Financial advisor news, market insights, and practice management essentials.
Smart, actionable news trusted by millions.
The Daily Upside newsletter delivers exclusive news and sharp analysis on finance and investing—all for free.
In a blockbuster third-quarter earnings report, the asset management giant said it took in net inflows of $205 billion, beating expectations.
CEO and Founder Nick Araco Jr. says AI is testing finance teams’ judgment while also exposing gaps in how CFOs assess their own leadership.
Simplify Asset Management, which has made multiple bids for Marygold, said it was approached by Marygold’s incoming CEO about a potential deal for USCF Investments after the larger entity is acquired by Madison Dearborn.
Premium ticket revenues rose 18% in the third quarter Delta reported earlier this month, while coach revenue increased 12%.
A 9.1% jump in gasoline prices from a month earlier accounted for more than half of the 0.6% monthly increase in all prices from August.
The issuer, with nearly $1 trillion in ETF assets, recently launched the Invesco Nasdaq International Innovators 100 ETF (QQI) and has plans for more.
America’s largest private sector employer told workers that it plans to expand free insurance coverage to more than 250 prescription drugs.
The last time the tech giant made a push this big into the smart home market was arguably 2014 when it debuted HomeKit.
JPMorgan, Citi Wells Fargo and Goldman Sachs reported that their collective profits were up 14% year over year to $32 billion.
The gold ETF popularity points to uncertainty in the market that extends beyond the near term.
Brian Niccol’s Starbucks move delayed former Chipotle CFO Jack Hartung’s retirement. Takeover rumors, now denied by Starbucks, hinted at a reunion with some of Niccol’s former team.
Advisors increasingly offer private market assets to clients, despite having more concerns about them than ever.
A new Datarails report suggests many finance leaders are spending substantial time checking AI outputs as pressure to expand adoption grows.
When it comes to dealmaking, AI implementation and other factors could eventually replace assets under management as a primary arbiter of value.
Still, the IMF sees the demand and investment fueled by global AI spending of up to $2.7 trillion this year could significantly boost growth.
All Things ETFs: Simplified and Actionable
Shares of major telecom companies sank last week after SpaceX announced a plan that could expand Starlink into cellular coverage.
TSMC announced last week that its third-quarter revenue came in at a record $46.7 billion, up 50% year-over-year.
With offices now in San Francisco, New York and London, Campfire’s top camper is deciding what deserves his time and the company’s money.
More than half of those on weight-loss medications worry about choosing between paying for the drugs and their retirement, and many expect their advisors to guide them.
