Exchange traded funds

Advisor Upside

New ETFs Help Clients Defer Taxes like the Super Rich

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New ETF launches are using sophisticated strategies that were once only available to the wealthy to help clients defer capital gains tax.

2 min read

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Advisor Upside

Latest ETF Taps AI Versions of Buffett, Druckenmiller

Intelligent Alpha launched a new ETF that leverages AI large-language models to mimic some of the world’s best stock pickers.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Tohamina via Freepik

Advisor Upside

Going Under the Hood of Buffer ETFs

Buffer ETFs have quickly gained momentum with 200 funds currently trading on US markets with about $37 billion in aggregate assets.

5 min read
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Advisor Upside

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

2 min read

Photo via Ray-Ban

Big Tech

Meta Looks Back to the Metaverse with Rose-Tinted Ray-Bans

By expanding its partnership with Ray-Ban, Meta is turning its attention back to building futuristic hardware.

2 min read
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CIO Upside

How CIOs Can Prepare for the Not-So-Distant Quantum Security Threat

‘What’s more concerning is that people are just waiting and doing nothing’

2 min read
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Artificial Intelligence

The Less You Know, the Better: Tech Moves Toward Data Minimization

‘At the end of the day, wherever that data is, it has to be protected’

2 min read

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