The Daily Upside

Advisor Upside

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

It’s Complicated: Issues with Private Assets Aren’t Deterring Advisors

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2 min read
RIA, M&A and AI: Acronyms with Something in Common

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2 min read
Clients on GLP-1s Are Making Weighty Financial Decisions

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2 min read

Semiconductors

Chips Still Up for TSMC and ASML

Photo via Cheng-Chia Huang/ZUMAPRESS/Newscom

TSMC announced last week that its third-quarter revenue came in at a record $46.7 billion, up 50% year-over-year.

2 min read

CFO Upside

Avoiding Calendar Creep with Campfire’s John Glasgow

Photo via Campfire

With offices now in San Francisco, New York and London, Campfire’s top camper is deciding what deserves his time and the company’s money.

2 min read

Advisor Upside

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

Younger advisors regard AI with hope and trepidation, but some note that AI can’t hold a client’s hand. Still, earning a 1% fee may require more in the future.

3 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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More ETFs Get Political, Investing Like Insiders
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Why Buffer ETFs Persist in a Sea of Single-Stock Funds
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Now Boarding: Single-Country ETFs
Photo via BONNIE CASH/UPI/Newscom

Why the Treasury Is Cracking Down on 351 Conversion ETFs

Inflation & Prices

Consumer Sentiment in the Spotlight as Michigan Survey Set for Release

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Consumer pessimism is in the spotlight as a the key University of Michigan survey releases today, but Costco earnings paint a rosier picture.

2 min read

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