internati... |
| Aug 8, 2026 | ETF Edge
Next big push in ETF industry? Why these risk assets are gaining traction as interest rate uncertainty persists | Collateralized loan obligations may become the next big push in the exchange-traded fund industry.
VettaFi’s Todd Rosenbluth suggests there’s investor demand for the alternative assets due to ongoing interest rate uncertainty.
″[CLOs have] ... |
| Aug 5, 2026 | The next AI boom in stock market after memory chip trade may be photonics | Roundhill Investments’ DRAM ETF targeting the memory trade has been a breakout hit in 2026 amassing close to $25 billion since April, and it is now betting that the photonics boom due to AI data center optical networking innovation will be ... |
| Jul 27, 2026 | AI, drones and data: Defence giants splash record $4.1bn on tech start-ups | Investment in defence tech start-ups has reached a record high this year as the world’s biggest arms companies step up spending on new military technology.
New figures from Dealroom show defence contractors including BAE Systems, Lockheed M... |
| Jun 20, 2026 | ETF Edge
Bitcoin’s future as revolutionary as the smartphone, according to CoinDesk | CoinDesk’s president of indices and data has a message for investors: Don’t count out bitcoin.
“When I got my first smartphone, which is a great example of a disruptive technology that has been incorporated into my life, I didn’t get the sm... |
| May 14, 2026 | The Dow hit 50,000 again—but it’s not the best index to measure your portfolio against, investment experts say | The Dow Jones Industrial Average, considered one of the major barometers of U.S. stock market performance, rose above 50,000 points on Thursday. The index rose by 0.6% in early trading following positive earnings results from index constitu... |
| Apr 11, 2026 | ETF Edge
How bond market’s private credit crisis fears are playing out in fixed-income ETFs | Fears of stress in private credit markets are rising as investors watch how liquidity risk is managed across funds as investors seek redemptions.
The private credit crisis concerns come at a time when the less-liquid, non-transparent bond m... |
| Mar 21, 2026 | ETF Edge
SEC Commissioner Hester Peirce on ETFs: ‘We want to work with people on new products’ | SEC Commissioner Hester Peirce is indicating an openness to work with Wall Street on emerging exchange-traded fund products tied to cryptocurrencies and tokenization.
“We want to work with people on new products,” Peirce said during an excl... |
| Mar 5, 2026 | ETF Edge
Iran war and stocks: Why Global X says ‘it might be time to double down’ on emerging markets | It may be time to dive deeper into the emerging markets trade.
Despite risks tied to the war with Iran, Global X ETFs’ Malcolm Dorson points to weaker dollar trends and uncertainty at home as a tailwind for the group.
“It might be time to d... |
| Feb 7, 2026 | ETF Edge
As ‘Sell America’ trade volatility rages on, some of the biggest changes may be in your bonds | U.S. investors aren’t abandoning U.S assets, but more money has been flowing to international markets, and not just stocks but emerging markets credit, among other fixed-income strategies.
Concentration in U.S. equities, rising volatility, ... |
| Jan 9, 2026 | ETF Edge
BlackRock predicts major shift in retail investors’ access to cryptocurrencies | It could be the year Main Street’s appetite for cryptocurrency exposure meaningfully grows.
Although it’s been two years since the first spot bitcoin ETFs began trading on U.S. exchanges, BlackRock’s Jay Jacobs thinks they’re a fairly new c... |
| Nov 7, 2025 | ETF Edge
$1.7 trillion-dollar ETF giant State Street says 401(k) market about to face new low-cost challenger | State Street, which manages roughly $1.7 trillion in ETFs, is planning to offer traditional mutual fund versions of its exchange-traded funds in the retirement plan market, including 401(k) and 403(b) plans.
Its ETFs include the oldest and ... |
| Oct 23, 2025 | ETF Edge
With stock market concentration risk at peak, 'it's cash, precious metals, and then crypto' as new normal | Concentration in mega-cap tech stocks is pushing more investors to diversify with non-equity hedges, from classic cash and gold holdings to cryptocurrency.
Institutional adoption and ETFs are making gold and crypto mainstream portfolio tool... |
| Oct 17, 2025 | ETF Edge
Gold’s record run could usher in biggest change ever to market’s classic 60/40 stock bond investing portfolio | The classic 60/40 stock and bond portfolio has faced greater scrutiny in recent years with a breakdown in the way fixed-income performed historically as a stock market hedge for investors.
