Emily Graffeo

5 days ago | fa-mag.com | Emily Graffeo

A potential regulatory shift in favor of the ETF industry is expected to shake up the business models of Wall Street brokers, with billions of dollars in revenue at stake. Wirehouses and broker-dealers risk losing between $15 billion and $30 billion a year in fees that they currently collect from the mutual funds they offer to customers, according to a report released by Cerulli Associates.

1 week ago | arkansasonline.com | Emily Graffeo

Let us read it for you. Listen now. Your browser does not support the audio element. Exchange-traded funds have amassed trillions of dollars by offering investors greater tax efficiency, liquidity and lower costs than mutual funds. Now, a looming regulatory shift is poised to bring the two vehicles closer together -- and threatens to complicate the very features that fueled the ETF boom.

1 week ago | financialpost.com | Emily Graffeo |Vildana Hajric

Advertisement 1SEC is poised to bring mutual and exchange-traded funds closer together and threatens to complicate things for investorsArticle contentExchange-traded funds have amassed trillions of dollars by offering investors greater tax efficiency, liquidity and lower costs than mutual funds. Now, a looming regulatory shift is poised to bring the two vehicles closer together — and threatens to complicate the very features that fuelled the ETF boom.

1 week ago | financial-planning.com | Emily Graffeo |Vildana Hajric

Exchange-traded funds have amassed trillions of dollars by offering investors greater tax efficiency, liquidity and lower costs than mutual funds. Now, a looming is poised to bring the two vehicles closer together — and threatens to complicate the very features that fueled the ETF boom. The Securities and Exchange Commission is expected to approve for dual-share-class structures, perhaps as soon as this summer, allowing managers to add an ETF sleeve to an existing mutual fund.

1 week ago | thinkadvisor.com | Emily Graffeo |Vildana Hajric

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