Investments

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.

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Advisor Upside

Vanguard Pushes Ahead with Another Active ETF

The firm is nearing a dozen actively managed exchange-traded funds in its lineup.

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Advisor Upside

Westwood ETF Says it Pays to Be Democratic

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

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Advisor Upside

Are Investors Buying Tesla’s Nosedive?

ETFs shorting Tesla have recently outperformed, while those doubling down on the company have not. The long-term numbers are another story.

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Advisor Upside

New GOP Ticker Spotlights Politically Themed ETFs

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As an ETF tracking Republican portfolios changes its ticker, investors are eyeing the performance of political funds.

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Advisor Upside

Asset Managers Battle to Find ‘America’s Next Top Model’

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Advisors are increasingly using model portfolios to outsource asset allocations and spend more time on financial planning.

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Advisor Upside

Will Advisors Embrace ‘Breakthrough’ Private ETF From State Street, Apollo?

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Many advisors say they’re not ready to trade in tried-and-true index funds for private credit funds.

2 min read

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