The Daily Upside

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

Semiliquid Funds Close In on $600 Billion as Investors Pile into Private Markets

Photo by Alexander Mils via Unsplash

2 min read
New AI Fraud Schemes Are Pushing Losses to Record Highs

Photo by Getty Images via Unsplash

2 min read
Micro-Retirements Carry Macro Risks, Advisors Warn Clients

Photo by Mantas Hesthaven via Unsplash

2 min read

Semiconductors

Memory Crunch Prompts Bets on Micron Earnings Blowout

Photo via Nexpher Images/NEXPHER/Vernon Yuen/Sipa USA/Newscom

Skeptics who point to the memory industry’s boom-and-bust history see bulls as being a little too high on their own chip supply.

2 min read

ETF Upside

Leveraged SpaceX ETFs Traded $1B in Volume on Opening Day

Photo by Alex Shuper via Unsplash

Single-stock funds, particularly leveraged products, have exploded since the company’s IPO.

2 min read

Photo via Jimin Kim/ZUMAPRESS/Newscom

Equities

Nasdaq-100 Onboards 5 New Stocks in AI-Fueled Rebalancing

This morning, the Nasdaq-100 is getting its quarterly rebalance with five firms getting the boot and five taking their place.

2 min read
Photo via Oklo Inc.

Energy

Uranium Deal Powers Up Nuclear Fission Firm Oklo

Oklo struck a multiyear purchasing agreement with Centrus Energy for a difficult-to-source fuel for its new-age nuclear reactors.

1 min read
Photo via Moe Zoyari/ZUMAPRESS/Newscom

Cryptocurrency

Bitcoin Bulls Grope Around for the Floor

Cryptocurrency Bitcoin is still sinking in quicksand and it’s unclear when investors will feel like throwing it a rope.

2 min read
Photo by Drew Jemmett via Unsplash

ETF Upside

What Will ETFs Look Like in 2027? State Street Gazes into Its Crystal Ball

For one thing, derivatives and tokenization are expected to become the norm.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Krittiraj Adchasai and Cherezoff via iStock

Personal Finance

Micro-Retirement vs. Money Fire: How Gen Z Workers Pull Off Unpaid Sabbaticals

Taking an extended break mid-career is the new goal for many young workers, but experts warn it can be more expensive than it looks.

5 min read
Photo illustration by Connor Lin / The Daily Upside

Advisor Upside

Want Top Dollar for Your RIA? Buyers Are Looking for More Than Assets

Acquirers want firms with strong organic growth and next-generation leaders in place.

4 min read

Retirement Upside

Clients Have Money. They’re Just Not Sure What to Do with It in Retirement

Photo by https://unsplash.com/@silverkblack via Unsplash

Less than a third of pre-retirees aged 55 and older actually have a plan for how they’ll withdraw money when they stop working.

1 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo via Jimin Kim/ZUMAPRESS/Newscom

BlackRock Becomes First Mega Issuer to Launch Covered Call Bitcoin ETF
Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

Fidelity Joins Mad Dash into ETF Share Classes
Photo by Mohamed Nohassi via Unsplash

Why Bond Ladder ETFs Are All the Rage
Photo via Budrul Chukrut/ZUMAPRESS/Newscom

Vanguard Dethrones BlackRock as America’s ‘Definitive King’ of ETFs

Big Tech

Apple Joins the High-Tech Price-Hike Club

Photo via Lafargue Raphael/ABACA/Newscom

Samsung, Dell, Nintendo, Sony and Microsoft have all recently announced price hikes to their consumer electronics.

2 min read

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