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

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
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Advisor Upside

Inside State Street and Apollo’s Private Market ETF

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

2 min read
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Advisor Upside

New ETF Taps Record Interest in Money Market Funds

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

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

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

ETFs

The Vanguard Patent Shaking Up the Fund Industry

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

Advisor Upside

Going Under the Hood of Buffer ETFs

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

5 min read
Photo by Djkeddie via CC BY-SA 4.0

Advisor Upside

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

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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