The Daily Upside

Advisor Upside

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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

Photo via VCG/Newscom

2 min read
PEPs Are Popping Seven Years After Secure Act Passage

Photo by Getty Images via Unsplash

2 min read
Millennials, Gen Z Most Likely to Jump at New Investment Trends

Photo by Loic Leray via Unsplash

2 min read

Blockchain

‘We’re Done’: Sweeping Crypto Legislation Rejected in Senate

Photo via Moe Zoyari/Sipa USA/Newscom

If passed, the more-than-600 page Clarity Act would split crypto oversight authority between the SEC and the CFTC.

2 min read

Markets

Bond Yields at 2007 Levels Undermine 60/40 Portfolio Rationale

Photo via Graeme Sloan/Sipa USA/Newscom

The rout has been caused by energy shocks, surging US government debt, inflation and capital investment the size of national GDPs.

2 min read

ETF Upside

Rob Arnott’s Firm Has an Out-of-This-World New Name

Photo via Planet Volumes

Research Affiliates, which recently sold its RAFI Indices business to TMX, just had a major brand overhaul.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo via Vincent Isore/ZUMAPRESS/Newscom

The Anthropic IPO is Almost Here. What Can Investors Learn from SpaceX?
Photo by Markus Winkler via Unsplash

Should Spot Bitcoin Products Be Called ETFs? Some Say No
Photo by Annie Spratt via Unsplash

Will Hourly Resets Seriously Spice Up Leveraged ETFs?
Photo by Getty Images via Unsplash

Biotech Is Popping. No One Seems to Care.

Advisor Upside

Dimensional’s David Booth Discusses the State of ETFs, Investing and More

Photo via Dimensional Fund Advisors

The asset management industry has come a long way since Dimensional Fund Advisors was founded by a small team of academics at the University of Chicago.

4 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.