The Daily Upside

Advisor Upside

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

Get Used to Not Being Your Clients’ Only Wealth Manager

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2 min read
AI May Not Replace Advisors, But It Is Raising Expectations

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2 min read
Clients Could Spend $185,500 on Healthcare in Retirement. Don’t Panic

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2 min read

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Consumer

Cyclospora Parasite Sours Sales Outlook for Taco Bell Parent

Parent company Yum Brands is a sprinkle of shredded lettuce away from disaster as it heads into earnings today.

1 min read
Photo via Samuel Corum/Sipa USA/Newscom

Inflation & Prices

Bond Markets Throw Shade on New Fed Chair’s Inflation Strategy as Interest Rates Hold Steady

The yield on 30-year Treasury bonds hit the highest in 19 years after Warsh spoke following the Fed decision to hold interest rates.

2 min read
Photo via Kathy Hutchins / Hutchins Photo/Newscom

Big Tech

With Apple Back on Top, CEO Tim Cook Preps for Earnings Curtain Call

Shares of Apple have risen 26% this year, enough to help it retake the market cap throne from momentary usurper Nvidia earlier this month.

2 min read

ETF Upside

After Wild Ride, ETF Investors Pump the Brakes on Energy Funds

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The Iran war and the spread of data centers have boosted the performance of energy ETFs, but uncertainty may be creeping in.

2 min read

Advisor Upside

New FINRA Report Aims at Making Enforcement a Little Less Painful

Photo via Kris Tripplaar/Sipa USA/Newscom

The self-regulatory organization has already implemented or announced a number of important process changes. More could be on the way.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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AI ETFs Have Now Become a $65 Billion Market
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SpaceX Is Landing Inside ETFs. Some Might Surprise You
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Why Defense Spending Plays Extend Beyond Defense ETFs
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Think Twice Before Asking AI About Clients’ Estate Planning

Advisor Upside

How Advisors Can Help Couples Confront Their Financial Skeletons in the Closet

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Financial secrecy is an issue advisors must help some clients navigate and it takes a non-judgmental approach.

1 min read

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