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Advisor Upside

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

Broker-Dealers Can Finally Show Performance Projections

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1 min read
Fee-Only RIAs Grow in Number, but Not Percentage of Industry Assets

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2 min read
Managed Futures Are Having a Moment

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2 min read

Artificial Intelligence

Meta, SpaceX Detail New Financing Plans as Capital Squeeze Hits AI Industry

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The AI industry has raised $300 billion in high-grade debt so far this year, per Bloomberg, roughly triple the amount raised last year.

2 min read

Retirement Upside

Diversification Beyond Asset Allocation: Account Types Matter

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Clients who are overly concentrated in tax-deferred vehicles like traditional IRAs and 401(k)s might consider Roth conversions.

2 min read

Retirement Upside

Retirement Accounts Help Propel Total US Invested Assets Past $100 Trillion

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IRAs continue to grow faster than DC plans, but the latter are starting to close the gap.

2 min read

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

Advisor Upside

Not Just OpenAI: There Are More Pre-IPO Names to Watch

There are more ways than ever to access late-stage private equity, and there are some big IPOs on the horizon.

4 min read
Photo illustration by Connor Lin / The Daily Upside, Photo via Freepik

Real Estate

After Decades of Low Mortgage Rates, Homebuyers Are Facing a New Normal

Inflation has pushed borrowing costs to squeamish heights, but economists say high mortgage rates aren’t a good reason to stop house hunting.

5 min read
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Retirement Upside

Having the Talk: How Advisors Can Encourage Caregiving Conversations

People are setting aside their own financial needs to cover the costs of caregiving, according to Edward Jones.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo via imageBROKER/McPHOTO / Dirk Skorski/Newscom

IRS, Treasury Cast Doubt on Dividend-Skipping ETFs’ Future
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Latest Wellness ETF Supplement: Peptides
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Buy Now, Sell Later? The Jury’s Out on Payment-Themed ETFs
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Exclusive: USCF May Be Up for Grabs After Marygold Sale

Advisor Upside

Your Young Clients Might Be Big Art Connoisseurs

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Gen Z spent twice as much on art than older generations, according to the latest Art Basel and UBS survey.

1 min read

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