Investments

ETF Upside

Where Do You Turn When Stocks and Bonds are Hurting?

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With volatility rising, advisors are scrambling to find both protection and returns, but answers are scarce.

2 min read

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ETF Upside

Capital Group, Dimensional Top Active ETF Inflows Amid Volatility

While passive US large-cap ETF flows overshadowed those of their active counterparts, sales for the latter are still growing quickly.

2 min read
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ETF Upside

New Bitcoin ETFs Unveil Protection and Income Strategies

Calamos, Grayscale, and several others are adapting hot-selling ETF categories to bitcoin amid volatility.

2 min read
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ETF Upside

Direct Indexing’s Not Exactly an ‘ETF Killer’

The strategy opened up new personalized indexes to investors, but it still remains a niche service, according to new research.

2 min read

ETF Upside

Gold ETF Inflows Top $8.6B in March

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With equity markets rattled by the latest US tariff policies, investors are flocking to the precious metal for safety.

1 min read

OP-ED | Advisor Upside

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

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

4 min read

ETF Upside

Can Buffer ETFs Really Help Weather a Market Plunge?

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The increasingly popular ETFs can help manage volatility, but much depends on the timeframes and when investors buy.

2 min read

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ETF Upside

Everything’s Bigger in iShares’ Texas ETF

BlackRock is prepping an ETF that would focus on companies based in the Lone Star State. There are few equity funds like it.

2 min read
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ETF Upside

The ETF Betting on Women-Led Companies

Hypatia Capital’s Patricia Lizarraga said her firm’s ETF is one-of-a-kind, but it has struggled to get on major platforms.

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

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

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