The Daily Upside

Advisor Upside

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

Broker-Dealers Can Finally Show Performance Projections

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1 min read
Fee-Only RIAs Grow in Number, but Not Percentage of Industry Assets

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2 min read
Managed Futures Are Having a Moment

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2 min read

Big Tech

Apple Nibbles Away at Nvidia

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The two tech giants have been warring back and forth in recent days between who is the world’s most valuable company.

2 min read

CFO Upside

Want a New CFO Gig in 2027? Your Close Starts Now

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Christine Schneider, CFO Recruit’s regional director for North America, explains how CFOs can prepare for a 2027 job search.

3 min read

Retirement Upside

Practical Magic: How to Conjure Estate Planning Conversations This Season

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More than half of adults don’t have estate planning documents in place, according to Trust & Will, putting them at risk of poor outcomes.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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New AI Bond ETFs Offer a Different Way to Bet on the Boom
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IRS, Treasury Cast Doubt on Dividend-Skipping ETFs’ Future
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Latest Wellness ETF Supplement: Peptides
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Buy Now, Sell Later? The Jury’s Out on Payment-Themed ETFs

Retirement Upside

Retirement Accounts Help Propel Total US Invested Assets Past $100 Trillion

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IRAs continue to grow faster than DC plans, but the latter are starting to close the gap.

2 min read

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

Advisor Upside

Not Just OpenAI: There Are More Pre-IPO Names to Watch

There are more ways than ever to access late-stage private equity, and there are some big IPOs on the horizon.

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

Real Estate

After Decades of Low Mortgage Rates, Homebuyers Are Facing a New Normal

Inflation has pushed borrowing costs to squeamish heights, but economists say high mortgage rates aren’t a good reason to stop house hunting.

5 min read
Photo by Jomarc Nicolai Cala via Unsplash

Retirement Upside

Having the Talk: How Advisors Can Encourage Caregiving Conversations

People are setting aside their own financial needs to cover the costs of caregiving, according to Edward Jones.

2 min read

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