Fidelity

ETF Upside

Altcoin ETFs Test Demand for Anything Other Than Bitcoin

Photo by Dennis Diatel Photography via iStock

Bitcoin has been big business in the ETF market. Ether less so. What does that mean for Other Crypto Assets?

2 min read

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

Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

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 by Hapabapa via iStock

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 illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Finance

Fund Shops Are Pouncing on Vanguard’s ETF-Mutual Fund Structure

There are 53 fund shops asking permission from the SEC to tack on classes of mutual fund or ETF shares using a multi-share class structure.

5 min read

Blockchain

Fidelity (and So Many Others) Test Stablecoin Waters

Photo by Sundry Photography via iStock

Stablecoins are the Girl Scout cookies of the financial world, and everyone’s splurging for their own this spring.

2 min read

Advisor Upside

Canada vs. US. Not Tariffs, We’re Talking ETFs

Photo by Jason Hafso via Unsplash

Investors are wondering if the current geopolitical landscape may open up new opportunities north of the border.

2 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

How Low Can You Go? Vanguard Slashes Fees on 87 Funds

The asset manager said the largest price reduction in its history could save investors more than $350 million this year alone.

1 min read
Photo by Hapabapa via iStock

Advisor Upside

Fidelity Hires New Head of 1,700-member Family Office Network

Fidelity has hired an industry veteran to lead one of the world’s largest professional networks of family offices.

1 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Inside Vanguard’s Latest Push Into Financial Advice

The $10 trillion asset manager is restructuring itself with an eye towards its wealth management business.

2 min read

Advisor Upside

TradePMR’s Robb Baldwin on Robinhood and the American Financial System

Photo via TradePMR

The future of American financial technology is being able to do transactions, trades, and payments in one spot, Baldwin said.

2 min read

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