The Daily Upside

Advisor Upside

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

There Are Now More 401(k) Millionaires Than Ever

Photo by Katelyn Perry via Unsplash

2 min read
Nearly Two-Thirds of Young Investors Take Advice From Finfluencers

Photo by Daiga Ellaby via Unsplash

2 min read
Meep, Meep: Ocean Park CIO James St. Aubin talks AI Bubble, Regulatory Shifts and Looney Tunes

Photo via Ocean Park Asset Management

4 min read

Media & Entertainment

Paramount Refuses to Take ‘No’ for an Answer on Warner Bros. Takeover Bid

Photo via Ted Soqui/Sipa USA/Newscom

The straight-to-shareholders pitch rests in part on the argument that a Paramount takeover is more appealing to regulators.

2 min read

Economics

Traders Say a December Rate Cut Is Coming. The Fed Isn’t so Sure

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Ahead of the Federal Open Market Committee’s meeting Wednesday, the CME Group’s FedWatch tool has the odds of a quarter-point cut at 87%.

1 min read

Consumer

Dollar Stores Increasingly Make Sense for Crunched Consumers

Photo via Michael Siluk/UCG/Universal Images Group/Newscom

Dollar General said Thursday that third-quarter revenue rose 4.6% to $10.6 billion and net profit 44% to $283 million.

1 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Vanguard Raises White Flag Over Crypto ETFs
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Model Portfolios Decide Which ETFs Succeed. That Might Not Be a Good Thing
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How ETF Issuers Can Use AI to Target New Strategies
Photo via Stefan Kiefer/Newscom

Schwab Plans to Charge for Shelf Space Next Year. It Could Hit Small Issuers Hardest

Consumer

Believe: Macy’s Posts Best Growth In Three Years as ‘Reimagine’ Strategy Pays Off

Photo by littleny via iStock

For now at least, it looks like the storied retail company’s turnaround effort is taking hold as well as paying off.

2 min read

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