The Daily Upside

Advisor Upside

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

SEC Isn’t Ready to Bet on Prediction Market ETFs Just Yet

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2 min read
Addepar CEO Eric Poirier on AI, Alts and the ‘Eternal Optimist’

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5 min read
Industry Conferences May Be Getting Smaller. That’s the Point

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2 min read

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Semiconductors

Huawei’s Chip Plans: Ambitious or Unrealistic?

The Chinese company was blacklisted from receiving advanced semiconductor technology in 2019 over national-security concerns.

1 min read
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Energy

Exxon Pours Billions into Meeting Rebound in Carbon Capture Demand

Exxon is spending big to connect customers to its 900-mile-wide network of underground carbon transfer pipelines, one executive told the FT.

2 min read
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Artificial Intelligence

SoftBank’s ‘Go Big or Go Home’ AI Bets Fire Up Markets as IPOs Near

SoftBank is one of OpenAI’s top shareholders, having built up a $64.6 billion, 13% stake in the ChatGPT maker.

2 min read

Technology

Quantum Stocks Surge as US Government Arranges Cash Upload

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IBM leads a slate of companies poised to benefit from $2 billion in US government grants to support quantum computing development.

1 min read

Retirement Upside

How TIPS Bridges Can Maximize Social Security Benefits

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Though it can be tricky to model in financial planning software, using a TIPS ladder to delay Social Security is a powerful strategy.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Have We Been Looking at Active Performance All Wrong?
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How ETF Issuers Are Expanding Outside the US
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New Leveraged ETFs to Target AI, Semiconductor Manufacturing
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Inflation Is Heating Up. So Are These TIPS Funds

Advisor Upside

AllianceBernstein, Brookfield, Carlyle Latest Alts Managers to Partner on Private Fund for 401(k)s

Photo via Richard B. Levine/Newscom

The initiative is just the latest in the alternative space as asset managers, record keepers, and even politicians do all they can to introduce the public to private markets.

2 min read

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