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

UBS Sheds $14B in Wealth Assets in the Americas

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2 min read
Will Bad Bunny Wear a Dress? Here Are the Strangest Super Bowl Event Contracts

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2 min read
Want Better Relationships with Clients? Advisors Are Asking AI for Help

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1 min read

Indicators

Molasses-Like Jobs Growth Not Enough to Trump Fed’s Rate-Cut Inertia

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Hiring in January was not just slower than expected, according to ADP. It was way, way, way slower than expected.

2 min read

ETF Upside

Skip the Super Bowl Parlay. These ETFs Offer a Way to Invest in Sports

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With the Big Game less than a week away, these ETFs are designed to give clients exposure to sports.

2 min read

Advisor Upside

LPL Moves Closer to Commonwealth Retention Goals as Profit Climbs 11%

Photo via LPL Financial

In the firm’s fourth quarter earnings call, executives discussed efforts to keep Commonwealth advisors on board post-acquisition.

1 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Yeehaw: Trump’s Truth Social Funds to Acquire God Bless America ETF (YALL)
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Nearly 1,000 Active ETFs Launched Last Year. Only About 150 Folded
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Franklin Templeton’s Latest ETF Taps ‘Booming’ Emerging Markets Debt
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Gold ETFs Shine as Prices Hit New Highs

Electric Vehicles

As Tesla Doubles Down on AI and Robots, EVs Look More Like a Side Hustle

Photo via Michael Siluk/UCG/Universal Images Group/Newscom

Earlier this month, Tesla lost its title as the best-selling electric vehivle maker in the world to Chinese company BYD.

2 min read

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Consumer

Will Lunar New Year Mark Start of China’s Luxury Comeback?

The Lunar New Year, an extended holiday where people celebrate by traveling and shopping, reflects the Chinese economy’s health.

2 min read
Photo via Jeff Gritchen/ZUMA Press/Newscom

Media & Entertainment

As Disney’s Bob Iger Runs Out the Clock, Some Protegés ‘Can’t Wait to Be King’

Whoever gets named to the head job will have the tough job of turning Iger’s late-era ambitions into reality.

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

Advisor Upside

RIA Boom Redraws Wealth Management Map

Assets at independent advisory firms grew at an annualized rate of 11% over the past five years, while wirehouse assets increased just 8.5%, according to recent data.

5 min read

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