Inflation and government debt concerns are among re... |
| Oct 4, 2025 | TMX Group Acquires Verity | TMX Group, a Toronto, Canada-based company that builds digital communities and analytic solutions, acquired Verity, a NYC-based buy-side investment research management system, data, and analytics provider.
The amount of the deal was not dis... |
| Sep 27, 2025 | ETF Edge
Not just for the ultra-wealthy: Two firms team up to create more access to private credit boom | It’s a partnership designed to give retail investors more access to a rapidly expanding asset class: Private credit.
Simplify Asset Management and VettaFi launched the actively managed Simplify VettaFi Private Credit Strategy ETF (PCR) on W... |
| Sep 23, 2025 | Young adults embrace ‘financial nihilism’ with risky crypto, stock bets as American dream feels unattainable | Young people are pushing typical investing strategies to the side, instead favoring higher-risk alternatives like crypto and meme stocks.
It’s a trend some have dubbed “financial nihilism” and underscores this cohort’s gloomy economic outlo... |
| Sep 19, 2025 | ETF Edge
Wall Street bets on chip boom are getting more concentrated, and it could be good thing for investors | Exchange-traded funds focused on semiconductor stocks have grown in both assets and performance in recent years as the AI and chip boom dominate the latest bull market story.
Wall Street fund managers are packaging the new tech boom in a va... |
| Sep 9, 2025 | VistaShares launches ETF tracking stock bets of hedge fund activist Bill Ackman | VistaShares launches ETF tracking stock bets of hedge fund activist Bill Ackman
By Suzanne McGee and Svea Herbst-BaylissSeptember 9, 202512:04 PM UTCUpdated ago
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| Aug 8, 2025 | ETF Edge
Record-setting market: Using ETFs to help avoid hefty tax bills | A major exchange-traded fund provider is getting ready to launch a fund designed to ease investors’ tax burdens from a record-setting stock market.
Even though ETFs are considered more tax efficient than mutual funds, Astoria Portfolio Advi... |
| May 16, 2025 | ETF Edge
How to trade gold and bitcoin after the big stock market rebound | Gold has cooled after a big run as the stock market rebounded, but it could reach as high as the $5,000 level, according to Van Eck’s David Schassler.
Hedge fund icon David Einhorn said this week he is bullish on gold.
Bitcoin has remained ... |
| Apr 6, 2025 | The Hidden Game: Why Most Sports Teams Stay Private | In the world of sports, teams are more than just collections of players. They are empires, cultural icons, and symbols of pride. As valuations soar, the question arises: why do most sports teams remain privately owned? The answer is a compl... |
| Apr 4, 2025 | Actively managed ETFs hit $1 trillion milestone: Why tariff uncertainty may spark more growth | It’s milestone month for the exchange-traded fund industry.
Actively managed ETFs now have more than $1 trillion in assets under management, according to independent research firm ETFGI.
That’s roughly the market cap of Berkshire Hathaway, ... |
| Feb 22, 2025 | This ETF provider thinks it’s time to rethink investing in China | Investors may want to reduce their exposure to the world’s largest emerging market.
Perth Tolle, who’s the founder of Life + Liberty Indexes, warns China’s capitalism model is unsustainable.
“I think the thinking used to be that their capit... |
| Aug 6, 2024 | EVO Wealth Consulting Launches Wealth Technology Solution Guide with 22 Industry Leaders | EVO Has Partnered with 22 Leading Wealth Technology Solutions Across the Technology Stack
Technology Enhanced Infrastructure and Client Experience
EVO Wealth Consulting helps growth-focused wealth managers navigate the expanding landscape o... |
| Apr 10, 2023 | VettaFi Acquires the ROBO Global Index Suite | ROBO Global is a leading provider of research-driven disruptive technology portfolios; acquisition boosts total assets tracking VettaFi indexes to more than $17 billion
VettaFi, a data, analytics, digital distribution, and thought leadershi... |
| Mar 3, 2023 | VettaFi Announces Further Enhancements to Its Investor Behavioral Intelligence Offering | VettaFi, the data and analytics company, announces new enhancements to its highly innovative Investor Intelligence platform, a data & analytics offering designed to help asset managers better understand the digital buying behaviors of t... |
| VettaFi | “VettaFi” |
