State Street

ETF Upside

The Not-So-Transparent Fees Hiding in the ETF Market

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Not required to be disclosed, index licensing fees create a thin layer of fog over the transparent investment products.

2 min read

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Advisor Upside

Advisors Weigh In on Fixed Income in Turbulent Markets

As stocks pull back on macroeconomic fears, the bond market presents pockets of opportunity.

4 min read
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Advisor Upside

Will Vanguard Launch Its Private Investments the ‘Vanguard Way?’

The world’s second-largest asset manager has been known for taking a low-cost approach to investing over its 50-year history.

2 min read
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Advisor Upside

Behind the Vanguard, Blackstone, Wellington Plan to Launch Private Investments

The announcement follows the introduction of a public and private ETF from State Street and Apollo last month.

2 min read

ETF Upside

Gold ETF Inflows Top $8.6B in March

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With equity markets rattled by the latest US tariff policies, investors are flocking to the precious metal for safety.

1 min read

Advisor Upside

Will Advisors Embrace ‘Breakthrough’ Private ETF From State Street, Apollo?

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Many advisors say they’re not ready to trade in tried-and-true index funds for private credit funds.

2 min read

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Advisor Upside

Vanguard Took the ETF Asset Crown. Here’s Why It Matters

The changing of the guard is proof that retail and advised clients, with much longer time horizons, are prioritizing low-cost passive funds.

2 min read
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Finance

A Trillion Reasons Fidelity Wants to Offer Investors Everything

In its annual investment report published on Tuesday, Fidelity said its assets under management increased by a titanic $1 trillion in 2024.

2 min read
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Advisor Upside

How Low Can You Go? Vanguard Slashes Fees on 87 Funds

The asset manager said the largest price reduction in its history could save investors more than $350 million this year alone.

1 min read

Advisor Upside

Can Private Assets Reshape Index Investing?

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New filings with the Securities and Exchange Commission are requesting permission to launch ETFs that hold both public and private assets.

1 min read

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