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

What Happens When Private Markets Get Opened Up to the Masses?

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2 min read
Selling a Firm? Here’s How To Boost Valuations

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These Are the Best AI Prospecting Tools for Advisors

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Economics

Supreme Court Questions White House Rationale for Tariff Regime

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The Supreme Court agreed to fast track this case, meaning a ruling could be handed down before the end of the year.

2 min read

M&A

Novo Nordisk’s $10 Billion Bid Ups the Ante in Bidding War for Obesity Biotech Metsera

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Metsera on Tuesday called Novo Nordisk’s new $10 billion offer “superior” to rival Pfizer’s bid of $8 billion.

2 min read

Finance

Unease About Warren Buffett’s Retirement Overshadows Berkshire Earnings Beat

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For the 12th consecutive quarter, Berkshire Hathaway was a net seller of stocks, offloading $6 billion worth.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Active ETFs Keep Coming. Selling Them Is Another Story
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Why Emerging Markets ETFs Are Shying Away From China
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What a Tech-Fueled Takeover of Janus Henderson Might Mean
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Latest 351 Exchange Trick? A $150,000 Minimum

Technology

Stock-Split Speculation Looms over Surveillance Tech Firm Palantir’s Earnings

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The company has been one of the top beneficiaries of Trump administration policies, with US revenue climbing 68% year-over-year in Q2.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by AltoClassic via iStock and Freepik

Economics

Thawing Housing Market Not Yet Liquid Enough to Jump-Start Sales

Rejuvenating frozen US housing sales will require a strong job market and mortgage rates low enough to pique sellers’ interest in new homes.

4 min read
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Advisor Upside

Worried About Record Stock Market Concentration? Us, Too

The 10 most valuable US companies had a market capitalization of nearly $24.4 trillion as of October

4 min read
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Healthcare

Eli Lilly’s Sterling Results Highlight Rival Novo Nordisk’s Fading Fortunes

Record performance of its GLP-1 drugs sent shares in Eli Lilly soaring almost 4% after its earnings call on Thursday.

2 min read

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