The Daily Upside

Advisor Upside

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

Data Centers Are the Wizards of Alts. Here’s What’s Behind the Curtain

Photo by Zyanya Citlalli via Unsplash

2 min read
Alts Are Here. Now, It’s Time to Diversify

Photo by Jakub Kapusnak via Unsplash

2 min read
Valuation Questions Abound As Private Assets Enter 401(k)s

Photo by Towfiqu Barbhuiya via Pexels

2 min read

Consumer

For Walmart Investors, Sagging Same-Store Sales Growth Overshadows Bottom-Line Beat

Photo via Michele Eve Sandberg/Sipa USA/Newscom

2 min read

Retirement Upside

The Insurance Conversations Younger Clients Need to Have

Photo by Jacob Wackerhausen via Unsplash

Financial conversations often focus on accumulation, but protection also matters in a holistic plan.

2 min read

Advisor Upside

New Family Offices Prefer Direct Investing to Hedge Funds

Photo by Getty Images via Unsplash

These firms aren’t going to allocate capital toward just anything, nor are they necessarily going to let someone else make those decisions for them.

1 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo via Image of Sport/Newscom

Issuers Have Launched Over 500 Options-Based ETFs Since 2024
Photo by Getty Images via Unsplash

Leveraged ETF Craze Turns Its Sights to Other Funds
Photo via Kyodo/Newscom

The ETF Searching for Alpha Without the Male
Photo by Jacob Culp via Unsplash

Janus Henderson’s JAAA Just Topped $30B. What’s Next For CLOs?

Economics

Bond Market Drives Long-Term Treasury Yields to 19-Year High, Shrugging Off Hesitant Fed

Photo via Li Yuanqing / Xinhua News Agency/Newscom

Bond investors are demanding higher yields, essentially raising the cost of borrowing no matter what the Fed decides to do in September.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.