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ETF Upside

New BlackRock ETF Takes Bite Out of S&P 500 Weightings

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An iShares ETF caps individual holdings at 3%; it isn’t the first to skew allocations away from the largest companies.

2 min read
ETF Upside

Where Do You Turn When Stocks and Bonds are Hurting?

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With volatility rising, advisors are scrambling to find both protection and returns, but answers are scarce.

2 min read
ETF Upside

Capital Group, Dimensional Top Active ETF Inflows Amid Volatility

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While passive US large-cap ETF flows overshadowed those of their active counterparts, sales for the latter are still growing quickly.

2 min read
Healthcare

Eli Lilly Skyrockets After Promising Results for First Weight-Loss Pill

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The company plans to seek regulatory approval for the revolutionary weight loss treatment by the end of the year.

2 min read

Advisor Upside

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

What Advisors Can Learn from the NBA Finals

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3 min read
Musk’s xAI Holds Talks for Another Massive Fundraising Round

Photo via SYSPEO/SIPA/Newscom

1 min read
Oil Prices Spike as Israel-Iran Conflict Threatens Production, Shipping

Photo via James Thew/Newscom

2 min read

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