The Daily Upside

Advisor Upside

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

Do Employees Even Want Alts in 401(k)s?

Photo by Louis Velazquez via Unsplash

2 min read
Family Matters: Having Everyone at the Table Makes Clients Confident

Photo by Ahmet Kurt via Unsplash

2 min read
How Advisors Can Help Clients Weather Natural Disasters

Photo by Library of Congress via Unsplash

2 min read

Artificial Intelligence

Meta’s Muse Inspires Double-Digit Rally for CPU Stocks

Photo via Meta

Shares of Meta, meanwhile, also 11% on Monday while its Muse AI was the top downloaded mobile app in the US.

2 min read

Photo via Damon Butler

Investing Strategies

Finding Opportunity in a Shifting Investment Landscape

6 min watch
Photo via Damon Butler

Financial Planning

The Next Chapter of Active Investing

5 min watch
Photo via Nissan

Autos

Nissan Revs Up Gas/Electric with New Type of Hybrid

Hybrids made up 19% of US auto sales last month, JD Power found, selling twice as fast as gas-powered cars in the second quarter.

1 min read

Media & Entertainment

Superman, Harry Potter and a Pile of Debt: What Paramount Won in WBD Settlement

Photo via Brad Weaver

The conglomerate’s $80 billion debt load will be equal to roughly 6.5 times EBITDA, according to most estimates.

2 min read

ETF Upside

Why Are There So Many New Single-Stock ETFs?

Photo by Jametlene Reskp via Unsplash

As issuers try to stand out with niche strategies, their motivations may be more financial than product-driven.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Retirement Upside

Selling Your RIA As a Retirement Strategy? Mind the Terms

Photo by Pixabay via Pexels

The dollar figures in RIA M&A transactions are eye-popping, but that’s only part of the story.

2 min read

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