Global ETF Fee War Accelerates as New Ground Is Broken in the U.S.

Global ETF Fee War Accelerates as New Ground Is Broken in the U.S.

Assessment

Interactive Video

Business

University

Hard

Created by

Quizizz Content

FREE Resource

The video discusses the booming real estate sector, driven by the Fed pause and tax changes, leading to significant inflows into REITs. It highlights the impact of fee wars in the ETF market, where some funds now pay investors to hold them. The discussion also covers the disruption in the advisory business due to these fee wars and potential conflicts of interest, as firms like JP Morgan and Vanguard navigate these changes.

Read more

7 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is one reason the real estate sector is performing well this year?

Increase in technology stocks

Fed pause leading to lower interest rates

Decrease in communication sector investments

Rise in global oil prices

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

How do changes in US Treasury yields affect ETF flows?

Yields only affect stock market investments

Higher yields lead to more ETF investments

Lower yields lead to more ETF investments

Yields have no impact on ETF flows

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What tax change in 2017 made REITs more attractive to retail investors?

Increase in capital gains tax

Reduction in corporate tax rates

20% of REIT income became tax-free

Introduction of a new property tax

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is a recent trend in the ETF market regarding fees?

Standardization of fees across all ETFs

Introduction of negative fees

Elimination of all fees

Increase in management fees

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Why are some financial advisors concerned about their 1% fee?

Increase in regulatory requirements

Competition from cheaper advisory services

Clients are demanding higher fees

Lack of investment options

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What potential conflict of interest is discussed regarding JP Morgan?

Investing in foreign markets

Using in-house funds for clients

Charging high transaction fees

Avoiding technology stocks

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

How have robo-advisors like Betterment impacted the advisory industry?

Increased reliance on human advisors

Limited investment options

Reduced cost of portfolio management

Increased advisory fees