The Daily Upside

Advisor Upside

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

Goldman Sachs to Invest $42.5M in TAMP GeoWealth

Photo via GeoWealth

1 min read
How Vanguard Is Mapping Out the Future of AI

Photo via Connor Lin / The Daily Upside

2 min read
Finances Are Straining Relationships, CFP Board Says. Advisors Are Stepping in to Help

Photo by Curated Lifestyle via Unsplash

2 min read

Media & Entertainment

Can New CEO Josh D’Amaro Break Disney’s Bob Chapek Curse?

Photo via IMAGO/Kobe Li/IMAGO/Nexpher Images/Newscom

D’Amaro, like Chapek, made his bones in Disney’s parks and cruises division, which continues to be a major profit driver.

2 min read

Photo via Damon Butler

Advisor

What Advisors Are Saying About Retirement’s Future

10 min watch
Photo via Damon Butler

ETF

AI Meets Active Management: The Technology Powering the Next Generation of ETFs

5 min watch
Artificial Intelligence

AI Anxiety May Be Overblown, but the Disruption Is Real, Says CION’s Mark Gatto

12 min watch

Inflation & Prices

Shock After Shock: Fed Fears Iran War May Fuel Higher Inflation

Photo via Samuel Corum/Sipa USA/Newscom

The Bureau of Labor Statistics said Wednesday that the producer price index rose 0.7% month-over-month in February, higher than expected.

2 min read

Blockchain

Mastercard Embraces Digital Future with $1.8 Billion Bet on Stablecoin

Photo via IMAGO/Michael Bihlmayer/IMAGO/Bihlmayerfotografie/Newscom

It’s a move that could help secure Mastercard’s place in not just the crypto world of tomorrow, but the AI-driven one too.

2 min read

Photo by Patrick Fore via Unsplash

ETF Upside

Defiance to Launch Autism Impact ETF, Donate Profits

With ETFs generally operating on thin margins, it’s quite rare for an issuer to forgo profits.

2 min read
Photo by gorodenkoff via iStock

Advisor Upside

New Lending Platforms Help Advisors Close Competitive Gap With Banks

Flourish CEO Max Lane said his company’s recently launched lending service has saved clients hundreds of dollars per month.

2 min read
Photo via Damon Butler

Advisor

The Multi-Trillion Dollar Shift: The Future of Active ETFs

6 min watch

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Maria Lupan via Unsplash

Iran War Drives Commodities ETF Rally as Stocks Retreat
Photo via Richard B. Levine/Newscom

What’s at Stake for BlackRock’s Ethereum ETFs?
Photo by Getty Images via Unsplash

State Street Gives Asset-Backed Securities the Private Treatment
Photo by Annie Spratt via Unsplash

Fidelity Adds Models with a Taste of Private Markets

Advisor

The Private Markets Push: How AI Is Changing the Private Credit Landscape

Photo via Damon Butler

2 min watch

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