Morningstar

Advisor Upside

Want Better Relationships with Clients? Advisors Are Asking AI for Help

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AI tools can take care of a lot of the prep and post-work for meetings, allowing for better, more thoughtful dialogues between advisors and clients.

1 min read

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ETF Upside

Clients Are Holding Highly Leveraged ETFs Way Too Long

The UK’s Financial Conduct Authority recently released data that found most investors aren’t using leveraged ETPs properly.

2 min read
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ETF Upside

Why This Rare Earth ETF Excludes the Biggest Rare Earth Market

2 min read
Photo via Jimin Kim/ZUMAPRESS/Newscom

Banking

White House Affordability Push Grabs Big Bank Bulls by the Horns

The six largest US banks paid more than $140 billion in dividends and buybacks last year, setting a record, according to Bloomberg.

2 min read

Advisor Upside

President Donald Trump’s Truth Social Launches 5 America-First ETFs

Photo via Griffin Kelly

Whether his political appeal translates into assets remains to be seen.

2 min read

ETF Upside

Rising Tide of Thematic ETFs Could Put Investors Underwater

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As active ETFs have exploded, so too has thematic investing, a dangerous trend for most investors, the author of a Morningstar report said.

2 min read

ETF Upside

Why ETF Investors Persistently Miss 1%-2% of Potential Returns

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ETF volatility plays a large role in the gap between returns for investors and for funds as a whole, Morningstar data show.

2 min read

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