The Daily Upside

Advisor Upside

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

LPL Might Not Retain 90% of Commonwealth Advisors. Why That’s Not Necessarily a Problem

Photo via LPL Financial

2 min read
Succession Headaches Are Fueling M&A Activity

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2 min read
AI Competency May Be the Next Fiduciary Requirement

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4 min read

Technology

Can Big Tech Earnings Soothe Investors’ AI Bubble Worries?

Photo via Liu Yanan / Xinhua News Agency/Newscom

As major tech companies tee up earnings reports this weeks, shareholders are hoping their massive AI investments start generating returns.

2 min read

ETF Upside

What F/m’s Latest ETF Filing Means for the Future of Tokenization

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The $18 billion issuer has become the first to ask regulators to make existing shares of an ETF available on the blockchain.

2 min read

Semiconductors

Supply Shortages Send Intel Stock Sputtering

Photo by JHVEPhoto via iStock

The good news is that CFO David Zinsner said that the company expects its supply to rebound through the rest of the year.

1 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Alena Kravchenko via iStock

NYSE to Build 24/7 Tokenized Securities Trading Platform
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What Drives Gen Z’s ETF Choices?
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Global X to Launch a Space Tech ETF
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Are ETFs That Hold a Little Bit of Private Assets a Big Deal?

Advisor Upside

JPMorgan Topples Dimensional for Active ETF Crown

Photo by hapabapa via iStock

The firm now manages just $2 billion more than Dimensional in active ETF assets.

2 min read

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