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

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

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2 min read
Retiring Advisors Push M&A Deals to $2.5T

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2 min read
Secondary Market for Life Insurance Merits Second Look From Advisors

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2 min read

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ETF Upside

BlackRock Becomes First Mega Issuer to Launch Covered Call Bitcoin ETF

The fund aims to provide exposure to bitcoin while generating monthly income through an actively managed options strategy.

2 min read
Photo via BONNIE CASH/UPI/Newscom

Autos

Lockheed Martin, General Motors Join Forces to Rebuild America’s Arsenal

GM’s growth capacity has become strained in recent years, in part due to uncertainty around the future of electric vehicle demand.

1 min read
Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

ETF Upside

Fidelity Joins Mad Dash into ETF Share Classes

The asset manager is launching three new share classes as the line between mutual funds and ETFs grows blurrier.

2 min read

Markets

Investor FOMO, ETF ‘Feeding Frenzy’ Fuel SpaceX’s Skyrocketing Price

Photo via M10s/ZUMAPRESS/Newscom

The shares sold in last week’s IPO represented just 5% of its outstanding stock, leaving retail investors clawing for the limited float

2 min read

ETF Upside

Behind the TMX Deal to Buy RAFI Indices From Research Affiliates

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The acquisition adds some 90 indices to VettaFi’s roster and more than triples the firm’s indexed assets.

1 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Hyperliquid ETFs Are Here. Should Advisors Buy the HYPE?
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SpaceX IPO Could Launch an ETF Buying Bonanza
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Northern Trust Becomes Latest Firm to Apply for ETF Share Classes
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Keith Fitz-Gerald’s New ETF Is Betting Against Diversification

Advisor Upside

Diversification Is Better than a Free

Photo illustration by Connor Lin / The Daily Upside, Photos by Tohamina/Freepik, Rodworks/iStock, and Banphote Kamolsanei/iStock

Owning a broad basket of investments may be the only way to reduce a portfolio’s risk, without simultaneously reducing its expected returns.

3 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by AdMedia/SIPA and IMAGO/Zoonar/Marco Brivio via Newscom

Economics

Can Kevin Warsh Tame the Fed’s $6.7 Trillion Balance Sheet?

4 min read
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Retirement Upside

The Social Security Trustees Report Looks Gloomy. Don’t Let Clients Panic

There’s plenty to be concerned about in the 2026 report, but advocates believe reforms are coming.

2 min read
Photo via Ruaridh Stewart/ZUMAPRESS/Newscom

Energy

The White House, Again, Says the Iran War Will Soon End as the US Stakes a Bigger Claim in Global Energy Exports

Experts, officials, and executives have warned that, even if the US and Iran patch things up, oil markets will take until 2027 to normalize.

2 min read

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