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Advisor Upside

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

It’s Complicated: Issues with Private Assets Aren’t Deterring Advisors

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2 min read
RIA, M&A and AI: Acronyms with Something in Common

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2 min read
Clients on GLP-1s Are Making Weighty Financial Decisions

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2 min read

Banking

Wall Street’s Big Gains Met with Muted Reception

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JPMorgan, Citi Wells Fargo and Goldman Sachs reported that their collective profits were up 14% year over year to $32 billion.

2 min read

ETF Upside

Why Gold ETF Inflows Surged Even as the Metal’s Price Fell

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The gold ETF popularity points to uncertainty in the market that extends beyond the near term.

2 min read

ETF Upside

Getting a Little Defensive? Investors Tiptoe into Utilities, Low-Vol Funds

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September flows into low-vol funds, bonds and defensive sectors suggest investors could be playing it safe — or just playing with shortselling.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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ETFs on Track to Outnumber Mutual Funds Early Next Year
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More ETFs Get Political, Investing Like Insiders
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Why Buffer ETFs Persist in a Sea of Single-Stock Funds
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Now Boarding: Single-Country ETFs

Technology

Quantum is Poised for a Commercial Leap, Investors Have Noticed

Photo illustration by Connor Lin / The Daily Upside

Quantum computing is poised for key commercial breakthroughs and Wall Street investors have started to notice.

4 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Feedough and Henvry via iStock

Advisor Upside

Rise of the Machines? Not So Fast for Financial Advisory Jobs

Younger advisors regard AI with hope and trepidation, but some note that AI can’t hold a client’s hand. Still, earning a 1% fee may require more in the future.

3 min read
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Retirement Upside

Don’t Take the ‘Heartbreak Express’ to Estate Disputes

Not every estate planning dispute is avoidable, but a solid plan and proactive communication can help prevent the worst outcomes.

2 min read
Photo via Timon Schneider/ZUMAPRESS/Newscom

Hedge Funds

After Headline-Making Losses in 2022, Tiger Global Touts a $5 Billion Windfall on an OpenAI Bet

The firm invested $150 million in Sam Altman’s company back in 2021 before ChatGPT launched and has added to the investment over the years.

1 min read

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Sharp news & analysis on finance, economics, and investing.