The Daily Upside

Advisor Upside

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

Why Schwab Hiked Minimum Assets to $5M for Client Referral Program

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2 min read
Money Markets Are Still Having a Moment

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2 min read
Why Goldman Is Expanding Investor Access to Private Markets

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2 min read

International Economics

O, Canada: Trade Faceoff With US Snarls Automobile, Steel Markets

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The US on Saturday placed 50% tariffs on roughly $20 billion worth of Canadian imports including wine and hockey equipment.

2 min read

Healthcare

Wells Fargo Conceives a High Rating for the Fertility-Benefits Biz

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1 min read

Advisor Upside

Alts Are Here. Now, It’s Time to Diversify

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Equity market-neutral strategies, commodities and managed futures funds are some of Morningstar portfolio manager Amy Arnott’s top picks.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Volatility Shares Takes a Slap Shot on NHL ETFs
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New ETF Issuers Are Chipping Away at BlackRock, Vanguard, State Street Dominance
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Issuers Have Launched Over 500 Options-Based ETFs Since 2024
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Leveraged ETF Craze Turns Its Sights to Other Funds

Cryptocurrency

Bitcoin Bears Get Short-Squeezed by Rebounding Crypto Optimism

Photo via Moe Zoyari/Sipa USA/Newscom

A comeback that squeezes out short sellers could make investors less likely to doubt the digital asset going forward.

2 min read

Photo via Michele Eve Sandberg/Sipa USA/Newscom

Consumer

For Walmart Investors, Sagging Same-Store Sales Growth Overshadows Bottom-Line Beat

2 min read
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Retirement Upside

The Insurance Conversations Younger Clients Need to Have

Financial conversations often focus on accumulation, but protection also matters in a holistic plan.

2 min read
Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

Advisor Upside

What’s Behind the SEC’s New Crypto Proposal?

The rules aim to provide a clear framework for certain investment contracts involving crypto assets.

1 min read

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