Vanguard

Advisor Upside

Vanguard, Envestnet Team Up to Curb Tax Risks on Model Portfolio Conversions

Photo via Rafael Henrique/ZUMA Press/Newscom

Many advisors have been reluctant to move legacy portfolios into standardized models because doing so risks significant capital gains taxes.

2 min read

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

Advisor Upside

Are Advisors Rethinking Index Investing?

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

4 min read
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ETF Upside

Global ETF Assets Hit Record $23T in May

Industry inflows also surpassed last year’s record of $739 billion over the same time period.

1 min read
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Advisor Upside

Clients May Have More Stashed in 401(k)s Than You Think

Average account balances have reached record highs, according to Vanguard’s annual report published this week.

1 min read

Advisor Upside

Fidelity Joins BlackRock, Vanguard in Offering Annuities in 401(k) Plans

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2 min read

Photo via Budrul Chukrut/ZUMAPRESS/Newscom

ETF Upside

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

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

ETF Upside

‘VOO and Chill’ Pushes Vanguard S&P 500 ETF Toward Record $1T

Photo via Rafael Henrique/SOPA Images/Si/Newscom

The fund would become the first ETF to hit the trillion-dollar milestone.

1 min read

Advisor Upside

Why Morningstar’s Christine Benz Isn’t a Fan of Alts in 401(k)s

Photo via Morningstar

The asset class can play an important role in portfolios, she noted, but that doesn’t mean they’re vital in 401(k) plans.

3 min read

Photo via Thomas Fuller/ZUMAPRESS/Newscom

Advisor Upside

Vanguard Joins Invesco in Race to Offer Bond Ladder ETFs

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

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