The Daily Upside

Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

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Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

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How Advisors Can Work with Parents to Protect Athlete Clients

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Were the Cockroaches Alone? Dimon IDs Malodorous Mammal at Economy’s Gates

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Ongoing armed conflict in Ukraine and Iran, Dimon wrote, have him concerned about an economic “skunk at the party.”

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Lives of ETFs Get Shorter as More Funds Shutter Than Ever Before

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The industry is still in growth mode, but getting more businesslike, said Bloomberg analyst Eric Balchunas.

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Is AI the Answer for Mass-Market Retirement Advice?

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Savers with significant assets can get great retirement advice, but those of lesser means are often left out.

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ETF Upside

All Things ETFs: Simplified and Actionable

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Investors Shy Away from Sustainable ETFs. Energy Demands May Change That
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What’s Next in Bitcoin ETFs? Volatility Funds
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Cambria Cannabis ETF Closes Up Shop as Investor Interest Fades
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How Alpha Architect Is Keeping 351 ETFs Rolling

The DOL’s New Proposal Is About More Than Alts in 401(k)s

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Retirement industry experts hope the proposed regulations will help put a stop to cookie-cutter lawsuits targeting well-meaning plan sponsors.

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Why ‘Old School’ Franklin Templeton Just Bought a Crypto Startup

The crypto space is relatively small compared with other asset classes, but the hype train is barreling down the tracks.

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Sandisk Stock Nearly Triples in Record Quarter

The massive demand for flash memory in AI chips is creating lots of good memories for Sandisk shareholders.

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The New Magic Retirement Number Is $1.46M

Persistent inflation and longevity gains, along with worries about Social Security, have pushed up Americans’ retirement savings target.

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