Investments

Advisor Upside

Morgan Stanley Converts Mutual Funds into First ‘Pathway’ ETFs

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Morgan Stanley is bolstering its ETF suite by converting two mutual funds into exchange-traded funds under the Morgan Stanley Pathway brand.

1 min read

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Advisor Upside

Active ETFs Approach $1 Trillion in Global Assets

The actively managed investment vehicles have quickly gained momentum after a Securities and Exchange Commission rule change in 2019.

2 min read
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Investments

White House Readying US Sovereign Fund Proposal

White House officials are drafting plans to start a sovereign wealth fund that could invest in national security interests.

2 min read
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Investments

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

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

Advisor Upside

Ether ETFs Struggle to Impress in Opening Act

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The funds that track the second-largest cryptocurrency were off to the races in late July, but have been stuck in the ether ever since.

2 min read

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Advisor Upside

BlackRock Tops Grayscale for Digital Asset Dominance

The shift highlights the growing footprint of traditional firms in the digital asset industry, and signals renewed confidence in crypto.

2 min read
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Patent Drop

Stripe Fraud Detection Patent Could Restore Trust in Crypto

Stripe wants to fortify blockchain transactions with it’s latest patent.

2 min read
Image Credit: iStock, Austin Nooe

Investments

Silicon Valley Incubator Backs Its First Defense Company

Y Combinator is backing Ares Industries, a defense company that builds “low-cost cruise missiles.” It previously avoided the defense market.

2 min read

Investments

Bill Ackman’s Pershing USA Officially Slashes IPO Fundraising Target to $2 Billion

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Ackman’s Pershing Square Capital Management announced that its planned IPO for a US closed-end fund will raise $2 billion.

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
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Markets

Bankrupt Crypto Exchange Repayments Shakes the Bitcoin Market

Mt. Gox is finally paying off its roughly $9 billion debt to former customers, highlighting how much the bitcoin market evolved.

2 min read

Advisor Upside

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

Photo by Djkeddie via CC BY-SA 4.0

2 min read

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