ETFs

Advisor Upside

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

Photo illustration by Connor Lin / The Daily Upside

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
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Advisor Upside

These ETFs Would Bet on 2028 Presidential, Congressional Races

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

2 min read

Advisor Upside

The Risk of Taking on Too Much Risk

No matter the allocation clients choose, being consistent is almost always more important.

4 min read

Advisor Upside

Advisors Look for Midas Touch as Gold Prices Soar

Photo by Zlaťáky.cz via Unsplash

Wealth managers will need to be ready for client questions about gold, particularly from those worried about geopolitical risk.

2 min read

ETF Upside

What F/m’s Latest ETF Filing Means for the Future of Tokenization

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The $18 billion issuer has become the first to ask regulators to make existing shares of an ETF available on the blockchain.

2 min read

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