The Daily Upside

Advisor Upside

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

Planners at IBDs, Wirehouses Earn Highest Salaries Among Advisors

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2 min read
Morningstar to Launch Public-Private Model Portfolios With Funds From Apollo, Franklin Templeton, JPMorgan

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2 min read
Clients May Have More Stashed in 401(k)s Than You Think

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1 min read

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Autos

Carvana Revs Up Push into New Auto Market

According to Cox Automotive data, Americans spent $655 billion buying new cars in 2025, compared with $524 billion spent on buying used cars.

1 min read
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Industries

Unwelcome ‘Neighbor’: State Farm Agents Wary of AI Overhaul

State Farm is known for its human touch, and a career as a State Farm agent has gained a reputation for fair pay and benefits.

2 min read
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Semiconductors

Brightening Prospects for Intel’s Foundry Drive Stock Gains

The US government took a 10% stake in Intel last year and the Trump administration has been arguably its best sales advocate.

2 min read

ETF Upside

BlackRock Becomes First Mega Issuer to Launch Covered Call Bitcoin ETF

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The fund aims to provide exposure to bitcoin while generating monthly income through an actively managed options strategy.

2 min read

Advisor Upside

Retiring Advisors Push M&A Deals to $2.5T

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Most of the opportunities lie with the biggest firms, which have the deepest pockets, but Cerulli sees mergers up and down the AUM spectrum.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Vanguard Dethrones BlackRock as America’s ‘Definitive King’ of ETFs
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Behind the TMX Deal to Buy RAFI Indices From Research Affiliates
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Schwab Follows Vanguard With Fee Cuts on 4 ETFs
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Hyperliquid ETFs Are Here. Should Advisors Buy the HYPE?

Advisor Upside

Secondary Market for Life Insurance Merits Second Look From Advisors

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About 3,000 life insurance policies are settled annually in the US, but that number could increase 10-fold.

2 min read

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