State Street

ETF Upside

State Street Rolls Out 401(k)-Friendly Share Class of SPYM

Photo by Getty Images via Unsplash

The company, which has ambitions to expand the reach of its ETF strategies into defined contribution plans, is among the first to add a mutual-fund share class of an ETF.

3 min read

Photo by István Szitás via Unsplash

Advisor Upside

Alts Goose Wall Street’s Wealth Units in Third Quarter

Despite rain clouds in the economy, many of Wall Street’s biggest banks reported stellar earnings in the third quarter.

2 min read
Photo via Gina M Randazzo/ZUMAPRESS/Newscom

Banking

Wall Street’s Big Gains Met with Muted Reception

JPMorgan, Citi Wells Fargo and Goldman Sachs reported that their collective profits were up 14% year over year to $32 billion.

2 min read
Photo by Getty Images via Unsplash

Advisor Upside

Decisions, Decisions: How Does One Pick an ETF?

When advisors venture beyond the biggest and most established funds, how do they decide which ETFs deserve a closer look?

2 min read

ETF Upside

New ETF Issuers Are Chipping Away at BlackRock, Vanguard, State Street Dominance

Photo by Astrid Schaffner via Unsplash

The big three issuers still have a massive lead, but more newcomers are demanding attention.

2 min read

Photo via GRACIE FILMS/Album/Newscom

ETF Upside

Why Income ETFs Are Having a Jerry Maguire Moment

Income exchange-traded funds are showing investors the money, and their popularity is showing no signs of slowing down.

2 min read
Photo by SpaceX via Unsplash

Advisor Upside

SpaceX Rocketing into Nasdaq-100 Spurs Questions from Clients

Despite being one of the largest companies by market cap, SpaceX won’t be among the heaviest-weighted names in the index.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Shutter2U, Wavebreakmedia, and Feedough via iStock

Advisor Upside

Are Advisors Rethinking Index Investing?

Low-cost funds can come with tradeoffs when it means owning the losers right alongside the winners.

4 min read

Advisor Upside

State Street Takes on Invesco’s QQQ with New Nasdaq-100 ETF

Photo by Phil Evenden via Pexels

With investor interest in tech heating up, the new fund undercuts Invesco’s fees by almost half.

2 min read

Photo by Drew Jemmett via Unsplash

ETF Upside

What Will ETFs Look Like in 2027? State Street Gazes into Its Crystal Ball

For one thing, derivatives and tokenization are expected to become the norm.

2 min read
Photo via Rafael Henrique/SOPA Images/Si/Newscom

ETF Upside

‘VOO and Chill’ Pushes Vanguard S&P 500 ETF Toward Record $1T

The fund would become the first ETF to hit the trillion-dollar milestone.

1 min read
Photo via Spencer Jones/Plexi Images/GHI/Universal Images Group/Newscom

ETF Upside

BlackRock, State Street Launch Tokenized Stablecoin Products for Institutional Investors

BlackRock filed for two tokenized money-market funds, while State Street debuted an onchain cash-management product.

2 min read

ETF Upside

Got Cash? Short-Term Bond ETFs Can Fix That

Photo by Getty Images via Unsplash

Yields on short-duration bond funds are outperforming money markets. Investors are taking note.

2 min read

Photo by NASA via Unsplash

ETF Upside

State Street Predicts Inflows Into US ETFs Hit $2.1 Trillion This Year

Active ETFs continue to gain traction.

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
Photo via Kyle Mazza, Kyle Mazza/ZUMAPRESS/Newscom

Personal Finance

Trump’s Retirement Savings Plan Offers Potential Bonanza for Firms Like Fidelity

If the accounts come to fruition, they could achieve a longtime goal of industry advocates and policymakers on both sides of the aisle.

2 min read

Sign In or Subscribe to The Daily Upside to read this article

Sharp news & analysis on finance, economics, and investing.