Morningstar

Advisor Upside

Morningstar’s CEO Kunal Kapoor on Private Assets and ‘Extracting Gold’

Photo via Morningstar

Over the past eight years, Kapoor has helped the company expand its workforce to over 10,000 employees and boost its stock price more than threefold.

3 min read

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ETF Upside

Active Strategies Are Coming for Model Portfolios

Asset managers said active strategies are among their top choices for new products, per Morningstar.

2 min read
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Advisor Upside

Follow the Flows: Why Some Legacy Mutual Fund Firms Are Finally Exploring ETFs

Companies that were longtime holdouts on ETFs are expanding into the category, even as the SEC contemplates approval of dual share classes.

5 min read
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Advisor Upside

Bitcoin Rules for Now, but the Crypto Landscape Is Vast

Spot Bitcoin ETFs garnered inflows of nearly $9.6B over roughly the past five weeks, according to Morningstar Direct data.

2 min read

ETF Upside

Grayscale Wants in on Quantum Computing ETFs

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The company, which briefly owned the biggest spot bitcoin ETF, wants to invest in another potentially disruptive technology that could even pose a threat to crypto.

2 min read

ETF Upside

Are ‘Black Swan’ ETFs Worth a Gander?

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The funds, also known as tail risk ETFs, are designed to do well when the market drops but underperform in the long run.

2 min read

Advisor Upside

Fidelity Wins First SEC Approval to Expand Semi-transparent ETF Holdings

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Fidelity can include securities beyond US stocks in semi-transparent ETFs, per an SEC order, though it must disclose the added holdings daily.

2 min read

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Advisor Upside

The Most ‘Wealth-Destroying’ Funds Are ETFs: Morningstar

Among the 15 worst-performing funds in new research, a baker’s dozen turned out to be exchange-traded funds.

2 min read
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Advisor Upside

Recession on the Horizon? Advisors Debate the 60/40

While equities have shined over the past two years, some advisors are sticking with the classic portfolio.

3 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

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