The Daily Upside

Advisor Upside

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

What’s Next? AssetMark CEO Says AI Used Mostly for ‘Low-Hanging Fruit’

Photo via AssetMark

4 min read
Congress Weighs Axing FINRA. But Is SEC Ready to Pick Up the Slack?

Photo via Finra

2 min read
This Is an Advisor’s Brain on AI: Prioritizing Critical Choices

Photo by HudHudPro via iStock

2 min read

Energy

Wall Street Snubs Big Oil Stocks amid Crude Price Runup

Photo by Raymond Kotewicz via Unsplash

Some traders see a possible parallel to the spike and subsequent crash in oil prices in 2008 if the war drags on and threatens supplies.

2 min read

ETF Upside

ETF Use by RIAs Keeps Climbing

Photo by Jamie Street via Unsplash

Newer ETF entrants like Tom Lee’s Fundstrat and option-income shop NEOS are winning hearts, one report shows.

2 min read

Industrials

Iran War Ignites US Demand for Cheaper Drone Defense Systems

Photo via Marine Corps Sgt. Calah Thompson

Last month, the Pentagon invited 25 drone manufacturers to participate in a competition to win a $150 million prototype order.

2 min read

Photo by Getty Images via Unsplash

ETF Upside

Commodity ETFs May Feel Ripple Effects of Iran War

The Strait of Hormuz closure means less fertilizer for corn and other crops, which will likely impact commodity ETFs and the food sector.

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

Advisor Upside

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

While tax season is always a headache, clients may see larger refunds this year thanks to recent legislation, experts said.

4 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

ETF Upside

All Things ETFs: Simplified and Actionable

Photo via Negar/MEI/SIPA/Newscom

ETFs Highlight Market Turmoil of Iran Conflict
Photo by SpaceX via Unsplash

Why This SpaceX-Focused ETF Is Pushing the SEC’s Limits
Photo by Garrett A. Wollman via CC BY-SA 2.5

Why State Street’s PRIV Quintupled in Assets in a Single Day
Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

BlackRock Ramps Up Risk in Its Target-Date Funds

Retirement Upside

The Surprising Retirement Planning Mistake that Starts at the SSA

Photo by Greggory DiSalvo via iStock

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

2 min read

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Sharp news & analysis on finance, economics, and investing.