Investments

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ETF Upside

ETF Closures Could Tick Up in Volatile Markets

ETF behemoths like Vanguard’s VOO or State Street’s SPY ain’t going anywhere, but newer products are more likely under threat of closure.

2 min read

Recent News

Porsche Board Member’s Advice for Aspiring CFO Directors

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2 min read
Family Offices Need Governance, but Not All of Them Have It

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1 min read
Why Some Banks Are Blocking AI Access

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2 min read

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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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Advisor Upside

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

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
Photo via Connor Lin / The Daily Upside

Advisor Upside

Vanguard Pushes Ahead with Another Active ETF

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

2 min read
Photo via Connor Lin / The Daily Upside

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.

2 min read

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