mutual funds

OP-ED | Advisor Upside

7 Deadly Investing Sins Clients Make

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

Never underestimate the all-too-human instinct to believe anything we want.

5 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
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Advisor Upside

ETFs Have Dominated for Decades. What’s Next?

ETFs have steadily chipped away at market share of the almighty mutual fund, but the wrapper still has room to grow.

2 min read
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Advisor Upside

JPMorgan Wants In on the Great White North

The bank’s asset management arm has made two ETFs available on the Toronto Stock Exchange, and plans to grow staff in Canada.

1 min read

Advisor Upside

Active ETFs Surge Among Advisors

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Roughly 30% of portfolios had exposure to active ETFs in the second quarter, up from just 13% in 2022, Fidelity reported.

1 min read

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Advisor Upside

Sinking Fees Are Creating ‘Leaky Boats’ for Asset Managers

Roughly $180 billion in assets flowed out of more expensive equity funds in the first half of the year.

1 min read

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