The Daily Upside

Advisor Upside

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

Robinhood, TradePMR Join Growing Referral Space

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1 min read
Why FINRA Might Overhaul Its Arbitration System

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2 min read
AI Will Eliminate Wealth Management Jobs. That May Be a Good Thing

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3 min read

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Alternatives

From Crypto to Private Credit, Alts Attract Millennials Flush with Inherited Wealth

Rather than sticking with stocks and bonds, millennials are seeking higher returns from alternatives like crypto and private credit.

4 min read
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Retirement Upside

The Surprising Retirement Planning Mistake that Starts at the SSA

Inputting inaccurate Social Security benefit projections is a real problem in retirement planning, experts warned.

2 min read
Finance

AIG Scores Upgrade in Goldman’s Assessment of Insurers’ AI Risks

AIG is outperforming insurance industry rivals, according to Goldman Sachs, in adapating to and leverage artificial intelligence.

2 min read

Retirement Upside

XYPN’s Michael Kitces Talks Retirement and Flipping the Psychological Switch

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The self-proclaimed planning nerd said the soft skills needed to talk clients about retirement are more important than ever.

4 min read

ETF Upside

ETFs Highlight Market Turmoil of Iran Conflict

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Broad-market index funds were nearly flat Monday, while gold and defense ETFs were up. All that changed a day later.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Why State Street’s PRIV Quintupled in Assets in a Single Day
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BlackRock Ramps Up Risk in Its Target-Date Funds
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Dozens of Issuers Win Dual Share Class Approval. Rolling Them Out Won’t Be as Easy
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Wedbush Expands IVES Franchise With New Autocallable ETF

Technology

Apple’s Product Revamp Shows Fruit of AI Comeback Strategy

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Apple, which has trailed tech rivals like Meta, Amazon and Alphabet in AI, is trying for a comeback with its latest product revamp.

2 min read

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