Vanguard

ETF Upside

Vanguard Files for ETF Share Class Approval

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The company on Wednesday joined the ranks of fund managers that have filed for exemptive relief to offer ETF share classes of mutual funds.

2 min read

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Advisor Upside

Morgan Stanley, American Funds Earn Top Rankings From Financial Advisors

Fees and returns are important to advisors, but so are branding and customer service.

1 min read
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Advisor Upside

ETFs Unfazed by Market Volatility

The vehicles have seen $427 billion in inflows, outpacing the roughly $301 billion from last year, per Morningstar.

2 min read
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ETF Upside

Vanguard’s 2 New Muni ETFs Have an Advantage Over Mutual Funds

Unlike similar mutual fund products at Vanguard, two passive tax-exempt bond ETFs don’t have a high minimum for fees of 9 basis points.

2 min read

Advisor Upside

Vanguard’s Latest 10-Year Forecast Pits Global Debt vs. AI

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The research found the traditional view of 2% annual growth in GDP isn’t likely to pan out.

2 min read

Advisor Upside

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

Photo via Connor Lin / The Daily Upside

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

OP-ED | Advisor Upside

Bonds Get a Bad Wrap. But They Thrived During Their ‘Great Depression’ of 2022.

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Previous bond declines mean clients can now earn an expected return above inflation.

4 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Happyphoton, Wavebreakmedia, and Olegback via iStock

Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Vanguard Pushes Ahead with Another Active ETF

The firm is nearing a dozen actively managed exchange-traded funds in its lineup.

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

Finance

Fund Shops Are Pouncing on Vanguard’s ETF-Mutual Fund Structure

There are 53 fund shops asking permission from the SEC to tack on classes of mutual fund or ETF shares using a multi-share class structure.

5 min read

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