Vanguard

ETF Upside

Vanguard Expands Fixed-Income Menu with 3 Treasury ETFs

Photo via Budrul Chukrut/ZUMAPRESS/Newscom

The firm has launched nine total fixed-income ETFs this year.

2 min read

Photo via Rafael Henrique/SOPA Images/Si/Newscom

ETF Upside

Vanguard Changes Leadership on 44 Funds, Including World’s Largest

Most of the affected Vanguard index mutual funds and ETFs have co-managers, but several are now operating under single portfolio managers.

1 min read
Photo via Connor Lin / The Daily Upside

ETF Upside

Vanguard Files for ETF Share Class Approval

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
Photo by Alex Proimos via CC BY 2.0

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

Advisor Upside

ETFs Unfazed by Market Volatility

Photo by Planet Volumes via Unsplash

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

2 min read

Industry News

Inside Goldman’s New Private-Public Model Portfolios

Photo by Ken Lund via CC BY-SA 2.0

The new products will help RIA firms tailor investments to the needs of their advisors and end clients.

2 min read

Photo via Vanguard

CIO Upside

Don’t Know Where to Start with AI? Stay Flexible.

Nearly every facet of the traditional tech stack is in flux.”

5 min read
Photo via Connor Lin / The Daily Upside

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
Photo via Connor Lin / The Daily Upside

ETF Upside

Earth to Advisors: Vanguard Expands Model Lineup

Think you’re too cool for model portfolio school? Many advisors are responding by channeling Ben Stiller’s Zoolander: “You aren’t.”

2 min read

Advisor Upside

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

Photo by JHVEPhoto via iStock

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

2 min read

Photo by Tim Mossholder via Unsplash

ETF Upside

ETF Closures Could Tick Up in Volatile Markets

ETF behemoths like Vanguard’s VOO or State Street’s SPY ain’t going anywhere, but newer products are more likely under threat of closure.

2 min read
Photo by JJ Gouin via iStock

OP-ED | Advisor Upside

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

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

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