ETFs

Advisor Upside

Rob Arnott on Deep Value and ‘Running Towards Lions’

Photo by Gage Skidmore via CC BY-SA 2.0

The founder of Research Affiliates said serving clients means helping them not do incredibly stupid things.

3 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

Vanguard Pushes Ahead with Another Active ETF

The firm is nearing a dozen actively managed exchange-traded funds in its lineup.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Westwood ETF Says it Pays to Be Democratic

A new fund from Westwood and TOBAM aims to limit exposure to authoritarian states including China, Russia, and Turkey.

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

Finance

Fund Shops Are Pouncing on Vanguard’s ETF-Mutual Fund Structure

There are 53 fund shops asking permission from the SEC to tack on classes of mutual fund or ETF shares using a multi-share class structure.

5 min read

Advisor Upside

Are Investors Buying Tesla’s Nosedive?

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ETFs shorting Tesla have recently outperformed, while those doubling down on the company have not. The long-term numbers are another story.

2 min read

Advisor Upside

RIAs Warm Up to ETFs Not Labeled Vanguard, BlackRock or State Street

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New issuers are gaining market share among RIAs, who are looking for niche funds to diversify their holdings.

2 min read

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Advisor Upside

The SEC’s Bizarre Letter to State Street About PRIV

The agency asked pointed questions about the new exchange-traded fund just hours after its launch last week.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Ljupco via iStock

OP-ED | Advisor Upside

7 Deadly Investing Sins Clients Make

Never underestimate the all-too-human instinct to believe anything we want.

5 min read
Photo by Gage Skidmore via CC BY-SA 2.0

Advisor Upside

New ‘MAGA 7’ ETF Looks to Tap Conservative Policies

Defiance ETFs filed for an active fund that will track stocks expected to benefit from President Donald Trump’s administration.

2 min read

Advisor Upside

Vanguard Took the ETF Asset Crown. Here’s Why It Matters

Photo via Connor Lin / The Daily Upside

The changing of the guard is proof that retail and advised clients, with much longer time horizons, are prioritizing low-cost passive funds.

2 min read

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