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

Fidelity Joins BlackRock, Vanguard in Offering Annuities in 401(k) Plans

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2 min read
Retiring Advisors Push M&A Deals to $2.5T

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2 min read
Secondary Market for Life Insurance Merits Second Look From Advisors

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2 min read

Photo via Richard B. Levine/Newscom

Media & Entertainment

Fox Places Big Bet on Streaming with $22 Billion Roku Deal

Folding The Roku Channel into Fox would create a media conglomerate capable of competing for eyeballs, and ad dollars, with the best of them.

1 min read
Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

Artificial Intelligence

Anthropic Fights to Bring Most Powerful AI Models Back Online

Cybersecurity experts are raising concerns that the shutdown of Anthropic’s models could open bigger holes in the US’s digital defenses.

2 min read
Photo via IMAGO/Bernd Feil/M.i.S./IMAGO/MiS/Newscom

Consumer

Have Fuel, Will Travel: Airline, Cruise Stocks Gain Momentum with Iran Deal

Earlier this month, the International Air Transport Association warned that global airline profits could dip by half this year.

2 min read

ETF Upside

Vanguard Dethrones BlackRock as America’s ‘Definitive King’ of ETFs

Photo via Budrul Chukrut/ZUMAPRESS/Newscom

The issuer’s popular S&P 500-tracking fund also recently made history by amassing $1 trillion in assets.

2 min read

Photo by Curated Lifestyle via Unsplash

ETF Upside

Behind the TMX Deal to Buy RAFI Indices From Research Affiliates

The acquisition adds some 90 indices to VettaFi’s roster and more than triples the firm’s indexed assets.

1 min read
Photo via Doroni

Autos

Why European, Especially German, Automakers are Going on Defense, Literally

With the German car industry mired in structural disarray, the pivot to the thriving defense sector has fast become a sign of the times.

2 min read
Photo via Sports Press Photo/Curtis Wong / SPP/Sipa USA/Newscom

Media & Entertainment

Amid World Cup Mania, FanDuel Parent Drops Dual Listing

Flutter told Barron’s last week that it expects to manage 100,000 bets per minute at peak times during the World Cup.

2 min read
Photo via Daniel Torok/White House/Newscom

Economics

Wall Street Is Preparing for Kevin Warsh’s First FOMC Meeting as Head of the Fed

2 min read
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ETF Upside

Schwab Follows Vanguard With Fee Cuts on 4 ETFs

The reductions aren’t raising stakes in the never-ending game of fee poker between asset managers. Rather, Schwab is calling their bets and refusing to fold.

1 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Tohamina/Freepik, Rodworks/iStock, and Banphote Kamolsanei/iStock

Advisor Upside

Diversification Is Better than a Free

Owning a broad basket of investments may be the only way to reduce a portfolio’s risk, without simultaneously reducing its expected returns.

3 min read

Economics

Can Kevin Warsh Tame the Fed’s $6.7 Trillion Balance Sheet?

Photo illustration by Connor Lin / The Daily Upside, Photos by AdMedia/SIPA and IMAGO/Zoonar/Marco Brivio via Newscom

4 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Verena Yunita Yapi via Unsplash

Hyperliquid ETFs Are Here. Should Advisors Buy the HYPE?
Photo by Bill Jelen via Unsplash

SpaceX IPO Could Launch an ETF Buying Bonanza
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Northern Trust Becomes Latest Firm to Apply for ETF Share Classes
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Keith Fitz-Gerald’s New ETF Is Betting Against Diversification

Finance

SpaceX Draws Hordes of Investors, Some Unlikely or Unknowing

Photo via World Economic Forum / Avalon/Newscom

SpaceX is expected to set aside 20% of its shares for retail buyers who’ve placed bids for more than $100 billion worth of shares.

2 min read

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