Vanguard

Advisor Upside

Inside the Interval Fund from Vanguard, Blackstone, Wellington

Photo by Roman Tiraspolsky via iStock

The announcement follows similar plans by prominent asset managers like State Street, Apollo, KKR and Capital Group.

2 min read

Photo by Ken Lund via CC BY-SA 2.0

Industry News

Inside Goldman’s New Private-Public Model Portfolios

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

ETF Upside

Earth to Advisors: Vanguard Expands Model Lineup

Photo via Connor Lin / The Daily Upside

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

Dual-Share Classes Are Coming. Why It Matters.

Photo illustration by Connor Lin / The Daily Upside, Photos by Happyphoton, Wavebreakmedia, and Olegback via iStock

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

Photo via Connor Lin / The Daily Upside

Advisor Upside

Vanguard Pushes Ahead with Another Active ETF

The firm is nearing a dozen actively managed exchange-traded funds in its lineup.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Finance

Fund Shops Are Pouncing on Vanguard’s ETF-Mutual Fund Structure

There are 53 fund shops asking permission from the SEC to tack on classes of mutual fund or ETF shares using a multi-share class structure.

5 min read
Photo by Pressmaster via Pexels

Advisor Upside

Why Investors May Get ‘Hot-Blooded’ for Foreign Investments

It doesn’t pay to be “Cold as Ice” toward international stocks and bonds, according to advisors.

4 min read

Advisor Upside

The Most ‘Wealth-Destroying’ Funds Are ETFs: Morningstar

Photo by Jp Valery via Unsplash

Among the 15 worst-performing funds in new research, a baker’s dozen turned out to be exchange-traded funds.

2 min read

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