The Daily Upside

Advisor Upside

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

RIAs Excel in Client Retention but Need a Strategy for Boosting Referral Business

Photo by Getty Images via Unsplash

2 min read
Inside Wall Street’s Blockbuster Second Quarter

Photo by Lo Lo via Unsplash

2 min read
Prenups Are on the Rise: Here’s How to Talk About Them With Clients

Photo by Sandy Millar via Unsplash

2 min read

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

Inflation & Prices

‘Love Is Inflation-Proof’: Americans Shrug Off Record-High Wedding Costs

Inflation, an uninvited wedding guest, is rising even faster for marriage costs than the rest of the economy. So far, couples aren’t balking.

4 min read
Photo by Getty Images via Unsplash

Retirement Upside

Ranking Last in Estate Planning, Gen X Risks Unforeseen Consequences

Few people born from the mid-1960s to 1980 have written a will or completed other key steps like designating someone to hold medical power of attorney.

2 min read
Photo via Kris Tripplaar/Sipa USA/Newscom

M&A

Eli Lilly to Pay up to $3.8B for AtaiBeckley in Big Pharma’s Latest Psychedelic Foray

The deal gives Eli Lilly access to a ⁠psychedelic-based nasal spray that studies show curbs treatment-resistant depression in a single dose.

1 min read

Retirement Upside

Higher Energy Costs May Boost Social Security COLA Next Year

Photo by Krzysztof Hepner via Unsplash

A welcome downturn in energy prices last month has reversed in July.

2 min read

ETF Upside

The House Always Wins. Event Contract ETFs Gamble on Longer Odds

Photo by Tim Gouw via Unsplash

A proposed “event contracts” ETF would turn sports gambling into a diversified portfolio play if regulators sign off.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by SpaceX via Unsplash

Thematic ETFs Boosted by SpaceX IPO Lose Altitude
Photo via Allison Robbert – Pool via CNP/ZUMAPRESS/Newscom

No SpaceX, No Tesla? No Problem for These ‘Ex-Elon’ ETFs
Photo by Franck V. via Unsplash

New Memory ETFs Look to Cache In on DRAM’s Historic Success
Photo by Ales Krivec via Unsplash

What’s Behind a Rare Week in the Red for ETF Flows

Inflation & Prices

Fed’s Warsh Promises Congress a Hard Line on Inflation Amid Looming Risks

Photo via Tom Williams

Consumer prices jumped 3.5% in June. That’s higher than the Fed’s preferred 2% inflation rate, but lower than the 4.2% May rate.

2 min read

Sign Up for The Daily Upside to Unlock This Article

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