Vanguard

Advisor Upside

Five Signs It’s Time to Reduce Equity Exposure

We’ve all heard of having too much of a good thing, and the stock market’s near four-year bull run has been a really, really good thing.

3 min read

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Advisor Upside

Vanguard’s Altruist Deal May Shake Up Robo-Advice

Bringing some of Altruist’s AI financial planning tech to Vanguard Digital Advisor may be a core reason the asset manager made the offer in the first place.

2 min read
Photo by Lucas Law via Unsplash

ETF Upside

Index Funds Celebrate Their 50th Birthday

Boring won. On the 50th anniversary of the index fund, a look at how “Bogle’s Folly” became the dominant force in American investing.

2 min read
Photo by Matthew Kalapuch via Unsplash

ETF Upside

Vanguard’s Altruist Deal Could Be a Warning Shot for ETF Platform Fees

Some custodians are charging issuers for shelf space, but Vanguard could challenge that practice.

2 min read

Advisor Upside

What’s Behind Vanguard’s Deal to Buy Altruist?

Photo via Rafael Henrique/ZUMAPRESS/Newscom

It’s the latest step in CEO Salim Ramji’s plan to move Vanguard beyond low-cost asset management and into financial advice.

2 min read

Advisor Upside

Are Advisors Rethinking Index Investing?

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

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

4 min read

ETF Upside

Vanguard Dethrones BlackRock as America’s ‘Definitive King’ of ETFs

Photo via Budrul Chukrut/ZUMAPRESS/Newscom

The issuer’s popular S&P 500-tracking fund also recently made history by amassing $1 trillion in assets.

2 min read

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ETF Upside

Schwab Follows Vanguard With Fee Cuts on 4 ETFs

The reductions aren’t raising stakes in the never-ending game of fee poker between asset managers. Rather, Schwab is calling their bets and refusing to fold.

1 min read
Photo via Thomas Fuller/ZUMAPRESS/Newscom

ETF Upside

Why Fixed-Income Launches Aren’t Slowing Down

Demand for high-yielding fixed-income funds is driving a wave of innovation across the space.

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

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