Investments

Advisor Upside

How Clients Can Invest in NFL Teams

Photo by Myron Mott via Unsplash

As the NFL opens up investments from private equity firms, new funds may help clients invest in their favorite teams.

2 min read

Photo by Wladyslaw via CC BY-SA 3.0

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
Photo by JHVEPhoto via iStock

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
Photo via Connor Lin / The Daily Upside

Advisor Upside

Vanguard Sets Sights on Active Fixed Income

Vanguard CEO Salim Ramji sees massive opportunities in active fixed income, and said it will play a larger role in retirement saving.

2 min read

Advisor Upside

New ETF Taps Record Interest in Money Market Funds

Photo by JHVEPhoto via iStock

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

2 min read

Photo of Mastercard’s Trustless Transaction Patent via the U.S. Patent and Trademark Office

Patent Drop

Mastercard Continues Crypto Crusade with Seamless Transaction Patents

Mastercard’s interest in this tech could help legitimize crypto in the broader scheme of traditional finance.

2 min read
Photo by AlphaTradeZone via Pexels

Advisor Upside

Active ETFs Surge Among Advisors

Roughly 30% of portfolios had exposure to active ETFs in the second quarter, up from just 13% in 2022, Fidelity reported.

1 min read
Photo by Collision Conf via CC BY 2.0

Investments

Masimo CEO Resigns Days After Proxy Battle Ejected Him From Board

Masimo CEO Joe Kiani stepped down following a two-year skirmish with an activist investor that ejected him from his own board.

2 min read

Advisor Upside

Latest ETF Taps AI Versions of Buffett, Druckenmiller

Photo by Jakub Zerdzicki via Pexels

Intelligent Alpha launched a new ETF that leverages AI large-language models to mimic some of the world’s best stock pickers.

2 min read

Investments

Family Firm Growth Set to ‘Explode’ to $9.5 Trillion Under Control by 2030

Photo by Scott Graham via Unsplash

Deloitte estimates say private wealth management advisory firms will control $9.5 trillion by 2030, up 73% from the current $5.5 trillion.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.