Vanguard

Advisor Upside

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

Photo by Pressmaster via Pexels

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

4 min read

Photo by Jp Valery via Unsplash

Advisor Upside

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

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

2 min read
Photo by AlphaTradeZone via Pexels

Advisor Upside

RIAs Warm Up to ETFs Not Labeled Vanguard, BlackRock or State Street

New issuers are gaining market share among RIAs, who are looking for niche funds to diversify their holdings.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Vanguard Took the ETF Asset Crown. Here’s Why It Matters

The changing of the guard is proof that retail and advised clients, with much longer time horizons, are prioritizing low-cost passive funds.

2 min read

Finance

A Trillion Reasons Fidelity Wants to Offer Investors Everything

Photo by Hapabapa via iStock

In its annual investment report published on Tuesday, Fidelity said its assets under management increased by a titanic $1 trillion in 2024.

2 min read

Advisor Upside

Why Vanguard Took a $106M SEC Fine For Lowering Its Minimums

Photo by Krblokhin via iStock

The SEC charged the asset manager with misleading clients over changes to its retirement funds, leading to higher tax bills for investors.

1 min read

Photo by Jason Briscoe via Unsplash

Advisor Upside

Vanguard Flips the Script on 60/40 Rule

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

Advisor Upside

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

Photo by JHVEPhoto via iStock

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

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.