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

Advisers Weigh Gold’s Value After Volatility Tarnishes Record Run-up

Photo illustration by Connor Lin / The Daily Upside

4 min read
The Age of 401(k) Cross-Selling Has Arrived

Photo by Jacob Wackerhausen via iStock

2 min read
Why Jeffrey Levine Doesn’t Buy Cat Food, or the Bonus Depreciation Hype

Photo by Pla2na via iStock

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos via © Boeing and Daniel Eledut via Unsplash

Industrials

Boeing Regains Its Swagger in Heated Rivalry with Airbus

Beleagured Boeing won more plane orders in 2025 than rival Airbus for the first time in seven years but faces an uphill battle in deliveries.

5 min read
Photo via Andre M. Chang/ZUMAPRESS/Newscom

Consumer

JM Smucker Serves Up Underbaked Sales as Hostess’s Little Treats Go Stale

Smucker is under pressure to sweeten its sales from activist Elliott Investment Management, now one of the company’s biggest stakeholders.

2 min read
Photo via Xiaomei Chen/SCMP/Newscom

Finance

Dollars at Dawn? Victory Capital Duels With Peltz’s Trian for Janus Henderson

A bidding war for Janus Henderson is no surprise as many asset management firms pursue consolidation in a bid to buttress against outflows.

2 min read

Energy

Power-Hungry AI Data Centers Electrify Utilities’ Capital Spending

Photo via David Becker/ZUMA Press/Newscom

2 min read

Photo via Eduardo Barraza/ZUMAPRESS/Newscom

Advisor Upside

For Elderly Clients, Home Design Is the New Hot Ticket

A graying population aging at home requires investments in senior-friendly designs and financial advisors can help.

2 min read
Photo via Lance Jording/ZUMAPRESS/Newscom

Semiconductors

Who Will End Up Paying for Nvidia’s Boom?

Nvidia’s performance underlines the key questions facing seemingly the entire stock market right now, both inside and outside the AI trade.

2 min read
Photo via VCG/Newscom

Advisor Upside

Anthropic Bets Big on Wealth Management with New AI Tools

2 min read
Photo by https://unsplash.com/photos/condo-neighborhood-in-the-suburbs-ROVuTYG_jso via Unsplash

Real Estate

US Housing Market Doesn’t Have Much ‘Tailwind’: Lowe’s CEO

The value of single-family US homes increased at the slowest rate in 14 years in December, according to the S&P Cotality Case-Shiller Index.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Ritholtz Wealth Files for First ETF

The 351 exchange fund would maintain equity exposure during sustained market uptrends and become defensive during downtrends.

1 min read
Photo via Andrew Schwartz/SIPA/Newscom

Technology

Salesforce Earnings Highlight Critical Choices Facing Legacy Software Firms

Salesforce has tapped Anthropic’s Claude to boost Agentforce, its AI tool that surpassed $800 million in sales in the fourth quarter.

2 min read

Advisor Upside

Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients

Photo by Getty Images via Unsplash

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Getty Images via Unsplash

SEC Lightens Up on Enforcement
Photo by Jon Tyson via Unsplash

SEC Pushes Back Fund Reporting Requirements
Photo via Richard B. Levine/Newscom

BlackRock Doubles Down on Ethereum With Latest Staked ETF Filing
Photo by Robert Bye via Unsplash

Vegan ETF Issuer Preps an International Flavor

Media & Entertainment

What’s the Point of Buying Warner Bros., Anyway?

Photo by Julie May via Unsplash

Netflix, with its 325 million subscribers, swears its potential (if not likely) acquisition of Warner Bros amounts to vertical integration.

2 min read

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