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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

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2 min read
PEPs Are Popping Seven Years After Secure Act Passage

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2 min read
Millennials, Gen Z Most Likely to Jump at New Investment Trends

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2 min read

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Consumer

Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

Simon Property Group, has outperformed the S&P 500 this year. The company’s shares hit a record high over the summer not seen since 2016.

1 min read
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Healthcare

No Mo’ Nordisk: Ozempic Maker Rebrands as Novo, Promises New Culture

The name change arrives with Novo shares down 15% in 2026, despite the propitious launch of the oral version of its obesity drug Wegovy.

2 min read
Photo via Vincent Isore/ZUMAPRESS/Newscom

Artificial Intelligence

Will Doomsayers Derail Anthropic’s Mega IPO?

Anthropic’s S-1 filing with the SEC is expected to be released publicly in the coming days or weeks, and it will likely face new scrutiny.

2 min read

ETF Upside

BlackRock, Vanguard, Fidelity Keep Gobbling Up Market Share

The three firms now manage 52% of assets among the largest 150 fund companies, up from 43% a decade ago.

2 min read

Real Estate

Post-Pandemic, ‘Living at the Office’ Takes on New (and Lucrative) Meaning

Photo illustration by Connor Lin / The Daily Upside

Are extreme office makeovers truly a solution to the housing shortage synonymous with life in large US cities today?

5 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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The Anthropic IPO is Almost Here. What Can Investors Learn from SpaceX?
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Should Spot Bitcoin Products Be Called ETFs? Some Say No
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Will Hourly Resets Seriously Spice Up Leveraged ETFs?
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Biotech Is Popping. No One Seems to Care.

Real Estate

US Home Sales Hit 14-Month Low as Borrowing Costs Bite

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The 30-year fixed mortgage rate has topped 7% for the first time since May 2025, prolonging a months-long trend eroding US home sales.

2 min read

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