The Daily Upside

Advisor Upside

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

Access to Alternative Investments Is Opening Up. Do Clients Care?

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2 min read
Financial Advisors Are Finding Their Voice on Substack

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2 min read
Live Fast and Leave Nothing Behind: Could Modern Medicine Dampen the Great Wealth Transfer?

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2 min read

Media & Entertainment

Comcast Calls It Splits With NBCUniversal

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Comcast said Monday it’ll spin off NBCUniversal from its broadband and wireless biz, investors are happy with the move.

2 min read

ETF Upside

Autocallable ETFs Rack Up $2.5B in Assets in First Year

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The funds have simplified an opaque and complex market with limited liquidity that even experienced advisors may not fully understand.

2 min read

Retirement Upside

Clients Have Retirement Savings Plans. Withdrawal Plans? Not So Much

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Only 22% of workers have given serious thought to their 401(k) withdrawal strategy, according to a new survey from TIAA and Nuveen.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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When Markets Move, Trend-following ETFs Drop One Asset for Another
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What the FIFA World Cup Means for ETFs
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Why Some Regulators Have ‘Regrets’ Over Leveraged Single-Stock ETFs
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Active ETFs Approach Record $2.5T in Assets

Banking

Who’s Ahead in JPMorgan’s Game of Thrones?

Photo via Yen Meng Jiin/The Business Times/Newscom

The race to succeeed Jamie Dimon at JPMorgan Chase has apparently narrowed to just two candidates, Doug Petno and Troy Rohrbaugh.

2 min read

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