The Daily Upside

Advisor Upside

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

Inside the DOL’s Plan to Open Up Alternative Assets in 401(k)s

Photo by US Department of Labor via CC BY 2.0

2 min read
Creative Planning Snaps Up 2nd European Firm as Advisors See Client Demand Abroad

Photo by Marcin Nowak via Unsplash

2 min read
No Heirs, No Problem. Why Childfree Clients Are a 60 Million-Person Opportunity

Photo by Lou Lou B Photo via Unsplash

2 min read

Industries

There’s a Clear Winner from the Shutdown’s Disruptive Airport Delays

Photo via Ramon “Tonito” Zayas/Newscom

Clear has gained a cult following of travelers who like to show up for flights five minutes before boarding.

2 min read

ETF Upside

What the Iran War Could Mean for Electric Vehicle ETFs

Photo by Hyundai Motor Group via Unsplash

The EV market has been struggling, especially in the US. But demand is still high, and rising oil prices may shift buyers to EVs.

2 min read

Retirement Upside

Gaps in Estate Planning Can Leave Crypto Assets Lost and Worthless

Photo by Traxer via Unsplash

Millions of dollars of crypto could be trapped in the abyss instead of being passed down as inheritance.

1 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Fredrick F. via Unsplash

Behind the Tanker Shipping ETF Returning 450% YTD
Photo by Ahmet Kurt via Unsplash

Why the $100M AUM Survival Limit May No Longer Matter
Photo by Liam Truong via Unsplash

Goldman, BlackRock CEOs Predict Massive Growth in Alternatives
Photo by Håkon Grimstad via Unsplash

Dimensional Launches First Active ETF Share Class

Social Media

Lawsuit Losing Streak Adds Existential Angst to Meta’s Pivot

Photo via Tom Williams/CQ Roll Call/Newscom

Shares of Meta plummeted roughly 8% on Thursday as investors digested the implications of the court losses.

2 min read

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