The Daily Upside

Advisor Upside

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

‘Die with Zero’ May Be Unrealistic, But That’s Not Stopping Retirees From Trying

4 min read
Why Investor Returns Don’t Always Match Fund Performance

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2 min read
Fidelity AUM Nears $8T Riding ‘Perfect Storm’ of Retail Investors

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1 min read

Equities

Buffett’s Successor at Berkshire Puts Mammoth Cash Pile to Work

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With new CEO Greg Abel now more than seven months into the job, it appears that investors still consider Berkshire Hathaway old reliable.

2 min read

ETF Upside

Here’s Where Active Investing Is Actually Beating Passive

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About half of small- and mid-cap stock-pickers beat passive indexes this year, but the large-cap wins remained mostly out of reach.

2 min read

Retirement Upside

End of Part D Subsidies Raises Stakes for Medicare Enrollment

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Federal grants have helped keep Medicare Part D prescription drug costs down, but they’re set to end next year.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Image Credit: iStock, AdamParent

BlackRock’s Treasury Fund TLT Falls to 22-Year Low
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Get Ready for More SpaceX in ETF Orbits
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Should Anyone Be Allowed to Buy Leveraged ETFs?
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How Issuers Are Solving the Dual Share Class Puzzle

Hedge Funds

Citadel’s Flagship Fund Delivers Standout Gains After Buying Situational’s Distressed Book

Photo via IMAGO/Kobe Li/IMAGO/Nexpher Images/Newscom

Snapping up most of Situational Awareness’s public equities portfolio proved a near-immediate coup for Citadel, whose flagship fund rose 5.9%.

2 min read

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