The Daily Upside

Advisor Upside

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

Why Morningstar’s Christine Benz Isn’t a Fan of Alts in 401(k)s

Photo via Morningstar

3 min read
Dan Ives Doubles Down on AI with Second WedBush Thematic ETF

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2 min read
Can ‘Terror Management Theory’ Explain Inheritance Spending?

Photo by Yunus Tuğ via Unsplash

2 min read

Artificial Intelligence

Anthropic Curbs Rollout of AI Skeleton Key While Meta Regains Model Momentum

Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

Meta launched its first major AI model after a significant overhaul, while Anthropic is keeping its own dangerously good model under wraps.

2 min read

ETF Upside

ETF Investors Hide Out in Energy Sector amid Iran War

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Energy sector funds attracted a record $5 billion of inflows.

2 min read

Media & Entertainment

Mideast Sovereign Wealth Funds Back Paramount’s WBD Takeover

Photo via BONNIE CASH/UPI/Newscom

Saudi Arabia’s Public Investment Fund, the Qatar Investment Authority, and Abu Dhabi’s L’imad Holding Co are all aboard, per the WSJ.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Andrej Lišakov via Unsplash

Lives of ETFs Get Shorter as More Funds Shutter Than Ever Before
Photo by Ryoji Iwata via Unsplash

Buffer ETFs with Short Timelines Make a Case for Investors
Photo by Tyler Casey via Unsplash

Investors Shy Away from Sustainable ETFs. Energy Demands May Change That
Photo by Maxim Hopman via Unsplash

What’s Next in Bitcoin ETFs? Volatility Funds

Consumer

Danone’s Watershed Moment Puts Mineral H₂O in the Spotlight

Photo via IMAGO/Werner LEROOY/IMAGO/Werner Lerooy/Newscom

Nestlé, meanwhile, is looking to offload 50% of its water business in a shift away from capital-intensive, lower-growth segments.

2 min read

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