Financial advisor news, market insights, and practice management essentials.
Smart, actionable news trusted by millions.
The Daily Upside newsletter delivers exclusive news and sharp analysis on finance and investing—all for free.
Roundhill said flows into its $24 billion memory fund, DRAM, show conviction from investors about the AI buildout. But not all are cashing in.
Users who encounter an AI summary click on an actual link to a third-party site just 8% of the time, according to a recent Pew Research study.
About half of small- and mid-cap stock-pickers beat passive indexes this year, but the large-cap wins remained mostly out of reach.
The company says it expects to have mFlusiva ready for the upcoming 2026-2027 flu season, which runs from roughly October to May.
Federal grants have helped keep Medicare Part D prescription drug costs down, but they’re set to end next year.
Bill Bengen never intended for the recommendation to become a baseline for retirement income spending, despite its popularity among prominent financial planners.
Investors looked past Uber’s revenue growth Wednesday to focus on risks to the company from the robotaxi revolution.
Snapping up most of Situational Awareness’s public equities portfolio proved a near-immediate coup for Citadel, whose flagship fund rose 5.9%.
RIAs lose 2% to 5% of their AUM annually through client withdrawals, but they’re also averaging just 3% to 4% in organic growth each year.
Rising yields on long-term Treasurys pushed the largest long-term bond fund, iShares 20+ Year Treasury Bond ETF (TLT), to a 22-year low.
McDonald’s has appointed a new US chief to revitalize the flagging performance of its American restaurants, where inflation has cut sales.
Following the company’s earnings call yesterday, a stock lockup expiring tomorrow could flood the market with more shares.
All Things ETFs: Simplified and Actionable
While meeting transcribers and email drafters paved the way, artificial intelligence is moving out of the back office and into the core advice process.
Advisor allocations to alternative investment products are expected to roughly double in the next five years to more than $4 trillion.
Base has installed more than 23,000 batteries and just debuted a new battery that can store more than a day’s worth of energy.
On Thursday, employees and early investors will be able to sell another 911 million shares worth some 12% of the company
