The Daily Upside

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

Vanguard Joins Invesco in Race to Offer Bond Ladder ETFs

Photo via Thomas Fuller/ZUMAPRESS/Newscom

2 min read
Are Clients in Denial About Retirement Healthcare Costs?

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2 min read
The Fiduciary Rule Is Dead, but the Conversations Aren’t

Photo via Sasun Bughdaryan

2 min read

Finance

Why American Express Doesn’t Fear an Agentic AI Shop-ocalypse

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Is it possible Citrini underestimated the dopamine rush Millennials get when they use credit card points to book a “free” flight to Bali?

2 min read

ETF Upside

Why the $100M AUM Survival Limit May No Longer Matter

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It’s becoming less expensive to manage ETFs, allowing more funds to remain on the market with lower AUM, according to analysts.

2 min read

Energy

Energy Crisis Powers Up Big Payday for LNG Exporter Venture Global

Photo via Gerard Bottino / SOPA Images/Sipa USA/Newscom

Morgan Stanley analysts on Monday granted the US LNG exporter a rare double upgrade, changing its rating from underweight to overweight.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Vanguard Finally Files for Junk Bond ETF Nearly Two Decades Later
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QQQ Gets an Equal Weight Buddy
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These ETFs Are Being Seeded with Tax-Free Exchanges
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Direxion to Shutter 10 ETFs in April

Semiconductors

Samsung Flexes Memory Muscle in Brawl with Heavyweight TSMC for Foundry Business

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Samsung’s foundry revenue recently fell 3.9% to $12.6 billion, and its market share dipped 2.2 percentage points to 7.2%.

2 min read

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