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

Photo by Hapabapa via iStock

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
Blockchain

Circle Plans IPO as Stablecoins Flex Market Muscle

Photo by MoneyConf via CC BY 2.0

Circle could debut on the NYSE as soon as next month and is eyeing a valuation of up to $5 billion — a $4 billion drop from its SPAC era.

2 min read
Big Tech

Apple Card Plays ‘Spin the Bottle’ With Finance Giants

Photo by Avery Evans via Unsplash

Visa has offered $100 million replace Mastercard as the network of choice for Apple’s credit card, according to The Wall Street Journal.

2 min read
Personal Finance

E Pluribus Unum: Individual Investors Become Market-Moving Force

Photo by Joshua Mayo via Unsplash

According to a recent JPMorgan analysis, individual investors now account for 60% of US equities, an all-time high.

2 min read

Advisor Upside

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

Netflix Keeps Finding Ways to Steal Hollywood’s Spotlight

Photo by Getty Images via Unsplash

2 min read
US Army Recruits Private Equity for $150 Billion Infrastructure Overhaul

Photo by U.S. Army/Sgt. 1st Class Austin Berner via Public Domain Mark 1.0

2 min read
Wall Street Expats Mentor a Next-Gen Protégé: AI

Photo via Blondet Eliot/ABACA/Newscom

2 min read

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