Investments

Exclusive news, analysis, and commentary for capital allocators across asset classes.

Advisor Upside

Inside State Street and Apollo’s Private Market ETF

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The asset managers are hoping to offer the first private asset ETF and open up alternative investments to the masses.

2 min read
Advisor Upside

Vanguard Sets Sights on Active Fixed Income

Photo via Connor Lin / The Daily Upside

Vanguard CEO Salim Ramji sees massive opportunities in active fixed income, and said it will play a larger role in retirement saving.

2 min read
Advisor Upside

New ETF Taps Record Interest in Money Market Funds

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Texas Capital’s MMKT will look to capture inflows into the $6.4 trillion money market industry.

2 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
Investments

Masimo CEO Resigns Days After Proxy Battle Ejected Him From Board

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Masimo CEO Joe Kiani stepped down following a two-year skirmish with an activist investor that ejected him from his own board.

2 min read
Advisor Upside

Latest ETF Taps AI Versions of Buffett, Druckenmiller

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Intelligent Alpha launched a new ETF that leverages AI large-language models to mimic some of the world’s best stock pickers.

2 min read
Advisor Upside

Morgan Stanley Converts Mutual Funds into First ‘Pathway’ ETFs

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Morgan Stanley is bolstering its ETF suite by converting two mutual funds into exchange-traded funds under the Morgan Stanley Pathway brand.

1 min read
Advisor Upside

Active ETFs Approach $1 Trillion in Global Assets

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The actively managed investment vehicles have quickly gained momentum after a Securities and Exchange Commission rule change in 2019.

2 min read
Investments

White House Readying US Sovereign Fund Proposal

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White House officials are drafting plans to start a sovereign wealth fund that could invest in national security interests.

2 min read
Investments

Family Firm Growth Set to ‘Explode’ to $9.5 Trillion Under Control by 2030

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Deloitte estimates say private wealth management advisory firms will control $9.5 trillion by 2030, up 73% from the current $5.5 trillion.

2 min read
Investments

Silicon Valley Incubator Backs Its First Defense Company

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Y Combinator is backing Ares Industries, a defense company that builds “low-cost cruise missiles.” It previously avoided the defense market.

2 min read
Investments

Bill Ackman’s Pershing USA Officially Slashes IPO Fundraising Target to $2 Billion

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Ackman’s Pershing Square Capital Management announced that its planned IPO for a US closed-end fund will raise $2 billion.

2 min read
ETFs

The Vanguard Patent Shaking Up the Fund Industry

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Nearly 50 years ago, Vanguard disrupted the investing world by launching the first index fund for individual investors. Now comes the sequel.

5 min read
Advisor Upside

Going Under the Hood of Buffer ETFs

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

Buffer ETFs have quickly gained momentum with 200 funds currently trading on US markets with about $37 billion in aggregate assets.

5 min read
Advisor Upside

Schwab Wants in on Vanguard’s ‘Massive’ Share-Class Edge

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2 min read
Private Equity

Pringles Packaging Maker’s Acquisition Offers Rare Pop Amid Private Equity Buyout Crunch

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KPS Capital Partners sold Eviosys to Sonoco for $3.9 billion after paying $2.7 billion in 2021, a rare buyout windfall in 2024.

2 min read
Indicators

US Households Get More and More Comfortable with the Stock Market

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Almost half of all US households’ financial assets are tied to public stocks, a near-record high, according to recent Federal Reserve data.

1 min read
Advisor Upside

Fidelity Wins Latest Battle in ETF Fee War

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Fidelity is making good on a promise to impose a new fee for companies looking to feature ETFs on its platform. Issuers are not impressed.

2 min read
Advisor Upside

Financial Advisors Are On the Fence About Bitcoin ETFs

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

3 min read
Markets

Midday Market Brief: Just Another Meme-Stock Monday

Photo illustration by Connor Lin / The Daily Upside

The market appeared yawn-inducing at the broad index level, but there was a flurry of activity under the hood.

1 min read