ETFs

Advisor Upside

Citi Targets Active ETFs in Europe

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

2 min read

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Advisor Upside

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

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

1 min read
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Advisor Upside

Can Political ETFs Find Common Ground Ahead of November?

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

2 min read
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Advisor Upside

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

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

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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

Sinking Fees Are Creating ‘Leaky Boats’ for Asset Managers

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

1 min read

Advisor Upside

Advisors Key in on Fixed Income Ahead of Interest Rate Cuts

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

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo via Freepik

ETFs

The Vanguard Patent Shaking Up the Fund Industry

Nearly 50 years ago, Vanguard disrupted the investing world by launching the first index fund for individual investors. Now comes the sequel.

5 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Tohamina via Freepik

Advisor Upside

Going Under the Hood of Buffer ETFs

Buffer ETFs have quickly gained momentum with 200 funds currently trading on US markets with about $37 billion in aggregate assets.

5 min read
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Advisor Upside

Fund Fees Hit Record Lows Last Year – And Maybe Rock Bottom

It took more than a decade, but fund fees may have finally hit their lowest possible levels, according to the latest Morningstar research.

2 min read

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