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

AllianceBernstein, Brookfield, Carlyle Latest Alts Managers to Partner on Private Fund for 401(k)s

Photo via Richard B. Levine/Newscom

2 min read
Envestnet, Orion Partnerships Add New Advisor Tools to Competing TAMPs

Photo via Rafael Henrique/ZUMA Press/Newscom

1 min read
SEC Wants Fewer Earnings Reports. Advisors Aren’t Sold

Photo by Jakub Żerdzicki via Unsplash

2 min read

Industrials

SpaceX IPO Sets Stage for Clash of Wall Street Titans over Mega-Cap Debuts

Photo via JOE MARINO/UPI/Newscom

There are a whopping 23 banks named on the cover of the SpaceX prospectus, with Goldman Sachs holding the lead-left spot.

2 min read

ETF Upside

How ETF Issuers Are Expanding Outside the US

Photo by Vladislav Klapin via Unsplash

Janus Henderson is the latest manager to look across the pond.

2 min read

Advisor Upside

Digital Custodian Altruist Takes On Schwab, Fidelity With New RIA Model

Photo via Altruist

The affiliate model itself is nothing new, but it’s novel for a custodian.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Gaelle Marcel via Unsplash

Inflation Is Heating Up. So Are These TIPS Funds
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DRAM’s Success Leaves Investors Looking for the Next Bottleneck Trade
Photo via Spencer Jones/Plexi Images/GHI/Universal Images Group/Newscom

BlackRock, State Street Launch Tokenized Stablecoin Products for Institutional Investors
Photo by Dannel Malloy via CC BY 2.0

World’s First Catastrophe Bond ETF Braces for Hurricane Season

Banking

Revolut Develops Private Bank as More Euro Firms Pursue Wealth Management

Photo via Hugo Amaral/ZUMAPRESS/Newscom

European banks are navigating a tricky landscape due in part to strict capital rules that they say make it tough to compete with Wall Street.

1 min read

Photo via BeneathBlue

Blockchain

Zcash Surges on Nostalgia for Crypto’s Early Days

Ten-year-old Zcash is a near carbon-copy of bitcoin, with a supply that’ll never exceed 21 million tokens and a four-year halving cycle.

2 min read
Photo via Jeanne Accorsini/SIPA/Newscom

Semiconductors

AI Market Braces for Bellwether Nvidia Earnings Report

The US did approve 10 Chinese firms as buyers for the H200, Nvidia’s second-most powerful AI chip, though no purchases have yet been made.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Andrey Krav via iStock

Advisor Upside

Why Advisors Are Betting on AI Infrastructure Over Apps

Even legacy tech companies like Intel and Dell Technologies are riding the AI wave with major stock gains this year.

5 min read

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