ETFs

Advisor Upside

Inside BlackRock’s Latest $12B Private Assets Deal

Photo by Hapabapa via iStock

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

2 min read
Advisor Upside

Option Calls on Bitcoin ETFs Are Both Innovative And Risky

Photo by Vasilis Chatzopoulos via Unsplash

While the strategies can be seen as the next logical step in crypto investing, some are calling them a step into speculative waters.

2 min read
Advisor Upside

New ETFs May Target Crypto’s ‘Degen’ Crowd

Photo by David McBee via Pexels

Crypto ETFs have pulled in billions since the election, and new products that deal in lesser-known currencies are in the works.

2 min read
Advisor Upside

How ETFs Can Help When Rates Are Going Up or Down

Photo by Photo by Tima Miroshnichenko via Pexels

Advisors know exchange-traded funds as a way to invest in broad market indexes, but they are great for bond management, too.

2 min read
Advisor Upside

Why Nvidia in the Dow Is Bad News for Dividend Investors

Photo via Nvidia Media Assets

The index investors consider as a basket of blue chip stocks has taken a hard turn toward growth, and away from mature dividend stocks.

2 min read
Advisor Upside

Can ETFs Break Into the $7.4T 401(k) Industry?

Photo by JHVEPhoto via iStock

More than 30 asset managers are asking regulators for permission to offer mutual fund share classes that can fit into retirement accounts.

2 min read
Advisor Upside

ETFs Have Dominated for Decades. What’s Next?

Photo by AlphaTradeZone via Pexels

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

2 min read
Advisor Upside

Citi Targets Active ETFs in Europe

Photo by Scott Webb via Unsplash

Through its white label platform, the bank hopes to be a dominant force in Europe’s growing active ETF market.

2 min read
Advisor Upside

Clients Trading Their Own Crypto? Advisors Say Not So Fast.

Photo by Jonathan Borba via Pexels

Wealth managers are getting held-away crypto assets in-house through ETFs and separately managed accounts.

1 min read
Advisor Upside

Can Political ETFs Find Common Ground Ahead of November?

Photo by David Knox via Unsplash

Several exchange-traded funds that were created to track political themes, are gaining interest ahead of the presidential election.

2 min read
Advisor Upside

Don’t Celebrate the 2-Year Bull Market Just Yet

Photo by JHVEPhoto via iStock

What’s a good gift for a mature bull? How about a dose of perspective? The stock market can sometimes be a victim of its own recent success.

1 min read
Advisor Upside

New ETFs Help Clients Defer Taxes like the Super Rich

Photo by TravelingOtter via CC BY-SA 2.0

New ETF launches are using sophisticated strategies that were once only available to the wealthy to help clients defer capital gains tax.

2 min read
Advisor Upside

JPMorgan Wants In on the Great White North

Photo by Wladyslaw via CC BY-SA 3.0

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
Advisor Upside

New ETF Taps Record Interest in Money Market Funds

Photo by JHVEPhoto via iStock

Texas Capital’s MMKT will look to capture inflows into the $6.4 trillion money market industry.

2 min read
Advisor Upside

Active ETFs Surge Among Advisors

Photo by AlphaTradeZone via Pexels

Roughly 30% of portfolios had exposure to active ETFs in the second quarter, up from just 13% in 2022, Fidelity reported.

1 min read
Advisor Upside

Sinking Fees Are Creating ‘Leaky Boats’ for Asset Managers

Photo by Fauxels via Pexels

Roughly $180 billion in assets flowed out of more expensive equity funds in the first half of the year.

1 min read
Advisor Upside

Latest ETF Taps AI Versions of Buffett, Druckenmiller

Photo by Jakub Zerdzicki via Pexels

Intelligent Alpha launched a new ETF that leverages AI large-language models to mimic some of the world’s best stock pickers.

2 min read
Advisor Upside

Morgan Stanley Converts Mutual Funds into First ‘Pathway’ ETFs

Photo by Hapabapa via iStock

Morgan Stanley is bolstering its ETF suite by converting two mutual funds into exchange-traded funds under the Morgan Stanley Pathway brand.

1 min read
Advisor Upside

Active ETFs Approach $1 Trillion in Global Assets

Photo by Tima Miroshnichenko via Pexels

The actively managed investment vehicles have quickly gained momentum after a Securities and Exchange Commission rule change in 2019.

2 min read
Advisor Upside

Advisors Key in on Fixed Income Ahead of Interest Rate Cuts

Photo by Federal Reserve Board of Governors via Public Domain Mark 1.0

With the Fed primed to begin the next cutting cycle, advisors are looking for fresh places to park clients’ cash.

2 min read