Vanguard

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

Advisor Upside

Instead of Chasing Alpha, Here Are 4 Ways to Pick the Low-Hanging Apples

Many investors deploy sophisticated strategies (that will likely underperform) while leaving the low-hanging fruit to rot.

4 min read

Advisor Upside

Vanguard Joins Invesco in Race to Offer Bond Ladder ETFs

Photo via Thomas Fuller/ZUMAPRESS/Newscom

Vanguard’s first target-maturity ETFs designed for bond ladders launched today, while there are a number of new BulletShares ETFs slated for Invesco’s lineup.

2 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

How Vanguard Is Mapping Out the Future of AI

The company’s head of financial advisor services Lauren Wilkinson said wealth managers are already finding major efficiencies. What comes next?

2 min read
Photo via Illia Uriadnikov/Newscom

Retirement Upside

401(k) Withdrawals Are Rising. Here’s Why

Hardship withdrawals are considered last-resort financial decisions, so why are so many people making them?

2 min read
Photo by Emil Kalibradov via Unsplash

Retirement Upside

401(k) Balances Are Way Up. But Withdrawals Have Reached Record Levels

As much as Americans feel unprepared for retirement, they also feel unprepared for the here and now.

2 min read

Advisor Upside

Wealthtech Jump Raises $80M as AI Wealthtech Funding Surges

Photo via Jump

Venture capital and Wall Street stalwarts have poured heavily into advisor-focused AI platforms in recent months.

1 min read

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