Vanguard

Advisor Upside

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

Photo by Hapabapa via iStock

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
Photo by Markus Winkler via Unsplash

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

Instead of Chasing Alpha, Here Are 4 Ways to Pick the Low-Hanging Apples

Many investors deploy sophisticated strategies (that will likely underperform) while leaving the low-hanging fruit to rot.

4 min read
Photo via Gado Images

ETF Upside

BlackRock’s New ETF Goes Long on Emerging Market Bonds. Not Everyone Agrees

The world’s largest asset manager launched an active fund, the iShares $ EM Bond Active Ucits ETF, in April.

2 min read
Joseph Davis, Vanguard’s global chief economist and global head of the Investment Strategy Group.

Advisor Upside

Vanguard’s Joe Davis on AI and the ‘Second Half of the Chessboard’

While predicting the future of the global economy is anybody’s guess, today’s normal is unlikely to continue.

6 min watch

Advisor Upside

VOO Becomes First ETF to Top $700 Billion in Assets

Photo via Thomas Fuller/ZUMAPRESS/Newscom

The development illustrates Vanguard’s ongoing dominance in ETFs as well as client demand for low-cost, passive strategies.

11 min watch

Photo by Andrea Natali via Unsplash

ETF Upside

Rich Investors Eschew Financial Advice, Trade ETFs Frequently

Wealthier people are less likely to value financial advice, but there are consequences to trading ETFs outside of advisory relationships.

2 min read
Photo via Thomas Fuller/ZUMAPRESS/Newscom

Markets

Fine Print: ETFs Born in Banner Year May Lack Staying Power

Issuers are pumping out funds to meet investor demand, but there’s a growing risk that many of the new ETFs will have short shelf lives.

2 min read
Photo illustration by Connor Lin / The Daily Upside

Advisor Upside

Playing the Benchmarking Game With Allan Roth

Benchmarking portfolios is part science and part judgment, which makes it susceptible to bias. Fortunately, there are ways to limit that.

4 min read

Advisor Upside

Vanguard Made a Single Acquisition. Now, It’s Getting Sued

Photo via Rafael Henrique/ZUMAPRESS/Newscom

The complaint alleges Vanguard acted in bad faith by thwarting certain business deals post-acquisition.

2 min read

Photo via Budrul Chukrut/ZUMAPRESS/Newscom

ETF Upside

Vanguard Expands Fixed-Income Menu with 3 Treasury ETFs

The firm has launched nine total fixed-income ETFs this year.

2 min read
Photo via Rafael Henrique/SOPA Images/Si/Newscom

ETF Upside

Vanguard Changes Leadership on 44 Funds, Including World’s Largest

Most of the affected Vanguard index mutual funds and ETFs have co-managers, but several are now operating under single portfolio managers.

1 min read
Photo via Connor Lin / The Daily Upside

ETF Upside

Vanguard Files for ETF Share Class Approval

The company on Wednesday joined the ranks of fund managers that have filed for exemptive relief to offer ETF share classes of mutual funds.

2 min read

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