The Daily Upside

Advisor Upside

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

Third-Party 401(k) Access Tools Banned in Missouri

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2 min read
Post-Acquisition, RIAs Better Ensure Compliance, SEC Hints

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2 min read
Dynasty CEO Shirl Penney: Focus on Being Unique in a Complex World

Photo via Damon Butler

3 min read

Markets

Bye Bye $2.5 Trillion: Post-Midterm ‘Momentum Unwind’ Fears Ignite Mammoth AI Selloff

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Wall Street’s best-known gauge of market anxiety, the CBOE Volatility Index, rose nearly 70% in its biggest jump in 18 months.

2 min read

Retirement Upside

Managed Accounts Help in Down Markets, but There’s More to It

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There are pros, cons and a lot of nuance when it comes to personalized portfolios, Morningstar’s Jack VanDerhei found.

2 min read

Thematics & Sectors

It’s Been a Sweet Year for Sugar Investors

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Weather patterns, politics and oil have pushed sugar prices up almost 20% in 2026.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Dividend ETFs Attract Strong Flows as Investors Diversify
Photo via Spencer Jones/Plexi Images/GHI/UCG/Universal Images Group/Newscom

Franklin Templeton’s New ETFs Drip-Feed Investors Bitcoin
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State Street Rolls Out 401(k)-Friendly Share Class of SPYM
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SEC to Focus on Conflicts, Complex Products, Private Markets in 2027 Exams

CFO Upside

How CFOs Can Handle Employees’ Expensive Taste in AI

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GENCFO founder Chris Argent and Trintech CFO Omar Choucair share how AI is testing finance leaders’ authority and spending discipline.

3 min read

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