BlackRock

Advisor Upside

Can Bitcoin Become Bigger than the Internet Itself? Maybe

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Adoption of the cryptocurrency has outpaced other transformative technologies like the internet and mobile phones.

2 min read

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Advisor Upside

4 Billion-Dollar ETF Busts from 2024

A quartet of ETFs faceplanted last year, but they could mount a comeback this year.

2 min read
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Finance

‘Just the Beginning’: BlackRock CEO Hails Record Revenues, Assets, Inflows

The asset manager announced annual revenues rose 14%, topping $20 billion for the first time, with record net inflows of $641 billion.

2 min read
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Advisor Upside

Can Private Assets Reshape Index Investing?

New filings with the Securities and Exchange Commission are requesting permission to launch ETFs that hold both public and private assets.

1 min read

Advisor Upside

ETFs Are Breaking Inflow Records. Not So Much Overseas

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US equity ETFS saw nearly $150 billion in inflows last month. Those tied to Europe, Japan, and emerging markets weren’t so lucky.

1 min read

Advisor Upside

ETFs Have Dominated for Decades. What’s Next?

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ETFs have steadily chipped away at market share of the almighty mutual fund, but the wrapper still has room to grow.

2 min read

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Advisor Upside

BlackRock’s Bitcoin ETF Dominates Ahead of Election Day

BlackRock’s iShares Bitcoin Trust ETF is riding Election Day momentum and took in record inflows last week.

1 min read
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Advisor Upside

Neuberger Berman Buys Stake in Mariner in Latest RIA Deal

The deal is the latest example of major investments into the RIA space, with much of the funding coming from private equity.

2 min read
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Advisor Upside

Big Brokers Beat Estimates in Strong Start to Earnings Season

JPMorgan Chase and Wells Fargo, among other banks and asset managers, beat analysts’ expectations in the third quarter.

1 min read

Advisor Upside

JPMorgan Wants In on the Great White North

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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

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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
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