The Daily Upside

Advisor Upside

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

What Advisors Are Watching as the Iran War Escalates

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2 min read
Inside Carson Group’s $60B Growth Story and Its Big AI Bet

Photo via Carson Group

2 min read
How Advisors Are Finding Opportunities in Private Real Estate Right Now

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2 min read

Technology

Wall Street Gets Bullish on Cybersecurity as Iranian Hackers Target US

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

Four firms, Palo Alto, Okta, Cloudflare and Crowdstrike, stand out to analysts, and for reasons beyond geopolitics.

2 min read

Photo via Damon Butler

Advisor

The Multi-Trillion Dollar Shift: The Future of Active ETFs

6 min watch
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Advisor

The Private Markets Push: How AI Is Changing the Private Credit Landscape

2 min watch
Photo via Damon Butler

Advisor

The Future of Advice: What Will Separate AI Leaders from Laggards?

9 min watch

Industries

Farm Bill Providing Big Boost to Agri-Tech Gains Momentum in Congress

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While comprehensive farm bills are typically passed every five years, Congress hasn’t passed a comprehensive farm bill since 2018.

1 min read

ETF Upside

State Street Gives Asset-Backed Securities the Private Treatment

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The firm’s latest public and private ETF goes beyond CLOs and includes mortgages, credit cards, auto loans and other debt.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Mikolajn and Feedough and via iStock

Advisor Upside

Why Advisors Are Doubling Down on Munis, High-Quality Bonds Right Now

Financial professionals are recommending staying in high quality products to help ride out any potential volatility.

4 min read
Photo illustration by Connor Lin / The Daily Upside

Technology

Will MANGO Inherit Magnificent 7’s Market Dominance?

Change is the universal constant and even the Magnificent 7, being reshaped by AI upheaval, isn’t immune. Here’s what you should know.

4 min read
Photo by Marc Najera via Unsplash

Retirement Upside

Why Money Alone Can’t Guarantee a Happy Retirement

A happy and healthy retirement requires more than money, and advisors should help clients find meaning in their golden years

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Fidelity Adds Models with a Taste of Private Markets
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Sequoia Fund to Be Transplanted into an ETF
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ETF Use by RIAs Keeps Climbing
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Roundhill Launches a Space ETF Into Orbit

Retirement Upside

401(k) Withdrawals Are Rising. Here’s Why

Photo via Illia Uriadnikov/Newscom

Hardship withdrawals are considered last-resort financial decisions, so why are so many people making them?

2 min read

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