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

Diversification Is Better than a Free

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

3 min read
ETF Issuers Are Running Their Own SpaceX Race Ahead of Blockbuster IPO

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2 min read
Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t

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2 min read

Economics

Wall Street Is Preparing for Kevin Warsh’s First FOMC Meeting as Head of the Fed

Photo via Daniel Torok/White House/Newscom

2 min read

ETF Upside

Schwab Follows Vanguard With Fee Cuts on 4 ETFs

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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

Retirement Upside

LPL Lawsuit Raises Questions About Annuity Monitoring

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However the lawsuit shakes out, many retirement experts think advisors should be monitoring policies they’ve sold in the past.

2 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

Just How Good Are Advisors at Easing Retirement Worries?

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A new report shows advisors are quite effective at turning around clients’ sentiments about common retirement fears.

2 min read

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