ETFs

Advisor Upside

Volatility Shares Dares SEC to Approve 5x Leveraged ETFs

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As others have sought 3x leveraged ETFs, VolatilityShares is going further, raising the question of what the SEC’s leverage limit could be.

2 min read

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Advisor Upside

In High-Distribution ETFs, Not All That Glitters Is Gold

Too often, investors waste a significant portion of their income by failing to pay attention to the tax implications of the ETFs they hold.

8 min read
Advisor Upside

When to Dump that Expensive Investment Fund

Tax-law and human behavior are complicated, but there’s a method to mitigating past investment mistakes.

5 min read
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ETF Upside

Motley Fool Asset Management Plans Big Expansion into ETFs

The company, whose parent is the personal finance publisher, would add 15 ETFs to its existing line of six.

2 min read

ETF Upside

ETF Investors Are Overwhelmingly Young. Can Issuers Expand Their Reach?

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ETF uptake varies significantly across generations. This gap presents a major growth opportunity for the industry.

2 min read

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Advisor Upside

Is Ray Dalio’s All-Weather ETF Appropriate for a Long Summer?

In the long-running bull market, it’s not hard to make a case against risk-parity funds. But it’s harder to make one against Ray Dalio and his massive hedge-fund firm Bridgewater Associates.

2 min read
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Advisor Upside

Advisors Rethink Cash Ahead of Rate Cuts

Advisors are taking a variety of approaches in fixed income, stocks and alternatives.

4 min read
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Advisor Upside

What Clients Need to Know About ETFs

With assets reaching new heights, advisors need to inform clients about what exchange-traded funds can — and can’t — do.

3 min read

Advisor Upside

Why Some RIAs Want Bigger Slices of the ETF Pie than Others

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Independent RIAs allocate as much as 80% — or as little as 2% — to ETFs, a new AdvizorPro report found.

2 min read

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Advisor Upside

Yieldstreet Losses Highlights the Potential Dangers of Private Investments

After several funds from the startup Yieldstreet resulted in total losses, experts questioned the role of private investments in client portfolios.

2 min read
Photo via Thomas Fuller/ZUMAPRESS/Newscom

Advisor Upside

VOO Becomes First ETF to Top $700 Billion in Assets

The development illustrates Vanguard’s ongoing dominance in ETFs as well as client demand for low-cost, passive strategies.

1 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Pakhnyushchyy and Ajt via iStock

ETF Upside

From Greenwashing to Greenhushing: The Rise of ‘Anti-ESG’ ETFs

A backlash to so-called woke investments spurred interest in their anti-woke counterparts. But is it a new strategy or just marketing hype?

4 min read

Advisor Upside

Can Buffered ETFs Reshape Portfolio Management?

Photo illustration by Connor Lin / The Daily Upside

Defined-outcome funds took in more than $8 billion during the first half of 2025.

5 min read

Photo via Thomas Fuller/ZUMAPRESS/Newscom

Markets

Fine Print: ETFs Born in Banner Year May Lack Staying Power

Issuers are pumping out funds to meet investor demand, but there’s a growing risk that many of the new ETFs will have short shelf lives.

2 min read
Photo via Rafael Henrique/ZUMAPRESS/Newscom

Advisor Upside

Vanguard Made a Single Acquisition. Now, It’s Getting Sued

The complaint alleges Vanguard acted in bad faith by thwarting certain business deals post-acquisition.

2 min read
Photo by Simon Infanger via Unsplash

Advisor Upside

Defense ETFs Surge Amid Wartime Buildups

ETFs targeting the sector are riding high this year due to sustained conflicts in Europe and the Middle East.

1 min read

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