Vanguard

Advisor Upside

Behind the Vanguard, Blackstone, Wellington Plan to Launch Private Investments

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The announcement follows the introduction of a public and private ETF from State Street and Apollo last month.

2 min read

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ETF Upside

ETF Closures Could Tick Up in Volatile Markets

ETF behemoths like Vanguard’s VOO or State Street’s SPY ain’t going anywhere, but newer products are more likely under threat of closure.

2 min read
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OP-ED | Advisor Upside

Bonds Get a Bad Wrap. But They Thrived During Their ‘Great Depression’ of 2022.

Previous bond declines mean clients can now earn an expected return above inflation.

4 min read
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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

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 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
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Advisor Upside

Why Investors May Get ‘Hot-Blooded’ for Foreign Investments

It doesn’t pay to be “Cold as Ice” toward international stocks and bonds, according to advisors.

4 min read
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Advisor Upside

The Most ‘Wealth-Destroying’ Funds Are ETFs: Morningstar

Among the 15 worst-performing funds in new research, a baker’s dozen turned out to be exchange-traded funds.

2 min read

Advisor Upside

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

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

2 min read

Advisor Upside

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

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

2 min read

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