Vanguard

Advisor Upside

Vanguard Flips the Script on 60/40 Rule

Photo by Jason Briscoe via Unsplash

The investment company says advisors and investors should break from the traditional strategy and take on more defensive positions this year.

2 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

Inside Vanguard’s Latest Push Into Financial Advice

The $10 trillion asset manager is restructuring itself with an eye towards its wealth management business.

2 min read
Photo via Connor Lin / The Daily Upside

Finance

Asset Management Giant Vanguard Carves Out New Wealth Management Division

The move marks the biggest restructuring at the world’s second-largest money manager in more than ten years.

2 min read
Photo by JHVEPhoto via iStock

Advisor Upside

Can ETFs Break Into the $7.4T 401(k) Industry?

More than 30 asset managers are asking regulators for permission to offer mutual fund share classes that can fit into retirement accounts.

2 min read

Advisor Upside

Franklin Templeton Doubles Down on Alts

Photo by BalkansCat via iStock

The California firm appointed George Stephan to the new position of Global COO of Wealth Management Alternatives.

1 min read

ETFs

The Vanguard Patent Shaking Up the Fund Industry

Photo illustration by Connor Lin / The Daily Upside, Photo via Freepik

Nearly 50 years ago, Vanguard disrupted the investing world by launching the first index fund for individual investors. Now comes the sequel.

5 min read

Photo by Djkeddie via CC BY-SA 4.0

Advisor Upside

Schwab Wants in on Vanguard’s ‘Massive’ Share-Class Edge

2 min read