BlackRock

Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

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

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

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Personal Finance

E Pluribus Unum: Individual Investors Become Market-Moving Force

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

2 min read
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Advisor Upside

RIAs Warm Up to ETFs Not Labeled Vanguard, BlackRock or State Street

New issuers are gaining market share among RIAs, who are looking for niche funds to diversify their holdings.

2 min read
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Finance

Blackstone Gets Green Light for New Private Credit Fund, Raises $8 Billion for Real Estate Debt Fund

Blackstone’s new fund is one of several efforts aimed at cracking the private credit door open to retail investors.

2 min read

Industrials

BlackRock Leads $23 Billion Deal for Panama Canal Ports

Photo by Dan Lundberg via CC BY-SA 2.0

The titanic port deal immediately made political waves, even as the seller, conglomerate CK Hutchison, denied politics were at play.

2 min read

Advisor Upside

4 Billion-Dollar ETF Busts from 2024

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

2 min read

Advisor Upside

Inside BlackRock’s Latest $12B Private Assets Deal

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BlackRock is acquiring HPS Investment Partners in a deal that could increase its private assets under management to $600 billion.

2 min read

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