The Daily Upside

Advisor Upside

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

The Outsiders: Why So Many Financial Planners Are in Their Second Careers

Photo illustration by Connor Lin / The Daily Upside

4 min read
New AI Tool Aims to Replace Advisors

Photo by Rob Hampson via Unsplash

2 min read
Tend Your Garden: RIA Founders Can Struggle With Life Outside of Work

Photo by Resume Genius via Unsplash

2 min read

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

Artificial Intelligence

The Gig’s Up: Robotaxis, Delivery Drones Reshape the Side-Hustle Market

One study from George Washington University found that the transition to robotaxis could “decrease frontline jobs by 57% to 76%.”

4 min read
Photo by Tim Gouw via Unsplash

Retirement Upside

For Professional Athletes, Retirement Is a New Beginning

Retirement is usually thought of as something older workers go through, but it’s also a fact of life for professional athletes no longer at the top of their game.

2 min read
Photo via Yichuan Cao/Sipa USA/Newscom

Technology

Cybersecurity Stocks Soar Amid Mounting Concern Over AI Hacks

Both OpenAI’s Sam Altman and Anthropic’s Dario Amodei urged the United Nations Security Council this week to adopt new AI safety standards.

1 min read

Retirement Upside

Worth Waiting For? The Many Factors in Social Security Claiming

Photo by Greggory DiSalvo via iStock

Most people know waiting leads to bigger Social Security checks, but nearly half still plan to claim early.

2 min read

Advisor Upside

Let’s Wrap: ProShares CEO Michael Sapir Talks Expanding Beyond ETFs

Photo via ProShares

The issuer, which surpassed $100 billion in assets last year, is preparing for another aggressive expansion of its product lineup.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Getty Images via Unsplash

Sports Betting Looks for a Parlay Into Funds
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SEC Gives a Nod to Nocturnal Traders
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Higher Rates Push Investors to Short and Intermediate Bond Funds
Photo by Jametlene Reskp via Unsplash

Why Are There So Many New Single-Stock ETFs?

Banking

Goldman Leads Bidding for $37 Billion Palmer Square, a CLO Powerhouse

Photo via Bianca Otero/ZUMAPRESS/Newscom

CLOs allow investors to potentially get higher-than-average returns in exchange for taking on greater default risk.

2 min read

Photo via Damon Butler

Investing Strategies

Finding Opportunity in a Shifting Investment Landscape

6 min watch
Photo via Damon Butler

Financial Planning

The Next Chapter of Active Investing

5 min watch
Photo by Louis Velazquez via Unsplash

Advisor Upside

Do Employees Even Want Alts in 401(k)s?

Some lawmakers are questioning whether the majority of demand is coming from investors or the industry.

2 min read

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