The Daily Upside

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

Don’t Let Clients Get Burned by Restricted Stock Units at Tax Time

Photo via Liu Yanan / Xinhua News Agency/Newscom

2 min read
SEC Lets Cboe List 3x Products

Photo by Getty Images via Unsplash

2 min read
Forever Young: Longevity Prompts Fears of Running out of Money

Photo by A. C. via Unsplash

2 min read

Banking

New York State Comptroller Says Wall Street Profits Could Top $90 Billion by the End of the Year

Photo via JOHN ANGELILLO/UPI/Newscom

While nearly all revenue lines increased, underwriting activities, account supervision and commissions were particularly strong.

2 min read

CIO Upside

Investors Move Out of Mortgage-Backed Funds Amid Rate Volatility

Photo by Tierra Mallorca via Unsplash

Mortgage-backed ETFs recorded $2.4 billion in September outflows, the most since 2020.

2 min read

Healthcare

Grail Jumps as Cancer Test Nears Market

Photo via Grail, Inc.

Grail’s testing mechanism, dubbed the Galleri, can test for about 50 different cancers from a single blood draw.

2 min read

Photo via Bonnie Cash – Pool via CNP/CNP / Polaris/Newscom

Industrials

The Biggest Steel Plant in US History Is Coming; Some Hawkeyes Don’t See It That Way

On Friday, Iowa legislators in the were told the mill is “not a done deal” after they were called in to approve incentives worth $1.4 billion.

2 min read
Photo by GeoJango Maps via Unsplash

ETF Upside

Now Boarding: Single-Country ETFs

Investors have poured $26 billion into single-country ETFs this year, more than quadrupling 2025’s haul.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Gearstd and Rodworks via iStock and Muhammad Abdullah via Freepik

Policy & Power

The Bond Market’s Tokyo Story

Japanese economic policy is suddenly at the heart of the global bond selloff and US consumers should be paying attention.

6 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Advisor Upside

These Money Illusions Can Cost Investors Dearly

People often use unrealistic assumptions in planning and count the return of principal as income, not taking inflation into account.

4 min read

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