The Daily Upside

Advisor Upside

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

Why PE’s Buying Spree Shows No Signs of Slowing

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2 min read
New FINRA Report Aims at Making Enforcement a Little Less Painful

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2 min read
How Advisors Can Help Couples Confront Their Financial Skeletons in the Closet

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1 min read

Semiconductors

China’s Making Memory with its New Biggest Company

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Changxin Technology Group, or CXMT for short, soared 466% in its debut yesterday on Shanghai’s STAR Market.

2 min read

ETF Upside

SpaceX Is Landing Inside ETFs. Some Might Surprise You

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Value funds are holding the aerospace and satellite communications company despite a sky-high market capitalization.

2 min read

Retirement Upside

Even Wealthy Retirement Savers Are Losing the Battle Against Everyday Bills

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Nearly half of Americans are prioritizing day-to-day expenses over retirement savings. Even wealthy clients aren’t immune.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Think Twice Before Asking AI About Clients’ Estate Planning
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Why Income ETFs Are Having a Jerry Maguire Moment
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How Tax-Friendly ETFs Keep Getting Friendlier
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After Astronomical Gains, Semiconductor ETFs Fall Back to Earth

Private Equity

Blackstone’s AI Bet Fuels Blowout Growth While Rivals Grapple With “Zombie Funds”

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Blackstone’s secret? Selling the one thing that’s hot: infrastructure for the vast artificial intelligence boom.

2 min read

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