mutual funds

Advisor Upside

How Advisors Plan on Exposing Clients to SpaceX

Photo by Anirudh via Unsplash

Everyone wants a piece of the action. What’s the best way to invest in the Elon Musk-led company?

2 min read

Photo via Nexpher Images

Advisor Upside

Wellington’s $1.9B Deal to Buy Hartford Funds

As asset managers look to scale quicker, consolidation has become the name of the game.

2 min read
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ETF Upside

Have We Been Looking at Active Performance All Wrong?

Researchers argue SPIVA’s methodology isn’t fully aligned with what investors actually experience when they allocate to active mutual funds and ETFs.

2 min read
Photo by Vladislav Klapin via Unsplash

ETF Upside

How ETF Issuers Are Expanding Outside the US

Janus Henderson is the latest manager to look across the pond.

2 min read

Industry News

Inside Goldman’s New Private-Public Model Portfolios

Photo by Ken Lund via CC BY-SA 2.0

The new products will help RIA firms tailor investments to the needs of their advisors and end clients.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Ljupco via iStock

OP-ED | Advisor Upside

7 Deadly Investing Sins Clients Make

Never underestimate the all-too-human instinct to believe anything we want.

5 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

How Low Can You Go? Vanguard Slashes Fees on 87 Funds

The asset manager said the largest price reduction in its history could save investors more than $350 million this year alone.

1 min read
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Advisor Upside

ETFs Have Dominated for Decades. What’s Next?

ETFs have steadily chipped away at market share of the almighty mutual fund, but the wrapper still has room to grow.

2 min read

Advisor Upside

JPMorgan Wants In on the Great White North

Photo by Wladyslaw via CC BY-SA 3.0

The bank’s asset management arm has made two ETFs available on the Toronto Stock Exchange, and plans to grow staff in Canada.

1 min read

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