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

The Great Wealth Transfer May Become the Great Alts Boom

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2 min read
Alts Are Coming To a Retirement Plan Near You. What’s Next?

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2 min read
Advisors Look for Opportunity in Private Credit as Redemptions Continue

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2 min read

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

Artificial Intelligence

From iPads to XBoxes, Device Prices Soar as AI Hoards Memory Chips

A shortage of memory chips is one of the biggest challenges facing the AI buildout, fueling both selloffs and rallies in the past week alone.

6 min read
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Retirement Upside

Trump Accounts Hit 7M Enrollees, Raising New Questions for Advisors

Wealth managers agree that a free $1,000 is a good thing, but it may come with trade-offs.

2 min read
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Artificial Intelligence

Robotic Riposte: Beijing Threatens Retaliation for US Ban on Imported Androids

China dominates humanoid robotics, with Interact Analysis finding Chinese companies make up 90% of global android shipments.

1 min read

Retirement Upside

Bipartisan Proposal Would Lift Social Security Tax Wage Cap

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Policy experts say removing the Social Security tax wage cap could eliminate more than half of the program’s forecasted financial shortfall.

2 min read

Big Tech

With Apple Back on Top, CEO Tim Cook Preps for Earnings Curtain Call

Photo via Kathy Hutchins / Hutchins Photo/Newscom

Shares of Apple have risen 26% this year, enough to help it retake the market cap throne from momentary usurper Nvidia earlier this month.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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ETF Odyssey Continues as Issuers Sail Toward Another Record-Breaking Year
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After Outflows, Advisors Could Fuel Bitcoin’s Next Move
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AI ETFs Have Now Become a $65 Billion Market
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SpaceX Is Landing Inside ETFs. Some Might Surprise You

Semiconductors

Can China Replace Lithography Powerhouse ASML?

Photo via Robin Utrecht/ANP/Newscom

Shares of ASML slid Tuesday, but experts and analysts cautioned that the panic behind the selloff is almost certainly overblown.

2 min read

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