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Advisor Upside

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

What Advisors Are Watching as the Iran War Escalates

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2 min read
Inside Carson Group’s $60B Growth Story and Its Big AI Bet

Photo via Carson Group

2 min read
How Advisors Are Finding Opportunities in Private Real Estate Right Now

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2 min read

Technology

Wall Street Gets Bullish on Cybersecurity as Iranian Hackers Target US

Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

Four firms, Palo Alto, Okta, Cloudflare and Crowdstrike, stand out to analysts, and for reasons beyond geopolitics.

2 min read

ETF Upside

Iran War Drives Commodities ETF Rally as Stocks Retreat

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The war in Iran and ongoing political uncertainty have buoyed commodities ETFs broadly, though oil has experienced the biggest rise.

2 min read

Technology

Will MANGO Inherit Magnificent 7’s Market Dominance?

Photo illustration by Connor Lin / The Daily Upside

Change is the universal constant and even the Magnificent 7, being reshaped by AI upheaval, isn’t immune. Here’s what you should know.

4 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Fidelity Adds Models with a Taste of Private Markets
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Sequoia Fund to Be Transplanted into an ETF
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ETF Use by RIAs Keeps Climbing
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Roundhill Launches a Space ETF Into Orbit

Artificial Intelligence

Amazon-Perplexity Lawsuit Heralds Start of Shop-Bot Wars

Photo via Yoshio Tsunoda/AFLO/Newscom

This week, Amazeon scored a court order against Perplexity to ban, for now, the AI startup’s agents from shopping on its e-commerce platform.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Paul Campbell and Vovashevchuk via iStock

Retirement Upside

Why More Medicare Advantage Plans Are Trimming Benefits

After years of aggressive expansion, many Medicare Advantage plans are recalibrating popular extras and changing costs.

2 min read
Photo by Andrej Lišakov via Unsplash

Advisor Upside

Thrivent to Hire 600 Advisors for Second Straight Year

The hiring push comes amid rapid expansion of the independent RIA channel and an approaching advisor shortage driven by retirements.

2 min read
Photo via Efren Landaos/Sipa USA/Newscom

Consumer

Lego Builds Record Sales by Adapting to Tariffs

The Danish toy giant also continues to benefit from the growing number of nostalgic adults buying their products.

2 min read

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