Rachel Evans
Financial Planning
New York, NY, United States
Contact Rachel
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
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Past articles by Rachel:
Vanguard put gun stocks in a gun-free fund after index error
The glitch raises questions about the rapid growth of socially responsible investing and index strategies in particular. → Read More
Meet the 11 Ordinary Twenty-Somethings With $250 Billion Riding on Their Lives
The fate of the world’s largest exchange-traded fund rests on the health of a group of twenty-somethings. → Read More
Vanguard ETFs not among 2019's best-performers
Eight of the top 10 have less than $100 million in assets. → Read More
BlackRock is winning at making less from junk ETFs
One of its products added a record $368 million after the firm discreetly slashed its fee in March. → Read More
New pot ETF called 'YOLO' cuts the price to invest in cannabis
The fund aims to undercut its cheapest competitor by 1 basis point. → Read More
Non-transparent ETF poised for regulator approval
Fund companies could launch a new type of product that does not have to reveal its assets. → Read More
BlackRock fights secret fee war for junk-debt ETF assets
The firm unveiled a discount in a footnote on page 94 of a revised regulatory filing. → Read More
Quants rethink factor investing as demand ebbs
Issuers are creating multi-factor funds that offer exposure to several return-enhancing characteristics. → Read More
How bots are forging the next generation of funds
While a broad-market stock ETF generates fees of as little as 20 cents for every $1,000 invested, AI products range from $1.80 to $8. → Read More
New cash-back ETF signals trouble ahead for asset managers
After expanding into a $7 trillion industry, index funds are facing slower asset growth and declining fee revenue. → Read More
Free doesn't cut it? This ETF offers to pay investors
Salt Financial plans to spend as much as $50,000 to woo buyers into its new low-volatility stock fund. → Read More
JPMorgan introduces its cheapest-ever stock ETF
Although it undercuts 2,000 existing U.S. products, some analysts say the price isn’t low enough. → Read More
Goldman Sachs looks to reinvent tech ETFs as themed funds
“These products are really focusing on who’s driving advances in innovation,” the global head of its asset management arm says. → Read More
SoFi Plans to Launch the First No-Fee ETFs
The first free exchange-traded fund is on its way. → Read More
Quants Learn a Tough Lesson on Their Limits From Kraft Plunge
Kraft Heinz Co.’s precipitous plunge is making quants uncomfortable. → Read More
Schwab, Fidelity to expand commission-free ETF lineups
The dueling plans will almost double both firms’ platforms to nearly 1,000 combined products. → Read More
Schwab Sees ‘Gaps’ in Its Bond ETF Lineup That It Wants to Close
Watch the fixed-income space if you want to see a new exchange-traded fund from Charles Schwab Corp. → Read More
How Socially Responsible Investing Lost Its Soul
Whether it’s climate change or gender diversity, today’s activist age has spawned an array of funds designed to appeal to millennials with a cause. And everyone, from BlackRock Inc. to Goldman Sachs Group Inc. and hedge fund titan Paul Tudor Jones, is jumping on the bandwagon. Yet Wall Street’s embrace has come at a steep price. → Read More
Prospective weed ETF faces uphill battle amid slumping pot stocks
A bear market in marijuana isn’t the only challenge for new funds tracking the cannabis industry. → Read More
SEC official warns leveraged funds could scare away ETF investors
Clients who buy and hold the products in their retirement accounts may get a nasty surprise, said one of the SEC’s five commissioners. → Read More