Michelle Lodge

Features and News

Seniors and ETFs: It’s About Taxes

Exchange-traded funds may help when planning required minimum distributions.

Features and News

Advisors Need to Talk More About Passive Investing, Survey Finds

New research from FTSE Russell shows most investors were happy with their index funds and advisors in 2022.

Features and News

Direct Indexing Seeks to Level Playing Field for Investors

Once available to only the mega-wealthy, custom portfolios reach less affluent investors.

Features and News

Portfolio Management Gets an F in Diversity, Author Says

While solid portfolios are built on diversity, managers are overwhelmingly men.

Features and News

Financial Advisors Kick the Tires on AI

Firms buy client-facing tech products, hold off on AI, survey says.

ETF.com Analysis

Wealth Management: What Female Clients Say They Need to Know

When male advisors fail to tailor their approach to female clients, everyone loses.

Features and News

ETFs May Present a ‘Compelling Solution’ for Female Investors

Exchange-traded funds can offer appealing advantages.

Features and News

BlackRock’s FutureAdvisor Sale May Boost ETFs

Purchase of roboadvisor by Ritholtz seen helping industry that’s reliant on low costs.

Features and News

Nvidia's Jump Boosts AI, Semiconductor ETFs

Maker of gaming chips, held by 361 funds, boosts BOTZ, USD and others.