The Daily Upside

Advisor Upside

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

‘Die with Zero’ May Be Unrealistic, But That’s Not Stopping Retirees From Trying

4 min read
Why Investor Returns Don’t Always Match Fund Performance

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2 min read
Fidelity AUM Nears $8T Riding ‘Perfect Storm’ of Retail Investors

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1 min read

Photo illustration by Connor Lin / The Daily Upside

Artificial Intelligence

With SEO Rizz Fading, Brands Compete For Chatbot Love

Users who encounter an AI summary click on an actual link to a third-party site just 8% of the time, according to a recent Pew Research study.

7 min read
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Retirement Upside

Advisors Can Be Heroes for the Sandwich Generation

A quarter of Americans are caring for both children and parents. It’s both a financial and emotional challenge for clients, and advisors should make sure they take care of themselves before helping others.

2 min read
Photo via Doug Nicotera/ZUMAPRESS/Newscom

Energy

Vistra Earnings Offer Window Into Power Generation Ramp-Up for AI Data Centers

US power use is expected to keep notching record highs in 2026 and 2027, according to the Energy Information Administration.

1 min read

Healthcare

For Moderna’s Greenlit mRNA Flu Vaccine, Payoff Is a Ways Off

Photo via Pacific Press/Sipa USA/Newscom

The company says it expects to have mFlusiva ready for the upcoming 2026-2027 flu season, which runs from roughly October to May.

2 min read

Advisor Upside

Client Withdrawals Can Outpace Organic Growth if RIAs Aren’t Careful Enough

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RIAs lose 2% to 5% of their AUM annually through client withdrawals, but they’re also averaging just 3% to 4% in organic growth each year.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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How Issuers Are Solving the Dual Share Class Puzzle
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Why Highly Leveraged ETFs Are Still in Limbo at SEC
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Green Funds Go From Red to Black
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How Corgi Funds Plans to Chase Down Wall Street’s Top Dogs

Advisor Upside

LPL Wants AI to Read Financial Plans so Clients Don’t Have To

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While meeting transcribers and email drafters paved the way, artificial intelligence is moving out of the back office and into the core advice process.

2 min read

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