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Advisor Upside

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

Thrivent to Hire 600 Advisors for Second Straight Year

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2 min read
Agentic AI Arrives in Advisor Offices

Photo via Carson Group

2 min read
Your Average Advisor Is Happier than Your Average American

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2 min read

Finance

Private Credit Crunch: JPMorgan Limits Exposure, Morgan Stanley Fund Caps Redemptions

Photo via Billy Tompkins/ZUMAPRESS/Newscom

Shares of major private-credit lenders are down significantly this year: Apollo has lost 26%, KKR 31%, Blackstone 30%, and Ares 35%.

2 min read

ETF Upside

Sequoia Fund to Be Transplanted into an ETF

Photo by Joshua Earle via Unsplash

The fund, which was at the center of 401(k) lawsuits years ago, has seen a trickle of outflows. Could a switch to an ETF change its fortunes?

2 min read

Advisor Upside

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

Photo via Finra

Moving those responsibilities into the SEC would raise practical questions about resources and capacity, experts say.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Roundhill Launches a Space ETF Into Orbit
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Are ETF Investors Abandoning Big Tech?
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Commodity ETFs May Feel Ripple Effects of Iran War
Photo via Negar/MEI/SIPA/Newscom

ETFs Highlight Market Turmoil of Iran Conflict

Healthcare

Eli Lilly Widens Access to Weight-Loss Injectable as Lower-Cost Pill Nears Approval

Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

Just 20% of firms with 200 or more workers said they covered GLP-1 drugs for weight loss, according to the Peterson-KFF Health System Tracker.

2 min read

Photo via Charles Briggs/ZUMAPRESS/Newscom

Big Tech

Amazon Plans Thousands of Satellite Launches to Narrow Gap with Elon Musk’s Starlink

The space race is on to build the biggest satellite internet network, and Amazon has some catching up to do.

2 min read
Photo via Marine Corps Sgt. Calah Thompson

Industrials

Iran War Ignites US Demand for Cheaper Drone Defense Systems

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

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

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