The Daily Upside

Advisor Upside

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

Get Used to Not Being Your Clients’ Only Wealth Manager

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2 min read
AI May Not Replace Advisors, But It Is Raising Expectations

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2 min read
Clients Could Spend $185,500 on Healthcare in Retirement. Don’t Panic

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2 min read

Big Tech

With Apple Back on Top, CEO Tim Cook Preps for Earnings Curtain Call

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Shares of Apple have risen 26% this year, enough to help it retake the market cap throne from momentary usurper Nvidia earlier this month.

2 min read

ETF Upside

ETF Odyssey Continues as Issuers Sail Toward Another Record-Breaking Year

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Launches topped 850 in the US this year alone, with single-stock and AI funds leading the charge.

2 min read

Advisor Upside

New FINRA Report Aims at Making Enforcement a Little Less Painful

Photo via Kris Tripplaar/Sipa USA/Newscom

The self-regulatory organization has already implemented or announced a number of important process changes. More could be on the way.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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AI ETFs Have Now Become a $65 Billion Market
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SpaceX Is Landing Inside ETFs. Some Might Surprise You
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Why Defense Spending Plays Extend Beyond Defense ETFs
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Think Twice Before Asking AI About Clients’ Estate Planning

Artificial Intelligence

OpenAI Models Going Rogue Fuels Debate on Cybersecurity

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The cryptocurrency market has lost half a trillion dollars in value since last Thursday, according to CoinGecko data.

1 min read

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