The Daily Upside

Advisor Upside

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

Gen X Clients Need Help Saving for Retirement. What’s The Cure?

Photo illustration by Connor Lin / The Daily Upside, Photos by Tomwang112 and VvoeVale via iStock

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

Photo by Getty Images via Unsplash

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

Photo by Claudio Schwarz via Unsplash

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Sabelskaya and Gyzele via iStock

Economics

US Tariffs Chew a Hole in Retailers’ (and Shoppers’) Christmas Stockings

The US has basically imposed tariffs on Christmas this year: Trees, ornaments and even gifts. Now, both shoppers and sellers feel Grinchy.

6 min read
ETF Upside

It’s Part of the Game: Matt Tuttle on Closing ETFs and Looking to the Stars

ETF Upside sat down with Tuttle to discuss his approach to ETFs and what has him so interested in alien technology.

4 min read
Photo via Cfoto/ZUMAPRESS/Newscom

Healthcare

CEO Says AstraZeneca Can ‘Absorb’ Costs of Trump-Driven US Deals

AstraZeneca is the biggest drugmaker in Britain and its £193 billion ($253 billion) market capitalization tops the London Stock Exchange.

2 min read

Electric Vehicles

Tesla Votes to Make Elon Musk the $1 Trillion Man

Photo via Gage Skidmore/ZUMAPRESS/Newscom

For Musk to secure the full bag, Tesla must reach 20 million delivered EVs and a market cap of $8.5 trillion, up from $1.54 trillion today.

2 min read

M&A

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

Photo via Mads Claus Rasmussen/ZUMAPRESS/Newscom

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

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Alexander Mils via Unsplash

Why Money Market ETFs Haven’t Lost Popularity, Yet
Photo by NASA via Unsplash

ETF Sales Rocket Upward in October
Photo by Jumpei Mokudai via Unsplash

Active ETFs Keep Coming. Selling Them Is Another Story
Photo by Hanson Lu via Unsplash

Why Emerging Markets ETFs Are Shying Away From China

CIO Upside

Microsoft Wants to Strengthen Clinical AI

Photo via U.S. Patent and Trademark Office

Microsoft wants to patent a system that thinks, acts and checks its results while handling patient data and working within hospital systems.

1 min read

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