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

Schwab Says Wealth Expansion Won’t ‘Bump Into’ RIAs’ Clients

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2 min read
Buffer ETFs the Real Winners in Active Management, Goldman Says

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2 min read
Can Clients Have Principles and Performance? Younger Generations Think So

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2 min read

Artificial Intelligence

As Anthropic Files for IPO, AI Savings Disappoint America’s C-Suites

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40% of nearly 1,000 major companies surveyed by Bain & Company found cost reductions from AI use of just 10% or less.

2 min read

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Semiconductors

Nvidia Introduces PCs Made for Agentic AI Power-Users

Running AI agents around the clock can consume hundreds of millions, or even billions, of tokens (units of data) a week.

1 min read
Photo via Taylor Morrison

Finance

New Berkshire Chief’s Big Deal Gets Cool Reception from Investors

The deal is Berkshire’s first major deal under Greg Abel, who pledged to maintain Warren Buffett’s stoic commitment to value hunting.

2 min read
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ETF Upside

‘VOO and Chill’ Pushes Vanguard S&P 500 ETF Toward Record $1T

The fund would become the first ETF to hit the trillion-dollar milestone.

1 min read

ETF Upside

Thematic AI Funds Are Booming. Is Quantum Computing Next?

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Quantum computers, which could handle massive calculations faster than current systems, are expected to make a big impact.

2 min read

Advisor Upside

Your Practice Isn’t Worth What You Think. Here’s Why

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The issue isn’t the number. It’s the lens being used to arrive at it.

4 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Retirement Upside

Retirement Anxiety Is Real, But Confidence Is Growing

Fidelity IRA contributions jumped 29% year over year in the first quarter, a record increase.

2 min read
Photo via Neros Technologies

Industrials

Potential Pentagon Investments Propel Drone Manufacturers Skyward

The Pentagon has been slow to invest in drones, stifling the sector’s ability to ramp up in the US. Now, it’s playing catch-up.

1 min read
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Retirement Upside

Advisors Without Estate Planning Could Let ‘Money Walk Out the Door’

The shift from attorney- to advisor-driven estate planning means firms need to upgrade their offerings — or get left behind.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Fee Wars Are Changing Which ETFs Go to Market. Here’s How
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How Institutional Investors Are Reshaping the ETF Industry
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A Blank Slate: Jan van Eck Talks 20 Years of ETFs
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Have We Been Looking at Active Performance All Wrong?

Consumer

Costco Profit Tops Wall Street Expectations as Deals Lure Inflation-Weary Consumers

Photo via Ioannis Alexopoulos/ZUMAPRESS/Newscom

The retailer has now seen year-over-year visit growth for six consecutive months through April, according to data analytics firm Placer.AI.

2 min read

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