Investing Strategies

Advisor Upside

Why Investor Returns Don’t Always Match Fund Performance

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2 min read

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Advisor Upside

Here’s How Advisors Are Navigating the Private Markets Boom

Advisor allocations to alternative investment products are expected to roughly double in the next five years to more than $4 trillion.

2 min read
Advisor Upside

Has Index Investing Gone Too Far?

Critics say markets become less efficient when too much money floods into indexed products, but that doesn’t tell the whole story.

4 min read
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Advisor Upside

Advisors Look for Opportunity in Private Credit as Redemptions Continue

Fewer advisors are considering adding more investments in private credit now than they were in 2024, per a recent survey.

2 min read

Advisor Upside

Wall Street Wants Alternatives in 401(k)s. Advisors Aren’t Convinced

4 min read

Advisor Upside

Vanguard, Envestnet Team Up to Curb Tax Risks on Model Portfolio Conversions

Photo via Rafael Henrique/ZUMA Press/Newscom

Many advisors have been reluctant to move legacy portfolios into standardized models because doing so risks significant capital gains taxes.

2 min read

Advisor Upside

10 Signs Your Client Is About to Make a Bad Investment

It’s not just the novices. Even sophisticated, accredited investors can fall prey to these traps.

4 min read
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Advisor Upside

Long-Short SMAs Aim to Keep the Tax Losses Flowing

It’s become harder for direct-indexing strategies to generate the tax losses that underpin much of SMAs’ appeal.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Shutter2U, Wavebreakmedia, and Feedough via iStock

Advisor Upside

Are Advisors Rethinking Index Investing?

Low-cost funds can come with tradeoffs when it means owning the losers right alongside the winners.

4 min read

Advisor Upside

Inside Wall Street’s Leveraged ETF Frenzy

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Leveraged funds are drawing massive inflows.

2 min read

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