ETFs

Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

Photo illustration by Connor Lin / The Daily Upside, Photos by Happyphoton, Wavebreakmedia, and Olegback via iStock

More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read

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Advisor Upside

Fidelity Wins First SEC Approval to Expand Semi-transparent ETF Holdings

Fidelity can include securities beyond US stocks in semi-transparent ETFs, per an SEC order, though it must disclose the added holdings daily.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Vanguard Pushes Ahead with Another Active ETF

The firm is nearing a dozen actively managed exchange-traded funds in its lineup.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Westwood ETF Says it Pays to Be Democratic

A new fund from Westwood and TOBAM aims to limit exposure to authoritarian states including China, Russia, and Turkey.

2 min read

Advisor Upside

Are Investors Buying Tesla’s Nosedive?

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ETFs shorting Tesla have recently outperformed, while those doubling down on the company have not. The long-term numbers are another story.

2 min read

Advisor Upside

Asset Managers Battle to Find ‘America’s Next Top Model’

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Advisors are increasingly using model portfolios to outsource asset allocations and spend more time on financial planning.

2 min read

Advisor Upside

Vanguard Took the ETF Asset Crown. Here’s Why It Matters

Photo via Connor Lin / The Daily Upside

The changing of the guard is proof that retail and advised clients, with much longer time horizons, are prioritizing low-cost passive funds.

2 min read

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