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Advisor Upside

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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

Photo via VCG/Newscom

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

Photo by Loic Leray via Unsplash

2 min read

Blockchain

‘We’re Done’: Sweeping Crypto Legislation Rejected in Senate

Photo via Moe Zoyari/Sipa USA/Newscom

If passed, the more-than-600 page Clarity Act would split crypto oversight authority between the SEC and the CFTC.

2 min read

ETF Upside

Would You Let a Robot Make Your Investment Decisions?

Photo by Randy Laybourne via Unsplash

Ai Funds launched an ETF that uses a proprietary AI model to pick stocks and adjust risk.

2 min read

Artificial Intelligence

Meta May Be an AI Winner After All: Morgan Stanley

Photo via Louis Grasse/ZUMAPRESS/Newscom

Morgan Stanley’s determination that Meta may win a large piece of the $30 trillion consumer AI pie buoys a firm viewed as an AI also-ran.

2 min read

Photo via Faruk Tokluoğlu

ETF Upside

Franklin Templeton Converts Three Mutual Funds to ETFs

Conversion, rather than adding a dual share class, offers ETFs an existing asset base and track record.

1 min read
Photo via Dimensional Fund Advisors

Advisor Upside

Dimensional’s David Booth Discusses the State of ETFs, Investing and More

The asset management industry has come a long way since Dimensional Fund Advisors was founded by a small team of academics at the University of Chicago.

4 min read
Photo illustration by Connor Lin / The Daily Upside

Real Estate

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

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

Photo via Vincent Isore/ZUMAPRESS/Newscom

The Anthropic IPO is Almost Here. What Can Investors Learn from SpaceX?
Photo by Markus Winkler via Unsplash

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.

Retirement Upside

Unlike Robotaxis, Estate Planning Shouldn’t Be on Autopilot

Photo by Getty Images via Unsplash

Help clients take the wheel — don’t wait for a crisis to discover an estate plan no longer matches reality.

2 min read

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