ETFs

Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

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

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

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Advisor Upside

Citi Targets Active ETFs in Europe

Through its white label platform, the bank hopes to be a dominant force in Europe’s growing active ETF market.

2 min read
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Advisor Upside

Can Political ETFs Find Common Ground Ahead of November?

Several exchange-traded funds that were created to track political themes, are gaining interest ahead of the presidential election.

2 min read
Photo by TravelingOtter via CC BY-SA 2.0

Advisor Upside

New ETFs Help Clients Defer Taxes like the Super Rich

New ETF launches are using sophisticated strategies that were once only available to the wealthy to help clients defer capital gains tax.

2 min read

Advisor Upside

Fidelity Wins First SEC Approval to Expand Semi-transparent ETF Holdings

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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

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

Advisor Upside

Westwood ETF Says it Pays to Be Democratic

Photo via Connor Lin / The Daily Upside

A new fund from Westwood and TOBAM aims to limit exposure to authoritarian states including China, Russia, and Turkey.

2 min read

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