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

Why Advisors Can’t Ignore the Balance Sheet

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3 min read
Texas Stock Exchange Gores NYSE, Nasdaq with New Ad Campaign

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2 min read
Something Doesn’t Sound Right: Advisors Grapple With AI ‘Vishing’ Scams

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2 min read

Artificial Intelligence

OpenAI Wins Pentagon Work as Altman Tries to Square Circular Deals after Raising $110B

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Backing from Nvidia and Amazon made it the latest circular deal, in which money-losing AI startups are being financed by their own customers.

2 min read

Advisor Upside

Private Investments Are Coming for 401(k)s. There’s a Big Illiquidity Problem

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To work in 401(k) plans, some private equity investments would need far more readily available cash than investors might assume.

2 min read

Advisor Upside

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

Photo illustration by Connor Lin / The Daily Upside

Fluctuations in the precious metal’s price after an all-time high above $5,000 reinforce longstanding questions about its suitability for clients.

4 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
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Advisor Upside

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

RIAs with retail wealth management arms and retirement plan consulting divisions are finding new synergies.

2 min read
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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

ETF Upside

All Things ETFs: Simplified and Actionable

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Leverage Is Almost Everything for These ETF Issuers
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SEC Lightens Up on Enforcement
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SEC Pushes Back Fund Reporting Requirements
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BlackRock Doubles Down on Ethereum With Latest Staked ETF Filing

Advisor Upside

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

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The chief planning officer at Focus Partners Wealth said the accelerated depreciation methods are useful, but they’re not magic.

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
Photo via David Becker/ZUMA Press/Newscom

Energy

Power-Hungry AI Data Centers Electrify Utilities’ Capital Spending

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

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