The Daily Upside

Advisor Upside

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

Harrison Street Opens Interval Fund Auction to Ease Liquidity Pressures

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2 min read
Advisor Interest in Long-Short SMAs Nearly Doubles

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2 min read
Most Clients Feel Guilty About Their Spending. Should They?

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2 min read

Photo via Abbott

Consumer

Abbott Introduces America’s First Liquid Baby Formula With Whole Milk

The benefit of whole milk-based baby formula is that it more closely mirrors the fat blend found in breast milk than powdered baby formula.

1 min read
Photo by Emiliano Vittoriosi via Unsplash

Artificial Intelligence

OpenAI Notches $1 Billion Ad Milestone

OpenAI has been slowly introducing ads to users’ chat boxes since launching them less than a year ago, but the reaction has been mixed.

2 min read
Photo via imageBROKER/Alex Grichenko/Newscom

Energy

New US, Iran Strikes Highlight Shrinking US Oil Reserves

With US crude reserves at a 40-year low, oil markets are braced for supply shocks and rising prices as the US-Iran War heats up.

2 min read

ETF Upside

Index Funds Celebrate Their 50th Birthday

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Boring won. On the 50th anniversary of the index fund, a look at how “Bogle’s Folly” became the dominant force in American investing.

2 min read

Economics

Why Is the Job Market so Tough for Younger Workers?

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

The rise of remote work has made training more challenging and could be hurting young workers chances against better-trained generations.

5 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Amber Waves of Grain Are Up By 28%
Photo via Burt Granofsky/Cal Sport Media/Newscom

What’s the Deal with Long-Term Treasurys?
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Why Northern Trust Nixed the FlexShares Name
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T. Rowe Price Bets Big on Fixed Income With F/m Deal

Consumer

Best Buy Hikes Outlook After Hot Summer Quarter

Photo via Weston Hancock / SOPA Images/Sipa USA/Newscom

Despite tariff chaos, soaring electronics prices, and deflating consumer sentiment, Best Buy just delivered a strong beat.

2 min read

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Retirement Upside

What’s All That Retirement Money For, Anyway?

It’s all too easy for ultra-affluent clients to lose perspective on what matters most.

2 min read
Photo via Rafael Henrique/ZUMAPRESS/Newscom

Advisor Upside

What’s Behind Vanguard’s Deal to Buy Altruist?

It’s the latest step in CEO Salim Ramji’s plan to move Vanguard beyond low-cost asset management and into financial advice.

2 min read
Photo via Revolution Medicines

Healthcare

RevMed’s Life-Saving Pancreatic Cancer Drug Wins Early FDA Approval

2 min read

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