Elaine Misonzhnik

2 weeks ago | wealthmanagement.com | Elaine Misonzhnik

The Vanguard Group’s application to add ETF shares to its actively managed mutual funds will likely significantly ramp up competition in the space if/once the SEC approves such hybrid structures, industry analysts say. The asset manager is known for offering lower management fees than other providers and for being a pioneer in using dual shares for its passively managed mutual funds since the early 2000s. Vanguard filed an application with the SEC for regulatory approval of dual shares on June 11.

2 weeks ago | wealthmanagement.com | Elaine Misonzhnik

A new survey from Natixis Investment Management shows that concerns ranging from stubborn inflation to potentially higher taxes are dampening investor confidence. Individual investors are feeling more uncertain about their finances than they have over the past several years and are relying on their financial advisors to help them make sound decisions, according to a new survey from Natixis Investment Management.

2 weeks ago | wealthmanagement.com | Elaine Misonzhnik

As private market assets become available to more investors, a growing number of asset managers are trying to launch indices to track their performance. In the latest example, global index provider FTSE Russell and alternative asset manager StepStone Group signed a proposed partnership agreement to develop private asset indices, data and analytics products. According to Financial News, the firms plan to launch their first daily indices later this year.

2 weeks ago | wealthmanagement.com | Elaine Misonzhnik

RIAs increasingly invested in ETFs focused on specialized strategies and risk management in the first quarter of 2025, according to a new report from AdvizorPro, an Atlanta-based RIA and financial advisor intelligence platform. For example, uncertainty about the direction of interest rates led to greater adoption of ETFs tracking ultrashort bonds and options trading.

3 weeks ago | wealthmanagement.com | Elaine Misonzhnik

Retail investors’ appetite for alternative assets and the availability of vehicles that make it possible for them to access private markets have grown even more rapidly than anticipated over the past few years, according to the fourth annual State Street Private Markets Study. Fifty-five percent of respondents to the investor manager’s 2025 survey believe that within one to two years’ time, half of the fundraising for private market assets will come from retail investors.