The Daily Upside

Advisor Upside

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

More Women are CFPs. Why Hasn’t Representation Budged?

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2 min read
When Business-Owning Clients Should Fire Their Kids

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2 min read
Advisors Grow Their Tech Stacks as Clients Demand More

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2 min read

Industrials

GE Aerospace Makes $12B Play in Clogged Market for Cast Metal Parts

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For GE Aerospace the acquisition represents a critical chance to it expand its own production capacity amid booming demand.

2 min read

Thematics & Sectors

Investing in an Electrification ETF? Figure Out Its Angle First

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ETF issuers approach electrification differently, focusing on materials, EVs, utilities or big energy companies.

2 min read

Advisor Upside

Five Signs It’s Time to Reduce Equity Exposure

We’ve all heard of having too much of a good thing, and the stock market’s near four-year bull run has been a really, really good thing.

3 min read

Photo illustration by Connor Lin / The Daily Upside, Photo via Chelsea Blair/Sipa USA/Newscom

Big Tech

Say Hello to the New CEO. Where Will John Ternus Lead Apple?

New Apple CEO John Ternus can leverage Steve Jobs’ legacy of design elegance and Tim Cook’s emphasis on premium pricing. What’s his next step?

5 min read
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Retirement Upside

People Are Treating This Retirement Tool Like an ATM

Employees are getting better at saving into HSAs but they’re leaving money on the table by not investing it.

2 min read
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Consumer

Severe US Cattle Shortage Eats Into Meatpacker Tyson’s Earnings

The 28.5 million beef cows as of July 1 marked the lowest headcount since tracking began in 1971 and represented a 1% year-over-year decline.

1 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Will Hourly Resets Seriously Spice Up Leveraged ETFs?
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Biotech Is Popping. No One Seems to Care.
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Why Issuers Are Betting on the AI Trade Going Global
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Index Funds Celebrate Their 50th Birthday

Retirement Upside

Planning Matters: Well-Prepared Retirees Are Too Blessed to Be Stressed

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Inflation is among retirees’ top concerns, but those with plans are less likely to fret, a new survey found.

2 min read

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