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

Photo illustration by Connor Lin / The Daily Upside, Photo by Layerace via Freepik

Advisor Upside

Financial Advisors Are On the Fence About Bitcoin ETFs

As cryptocurrency flirts with record highs, the new ETF products may help advisors gain exposure to a highly volatile asset class.

3 min read
Photo by CoinDesk via CC BY 2.0

Blockchain

Grayscale’s CEO Steps Down as Investors Bail on Bitcoin Fund

Grayscale’s ETF charges a fee of 1.5%, while many of its rivals have continuously slashed fees down to almost nothing.

1 min read
Photo via Connor Lin / The Daily Upside

Blockchain

Robinhood’s Crypto Unit Receives SEC Wells Notice

The move follows the SEC’s suit against crypto exchange Coinbase for allegedly operating an unregistered securities exchange.

2 min read

Advisor Upside

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

Photo by Hapabapa via iStock

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

Photo credit: Supercarwaar/Wikimedia Commons

Technology

Nobody Wants to Invest in Small Tech

2 min read
Photo credit: QuoteInspector.com/Flickr

Blockchain

BlackRock’s Bid for Bitcoin ETF is Giving Crypto a Boost

2 min read
Photo credit: Nicholas Cappello/Unsplash

Finance

DWS Xtrackers Launches Largest ETF of All Time

1 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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