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

Will Advisors Embrace ‘Breakthrough’ Private ETF From State Street, Apollo?

Many advisors say they’re not ready to trade in tried-and-true index funds for private credit funds.

2 min read
Photo by Gage Skidmore via CC BY-SA 2.0

Advisor Upside

New ‘MAGA 7’ ETF Looks to Tap Conservative Policies

Defiance ETFs filed for an active fund that will track stocks expected to benefit from President Donald Trump’s administration.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

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

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

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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