BlackRock

Industry News

Inside Goldman’s New Private-Public Model Portfolios

Photo by Ken Lund via CC BY-SA 2.0

The new products will help RIA firms tailor investments to the needs of their advisors and end clients.

2 min read

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ETF Upside

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

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

2 min read
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Advisor Upside

Solid Wall Street Earnings Come with a Tariff Asterisk

The latest earnings may not reflect recent market volatility ushered in by the Trump administration’s sweeping tariffs.

1 min read
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Markets

Market Meltdown Prompts Investors to Ditch ‘Digital Gold’ for the Real Thing

So far this year, investors have greatly gold compared bitcoin. So if it’s not digital gold, what is bitcoin exactly?

2 min read

ETF Upside

ETF Closures Could Tick Up in Volatile Markets

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ETF behemoths like Vanguard’s VOO or State Street’s SPY ain’t going anywhere, but newer products are more likely under threat of closure.

2 min read

Photo by Financial Times via CC BY 2.0

Finance

Time to Duck and Cover? Billionaires Brace for Tariff Fallout

Jamie Dimon warned inflation is likely going up and Larry Fink said the economy might already be in recession.

2 min read
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ETF Upside

Everything’s Bigger in iShares’ Texas ETF

BlackRock is prepping an ETF that would focus on companies based in the Lone Star State. There are few equity funds like it.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Happyphoton, Wavebreakmedia, and Olegback via iStock

Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read

Personal Finance

E Pluribus Unum: Individual Investors Become Market-Moving Force

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

2 min read

Advisor Upside

Vanguard Took the ETF Asset Crown. Here’s Why It Matters

Photo via Connor Lin / The Daily Upside

The changing of the guard is proof that retail and advised clients, with much longer time horizons, are prioritizing low-cost passive funds.

2 min read

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