ETFs

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

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Advisor Upside

JPMorgan Wants In on the Great White North

The bank’s asset management arm has made two ETFs available on the Toronto Stock Exchange, and plans to grow staff in Canada.

1 min read
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Advisor Upside

New ETF Taps Record Interest in Money Market Funds

Texas Capital’s MMKT will look to capture inflows into the $6.4 trillion money market industry.

2 min read
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Advisor Upside

Active ETFs Surge Among Advisors

Roughly 30% of portfolios had exposure to active ETFs in the second quarter, up from just 13% in 2022, Fidelity reported.

1 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

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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
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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

Advisor Upside

Risk-Free Investing? These ETFs Offer 100% Downside Protection

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Buffered ETF strategies can help financial advisors and money managers navigate cash positions as interest rates edge higher.

2 min read

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