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

RIAs Warm Up to ETFs Not Labeled Vanguard, BlackRock or State Street

New issuers are gaining market share among RIAs, who are looking for niche funds to diversify their holdings.

2 min read
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Advisor Upside

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

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

2 min read
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Advisor Upside

The SEC’s Bizarre Letter to State Street About PRIV

The agency asked pointed questions about the new exchange-traded fund just hours after its launch last week.

2 min read

Advisor Upside

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

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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

Advisor Upside

Vanguard Pushes Ahead with Another Active ETF

Photo via Connor Lin / The Daily Upside

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

2 min read

Advisor Upside

Westwood ETF Says it Pays to Be Democratic

Photo via Connor Lin / The Daily Upside

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

2 min read

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