The Daily Upside

ETF Upside

Dual Share Classes Are Coming Soon. Now, What?

Photo by Vincent van Zalinge via Unsplash

ETF share classes of mutual funds (and the other way around) are so close, yet so very far away, as fund boards have a lot of work ahead.

2 min read
ETF Upside

Move Over State Street. JPMorgan Becomes Latest to File for Private Credit ETF

Photo via Jimin Kim/ZUMAPRESS/Newscom

Semiliquid funds topped $450 billion in assets, but a handful of private credit ETFs have been slow to win over investors.

2 min read
ETF Upside

AI-Powered ETFs Aren’t Living Up to Investor Expectations

Photo by Markus Spiske via Unsplash

ETFs that use artificial intelligence to select holdings have largely underperformed over the past five years. Many have closed.

2 min read
Healthcare

Genmab Strikes $8 Billion Deal for Cancer Treatment Maker Merus

Photo via Image courtesy of Genmab, All rights reserved. © 2024 Genmab A/S

BMO analysts said in a note Monday they were “encouraged” that Genmab’s acquisition “could start to spur broader M&A in the sector.”

2 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

OpenAI Teams Up With Amazon for Even More Computing Power

Photo via Leonie Asendorpf/dpa/picture-alliance/Newscom

2 min read
Kimberly-Clark Takeover Offers $48 Billion of Pain Relief to Tylenol-Maker Kenvue

Photo via Michele Eve Sandberg/Sipa USA/Newscom

2 min read
Unease About Warren Buffett’s Retirement Overshadows Berkshire Earnings Beat

Photo via Lu Beifeng/VCG/Newscom

2 min read

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