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

Planned Obsolescence: Financial Advice for Workers at Risk of AI Replacement

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

5 min read
ETFs Designed to Battle Rising Healthcare Costs Get Spot in HSAs

(Photo by Impuls Q on Unsplash)

2 min read
Marsh to Acquire $220B Advisory and Consultant Wilshire

Photo by Markus Spiske via Unsplash

2 min read

Photo via Rockstar Games

Media & Entertainment

Grand Theft Auto Revs Up Big Revenue

The game isn’t just expected to be the largest video game release of all time, but one of the largest entertainment releases of all time.

5 min read
Photo by Curated Lifestyle via Unsplash

Retirement Upside

The Bank of Mom and Dad Needs a Lending Policy

With the average gift exceeding $26,000, advisors say clients need a framework to keep family support from derailing retirement.

2 min read
Photo via Juliane Sonntag/IMAGO//Newscom

Industrials

Obscure Defense Tech Company Sees 1,550% Revenue Jump

Ondas’ full year revenue is now expected to reach “at least” $550 million, which was the high end of its previous forecast range.

1 min read

Retirement Upside

Planning Can Ease the Burden of Declining Capacity

Photo by Vitaly Gariev via Unsplash

Cognitive decline is associated with aging, but it’s also something younger clients must confront as well.

2 min read

Consumer

Costco Shareholders Get a $13 Billion Free Sample

Photo via IMAGO/Winfried Rothermel/Newscom

The big box store yesterday said it’ll return some of its excess cash flow to shareholders with its largest-ever special dividend.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo via Yoshio Tsunoda/AFLO/Newscom

What the Nvidia Debacle Means for ETFs
Photo by Dmytro Bukhantsov via Unsplash

Single-Stock ETF Inflows Slow as Investors Swipe Left on Option Overlay Funds
Photo by Matt Paul Catalano via Unsplash

Midterm Results Trigger Record Nasdaq Sell-off, Rattling Chip and AI Funds
Photo by Adam Hornyak via Unsplash

Defiance Goes Mad ‘Maxx’ on Single-Stock ETFs

Retirement Upside

How to Separate Annuity Fact From Fiction

Photo by Vitaly Gariev via Unsplash

As annuities’ popularity notches up, some are pushing for caution when it comes to decoding marketing claims.

2 min read

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