ETFs

Investing Strategies

How the ‘Domino Effect’ from a Wonky SEC Policy Shift May Ease Capital Gains Pain

Photo illustration by Connor Lin / The Daily Upside, Photo by Klyaksun via iStock

An ETF makeover for mutual funds, enabled by the Securities and Exchange Commission, may cut taxes for millions and upend the funds biz.

5 min read

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ETF Upside

Why the $100M AUM Survival Limit May No Longer Matter

It’s becoming less expensive to manage ETFs, allowing more funds to remain on the market with lower AUM, according to analysts.

2 min read
Photo via IMAGO/Gonzales Photo/Thomas Rasmussen/IMAGO/Gonzales Photo/Newscom

Blockchain

NYSE Teams Up with Securitize as TradFi Bets on Tokenization

Securitize will be the exchange’s first digital transfer agent, creating blockchain-based versions of stocks and exchange-traded funds.

2 min read
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ETF Upside

Defiance to Launch Autism Impact ETF, Donate Profits

With ETFs generally operating on thin margins, it’s quite rare for an issuer to forgo profits.

2 min read

Alternatives

From Crypto to Private Credit, Alts Attract Millennials Flush with Inherited Wealth

Photo illustration by Connor Lin / The Daily Upside, Photo by Thanumporn Thongkongkaew via iStock

Rather than sticking with stocks and bonds, millennials are seeking higher returns from alternatives like crypto and private credit.

4 min read

Photo illustration by Connor Lin / The Daily Upside

Advisor Upside

Advisers Weigh Gold’s Value After Volatility Tarnishes Record Run-up

Fluctuations in the precious metal’s price after an all-time high above $5,000 reinforce longstanding questions about its suitability for clients.

4 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Ritholtz Wealth Files for First ETF

The 351 exchange fund would maintain equity exposure during sustained market uptrends and become defensive during downtrends.

1 min read
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ETF Upside

Vegan ETF Issuer Preps an International Flavor

There’s one ETF option for investors who specifically want to align their dollars with vegan causes. Another fund is coming to the market.

2 min read

Advisor Upside

These ETFs Would Bet on 2028 Presidential, Congressional Races

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Three firms recently filed very similar prospectuses for ETFs that would rival prediction markets and bet on elections.

2 min read

ETF Upside

Franklin Templeton’s Latest ETF Taps ‘Booming’ Emerging Markets Debt

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The asset manager’s latest ETF gives investors exposure to debt tied to foreign countries.

1 min read

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