The Motley Fool

SEPTEMBER 14, 2023

Well, it turns out that you can put together a perfectly good investment portfolio with those institutions simply by using exchange-traded funds and keeping your expenses to a minimum. What is legally called the fiduciary standard. Robert Brokamp: [laughs] I totally understand. William Bernstein: Exactly.

Investors 130

Investors Financing Finance Banks 130

Fortune Financial

JUNE 2, 2023

Unlocking the Power of Net Unrealized Appreciation (NUA) Many workers receive company stock as part of their compensation package or can take advantage of a company 401(k) plan, choosing from a menu of mutual funds, exchange-traded funds and company stock for their investments.

Taxes 52

Taxes Liabilities Consulting Consultants 52

The Big Picture

DECEMBER 6, 2022

I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

Mutual Funds 64

Mutual Funds Assets Funds Companies 64

The Big Picture

DECEMBER 14, 2023

At the Money: Mutual Funds vs. ETFs with Dave Nadig, Financial Futurist for Vetta Fi (December 13, 2023) What’s the best instrument for your investments? Mutual funds or ETFs? But over the past few decades the mutual fund has been losing the battle for investors attention. Dave Nadig : Absolutely not!

Mutual Funds 72

Mutual Funds Funds Exchange-Traded Funds Taxes 72

Fortune Financial

FEBRUARY 28, 2023

Most HSA plans now offer a wide range of investment options Some plans allow you to invest your HSA money into stocks, bonds, mutual funds, exchange-traded funds (EFTs) and fractional shares. By investing a portion, you can potentially grow your funds tax-free.

Taxes 52

Taxes Accounting Mutual Funds Exchange-Traded Funds 52

Sara Grillo

FEBRUARY 13, 2023

Exchange traded funds that explicitly focus on socially responsible investments have, according to one study, 43% higher fees than widely popular standard ETFs. Nothing within this content constitutes legal investment or compliance advice. For such advice, contact a legal compliance or investment advisor.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Motley Fool

MARCH 17, 2025

Institutional investors such as mutual funds, pension funds, and even insurance companies could be the key to sustainable growth. That said, over the next three years, XRP looks capable of outperforming its peers because of its potential for real-world utility and institutional adoption once legal uncertainties clear up.

Securities and Exchange Commission (SEC) 311

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 311

The Motley Fool

FEBRUARY 20, 2025

Large financial institutions, such as mutual funds, pension funds, and even insurance companies, have begun investing in blue chip cryptos. While XRP is far behind Bitcoin, its institutional ownership could surge with regulatory wins and a potential exchange-traded fund (ETF).

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 246

The Motley Fool

FEBRUARY 26, 2025

If mutual funds , pension funds, and even insurance companies become more comfortable holding digital assets, this will boost demand and increase price stability. Legal uncertainty might be the most significant barrier to XRP's institutional acceptance (and real-world partnerships). Image source: Getty Images.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Legal 130

The Motley Fool

FEBRUARY 22, 2025

Potential catalysts ahead Mutual funds come with disclaimers that say something along the lines of "past performance is not indicative of future results." One we're seeing materialize already is the creation of exchange-traded funds (ETFs) that own XRP. 20, 2015, would have been worth nearly $414,000 by late 2017.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Legal 246

The Motley Fool

FEBRUARY 11, 2025

The largest investment management firm in the world lowered the expense ratio on 168 of its mutual funds and exchange-traded funds (ETFs).

Mergers and Acquisitions 147

Mergers and Acquisitions Mutual Funds Exchange-Traded Funds Banks 147