The Daily Upside

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Financial advisor news, market insights, and practice management essentials.

Why Goldman Is Expanding Investor Access to Private Markets

Photo via Thomas Fuller/ZUMAPRESS/Newscom

2 min read
As Bubble Fears Percolate, Advisors Are Bracing for a Crunch

4 min read
Data Centers Are the Wizards of Alts. Here’s What’s Behind the Curtain

Photo by Zyanya Citlalli via Unsplash

2 min read

International Economics

O, Canada: Trade Faceoff With US Snarls Automobile, Steel Markets

Photo via Xinhua/Sipa USA/Newscom

The US on Saturday placed 50% tariffs on roughly $20 billion worth of Canadian imports including wine and hockey equipment.

2 min read

Artificial Intelligence

Anti-Data-Center Fever Sweeps America, Stalling Construction

Photo via Jim West/UCG/Universal Images Group/Newscom

The massive data center buildout is a salient political issue ahead of this year’s midterm elections, one flagged on both sides of the aisle.

2 min read

Retirement Upside

Does Having Kids Actually Make Retirement Less Scary?

Photo by PeopleImages via iStock

Childless Americans are more worried about life after work than parents.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Getty Images via Unsplash

Volatility Shares Takes a Slap Shot on NHL ETFs
Photo by Astrid Schaffner via Unsplash

New ETF Issuers Are Chipping Away at BlackRock, Vanguard, State Street Dominance
Photo via Image of Sport/Newscom

Issuers Have Launched Over 500 Options-Based ETFs Since 2024
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Leveraged ETF Craze Turns Its Sights to Other Funds

Retirement Upside

The Insurance Conversations Younger Clients Need to Have

Photo by Jacob Wackerhausen via Unsplash

Financial conversations often focus on accumulation, but protection also matters in a holistic plan.

2 min read

Photo via Income Lab

Retirement Upside

The AI-Powered Income Planning Revolution Has Arrived

The financial planning tools advisors rely on are evolving from recommendation engines to direct advice enablement, which could help both advisors and their clients.

4 min read
Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

Advisor Upside

What’s Behind the SEC’s New Crypto Proposal?

The rules aim to provide a clear framework for certain investment contracts involving crypto assets.

1 min read
Photo via Imagine China/Newscom

Artificial Intelligence

Just How Useful Are Human-Looking Robots? Very, Unitree Robotics Investors Hope

Shares of the Chinese robotics company skyrocketed 460% when it debuted on Shanghai’s STAR market on Wednesday.

1 min read

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