The Daily Upside

Advisor Upside

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

The Fiduciary Rule Is Dead, but the Conversations Aren’t

Photo via Sasun Bughdaryan

2 min read
AssetMark Becomes Latest Firm to Expand Tax Planning Tools

Photo via Connor Lin / The Daily Upside

2 min read
What Will Advisors Do if AI Takes Over the World?

Photo by Jason Richard via Unsplash

3 min read

Finance

Berkshire Maintains Buffett’s Bullishness on Japan with $1.8 Billion Tokio Marine Deal

Photo via John Angelillo/UPI/Newscom

In Tokio Marine, one of Japan’s “Big Three” non-life insurance groups, Berkshire is making a big bet on the country’s huge insurance sector.

2 min read

ETF Upside

Vanguard Finally Files for Junk Bond ETF Nearly Two Decades Later

Photo by Pete Alexopoulos via Unsplash

An asset manager as big as Vanguard has the luxury of delaying fund launches without much consequence.

1 min read

Advisor

Models in the Making: How VanEck is Positioning Portfolios for 2026

Photo via Damon Butler

11 min watch

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Getty Images via Unsplash

These ETFs Are Being Seeded with Tax-Free Exchanges
Photo by Pedro Novales via Unsplash

Direxion to Shutter 10 ETFs in April
Photo by Patrick Fore via Unsplash

Defiance to Launch Autism Impact ETF, Donate Profits
Photo by Maria Lupan via Unsplash

Iran War Drives Commodities ETF Rally as Stocks Retreat

Energy

Iranian Strikes on LNG Plant Heighten Risk of “Doomsday Scenario” for Natural Gas

Photo via Tim Brakemeier / Deutsch Presse Agentur/Newscom

Iranian strikes on Qatar’s Ras Laffan plant eliminated three to five years of LNG exports worth some $20 billion in yearly revenue.

2 min read

Photo by Marcnorman via iStock

Retirement Upside

Why March Is too Late to Talk Taxes with Your Retirement Clients

Effective tax management is a year-round operation, but there are timely strategies to consider right now.

2 min read
Photo via Damon Butler

Investments

Commodity Bulls Have a Strong Case to Make in 2026

8 min watch
Photo via Damon Butler

Advisor

What Advisors Are Saying About Retirement’s Future

10 min watch

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.