ETFs

Advisor Upside

Why Investor Returns Don’t Always Match Fund Performance

Photo by Walker Fenton via Unsplash

2 min read

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Advisor Upside

Fidelity AUM Nears $8T Riding ‘Perfect Storm’ of Retail Investors

Plenty of that is a result of the firm’s expanded product lineup and a bull market that has all three major indices up double digits so far this year.

1 min read
Image Credit: iStock, AdamParent

ETF Upside

BlackRock’s Treasury Fund TLT Falls to 22-Year Low

Rising yields on long-term Treasurys pushed the largest long-term bond fund, iShares 20+ Year Treasury Bond ETF (TLT), to a 22-year low.

2 min read
Advisor Upside

Has Index Investing Gone Too Far?

Critics say markets become less efficient when too much money floods into indexed products, but that doesn’t tell the whole story.

4 min read

Retirement Upside

Trump Accounts Hit 7M Enrollees, Raising New Questions for Advisors

Photo by Gage Skidmore via CC BY-SA 2.0

Wealth managers agree that a free $1,000 is a good thing, but it may come with trade-offs.

2 min read

Photo via Syncopy Production / Universal Pictures / Album/Newscom

ETF Upside

ETF Odyssey Continues as Issuers Sail Toward Another Record-Breaking Year

Launches topped 850 in the US this year alone, with single-stock and AI funds leading the charge.

2 min read
Advisor Upside

Wall Street Wants Alternatives in 401(k)s. Advisors Aren’t Convinced

4 min read
Photo by Ken Lund via CC BY-SA 2.0

Advisor Upside

Treasury Officials Call New Tax Alpha ETFs ‘Too Good to Be True’

Officials singled out 351 conversions and other strategies at an industry event this week, per a Bloomberg report.

2 min read

ETF Upside

What’s Behind the Growing Appeal of Alternative ETFs?

Photo by Daniel Sinoca via Unsplash

Liquid alternative investment vehicles aren’t new, but their role in portfolios has changed in today’s concentrated equity markets.

2 min read

Photo by Ales Krivec via Unsplash

ETF Upside

What’s Behind a Rare Week in the Red for ETF Flows

Equity funds, commodities and digital currency products all lost assets in an unusual week of outflows for a booming industry.

2 min read
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ETF Upside

SEC’s Interest in Novel ETFs Could Become a ‘Reality Check’

The move is the latest by an agency that has paused reviews of highly leveraged strategies.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Shutter2U, Wavebreakmedia, and Feedough via iStock

Advisor Upside

Are Advisors Rethinking Index Investing?

Low-cost funds can come with tradeoffs when it means owning the losers right alongside the winners.

4 min read

Advisor Upside

Inside Wall Street’s Leveraged ETF Frenzy

Photo by David Birozy via Unsplash

Leveraged funds are drawing massive inflows.

2 min read

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