The Daily Upside

Advisor Upside

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

Fidelity Joins BlackRock, Vanguard in Offering Annuities in 401(k) Plans

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2 min read
Retiring Advisors Push M&A Deals to $2.5T

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2 min read
Secondary Market for Life Insurance Merits Second Look From Advisors

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2 min read

Markets

Investor FOMO, ETF ‘Feeding Frenzy’ Fuel SpaceX’s Skyrocketing Price

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The shares sold in last week’s IPO represented just 5% of its outstanding stock, leaving retail investors clawing for the limited float

2 min read

ETF Upside

Why Bond Ladder ETFs Are All the Rage

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Defined-maturity funds can offer investors security while hedging against rising interest rates.

2 min read

Economics

Wall Street Is Preparing for Kevin Warsh’s First FOMC Meeting as Head of the Fed

Photo via Daniel Torok/White House/Newscom

2 min read

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ETF Upside

Schwab Follows Vanguard With Fee Cuts on 4 ETFs

The reductions aren’t raising stakes in the never-ending game of fee poker between asset managers. Rather, Schwab is calling their bets and refusing to fold.

1 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Tohamina/Freepik, Rodworks/iStock, and Banphote Kamolsanei/iStock

Advisor Upside

Diversification Is Better than a Free

Owning a broad basket of investments may be the only way to reduce a portfolio’s risk, without simultaneously reducing its expected returns.

3 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by AdMedia/SIPA and IMAGO/Zoonar/Marco Brivio via Newscom

Economics

Can Kevin Warsh Tame the Fed’s $6.7 Trillion Balance Sheet?

4 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Hyperliquid ETFs Are Here. Should Advisors Buy the HYPE?
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SpaceX IPO Could Launch an ETF Buying Bonanza
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Northern Trust Becomes Latest Firm to Apply for ETF Share Classes
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Keith Fitz-Gerald’s New ETF Is Betting Against Diversification

Retirement Upside

The Social Security Trustees Report Looks Gloomy. Don’t Let Clients Panic

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There’s plenty to be concerned about in the 2026 report, but advocates believe reforms are coming.

2 min read

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