The Daily Upside

Advisor Upside

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

Rise of the Machines? Not So Fast for Financial Advisory Jobs

Photo illustration by Connor Lin / The Daily Upside, Photos by Feedough and Henvry via iStock

3 min read
Fidelity’s New Custody Minimum Could Impact 1,150 RIAs

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2 min read
‘It’s Not You. It’s Your Tech,’ Advisors Tell Affiliates

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2 min read

Photo illustration by Connor Lin / The Daily Upside

Technology

Quantum is Poised for a Commercial Leap, Investors Have Noticed

Quantum computing is poised for key commercial breakthroughs and Wall Street investors have started to notice.

4 min read
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Retirement Upside

Don’t Take the ‘Heartbreak Express’ to Estate Disputes

Not every estate planning dispute is avoidable, but a solid plan and proactive communication can help prevent the worst outcomes.

2 min read
Photo via Timon Schneider/ZUMAPRESS/Newscom

Hedge Funds

After Headline-Making Losses in 2022, Tiger Global Touts a $5 Billion Windfall on an OpenAI Bet

The firm invested $150 million in Sam Altman’s company back in 2021 before ChatGPT launched and has added to the investment over the years.

1 min read

Retirement Upside

What the Father of the 4% Rule Says about Warren Buffett’s Retirement Advice

Photo via Lu Beifeng/VCG/Newscom

Covering daily expenses with Social Security and annuities can work fine, Bill Bengen found, and it doesn’t require paying for breakfast with coupons.

2 min read

Advisor Upside

Collectibles in ETFs May Not Be as Crazy As It Sounds

Photo by Mick Haupt via Unsplash

With how quickly ETFs are evolving, the industry may not be far off from packaging paintings, memorabilia and more in the wrapper.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Why Buffer ETFs Persist in a Sea of Single-Stock Funds
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Now Boarding: Single-Country ETFs
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Why the Treasury Is Cracking Down on 351 Conversion ETFs
Photo via LENIN NOLLY/SIPA/Newscom

With Hester Peirce’s SEC Exit, Crypto Industry Loses an Ally

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

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