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

First Tax Season Under Big Beautiful Bill Mixes Heightened Complexity with Bigger Refunds

Photo illustration by Connor Lin / The Daily Upside, Photo by Liudmila Chernetska via iStock

4 min read
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

Photo illustration by Connor Lin / The Daily Upside, Photo by Thanumporn Thongkongkaew via iStock

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

Advisor Upside

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

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Early adopters of artificial intelligence have redeployed staff from operational work to higher-value tasks.

3 min read

Photo via Negar/MEI/SIPA/Newscom

ETF Upside

ETFs Highlight Market Turmoil of Iran Conflict

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

2 min read
Photo via Jeremy Hogan/Sipa USA/Newscom

Energy

Energy Market Disruption From Iran Conflict Flows into Gas Pumps

Oil prices are surging as Iran’s counterattacks on the US and Israel curbed shipments through the Strait of Hormuz.

2 min read
Photo by SpaceX via Unsplash

ETF Upside

Why This SpaceX-Focused ETF Is Pushing the SEC’s Limits

XOVR has three times more assets in the aerospace tech company than what the SEC typically allows.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Garrett A. Wollman via CC BY-SA 2.5

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

Photo via Bob Henry/UCG/Universal Images Group/Newscom

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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