mutual funds

ETF Upside

ETFs on Track to Outnumber Mutual Funds Early Next Year

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As conversions, clones and share classes offer more ETF options, advisors are ditching mutual funds.

2 min read

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ETF Upside

Northern Trust Initiates Record-Breaking Mutual-Fund-to-ETF Conversion

The company will convert six mutual funds with collective assets of $33 billion.

2 min read
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ETF Upside

Franklin Templeton Converts Three Mutual Funds to ETFs

Conversion, rather than adding a dual share class, offers ETFs an existing asset base and track record.

1 min read
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Advisor Upside

How Advisors Plan on Exposing Clients to SpaceX

Everyone wants a piece of the action. What’s the best way to invest in the Elon Musk-led company?

2 min read

Advisor Upside

Wellington’s $1.9B Deal to Buy Hartford Funds

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As asset managers look to scale quicker, consolidation has become the name of the game.

2 min read

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ETF Upside

Have We Been Looking at Active Performance All Wrong?

Researchers argue SPIVA’s methodology isn’t fully aligned with what investors actually experience when they allocate to active mutual funds and ETFs.

2 min read
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ETF Upside

How ETF Issuers Are Expanding Outside the US

Janus Henderson is the latest manager to look across the pond.

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

Investing Strategies

How the ‘Domino Effect’ from a Wonky SEC Policy Shift May Ease Capital Gains Pain

An ETF makeover for mutual funds, enabled by the Securities and Exchange Commission, may cut taxes for millions and upend the funds biz.

5 min read

Advisor Upside

Annuity Sales Continue to Shatter Records in Q3

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US annuity sales reached nearly $120 billion in the third quarter, according to industry trade group LIMRA.

2 min read

OP-ED | Advisor Upside

7 Deadly Investing Sins Clients Make

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

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

5 min read

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