In the Margins
According to an annual study by Charles Schwab, more than half of millennial investors say exchange-traded funds are their investment of choice. Comparatively, 42% of all investors said ETFs were their instrument of choice, while 44% of Generation X investors did and 30% of boomer investors did. Only 23% of seniors favored ETFs over other alternatives like mutual funds and individual securities. Read the original story from MarketWatch.
Most Read
Fund industry litigators and others are watching an expansive class-action lawsuit filed recently against an interval fund that has been scheduled for liquidation since mid-2023, certain ...
Dimensional Fund Advisors is preparing to launch exchange-traded fund share classes of a selection of its open-end mutual funds in the early part of 2026, and ...
The very first independent chair we profiled for FBV was Leigh Wilson at Victory Funds, for our A Seat at the Table section. Victory Capital Management had recently redefined itself ...
The Securities and Exchange Commission's move earlier this week to greenlight Dimensional Fund Advisors' plan to offer ETF share classes of its mutual funds is likely ...