The Daily Upside

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

BlackRock Takes On Invesco, State Street With New Nasdaq-100 ETF

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2 min read
Should Advised Clients Automatically Become Accredited Investors?

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2 min read
Long-Short SMAs Aim to Keep the Tax Losses Flowing

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2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Shaina Benhiyoun, Weston Hancock, Erica Denhoff, IMAGO/JOERAN STEINSIEK, and Kenya Sumiyoshi via Newscom

Media & Entertainment

Major League Soccer Snatches Victory From World Cup Despite US Team’s Loss

The US men’s national soccer team’s World Cup performance is likely to have significant impact on broadcasters and high-flying investors.

6 min read
Photo by Nico Smit via Unsplash

Retirement Upside

What’s the Magic Retirement Number? Check Your Clients’ ZIP Code

Required nest eggs vary state to state, sometimes by hundreds of thousands of dollars, according to new research.

2 min read
Photo via imageBROKER/Iuliia Dombrovskaia/Newscom

Consumer

Slowing Costco Sales Growth Unnerves Investors

Shares in the membership-based retailer fell 4.1% on Thursday after a June sales update failed to meet Wall Street’s lofty expectations.

1 min read

Retirement Upside

The Medicare Myths Costing Retirees Thousands

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They can result in many thousands of dollars in excess costs and even jeopardize access to care in the worst cases.

2 min read

ETF Upside

Why State Street’s SPYM Is Treasury’s Top Choice for Trump Accounts

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A handful of products were selected for the new government-sponsored accounts, including products from Vanguard and BlackRock.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Semiconductors Power 2026’s Top ETF Performers
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SEC’s Interest in Novel ETFs Could Become a ‘Reality Check’
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Comcast’s Spinoff Highlights a Growing Divide in Telecom ETFs
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Standing Out From the Single-Stock ETF Crowd

Banking

Wall Street Banks Weigh Buying Card Payment Network to Escape Fee Caps

Photo by Robb Miller via Unsplash

The Electronic Payments Coalition has said issuers have lost tens of billions in revenue because of the interchange fee cap.

2 min read

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