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

BlackRock Takes On Invesco, State Street With New Nasdaq-100 ETF

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2 min read
Should Advised Clients Automatically Become Accredited Investors?

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2 min read
Long-Short SMAs Aim to Keep the Tax Losses Flowing

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2 min read

Big Tech

Apple Edges Closer to Dethroning Nvidia After $30B Broadcom Chips Deal

Photo via Tom Williams/CQ Roll Call/Newscom

Apple shares climbed nearly 1% on the news, bringing it closer to reclaiming the throne as the biggest US company by market cap.

2 min read

ETF Upside

SK Hynix IPO Drives Latest Round of Single-Stock Filings

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With SpaceX’s mammoth IPO in the rear-view mirror, ETF providers are taking advantage of an influx of other market debuts.

1 min read

Advisor Upside

Rich Getting Richer Fuels Demand for Advisors

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The UBS Global Wealth Report says the ranks of the wealthy are swelling at every income level.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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SEC’s Interest in Novel ETFs Could Become a ‘Reality Check’
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Comcast’s Spinoff Highlights a Growing Divide in Telecom ETFs
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Standing Out From the Single-Stock ETF Crowd
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Leveraged ETFs Are Booming, But Are Advisors Buying?

Blockchain

Strategy’s Days of Never Selling Bitcoin Are Done

Photo via Travis Ball/Travis P Ball/Sipa USA/Newscom

Bitcoin briefly dipped below $60,000 last week, down from its peak of more than $126,000 in October of last year.

1 min read

Photo via imageBROKER/Stefan Sutka/Newscom

Electric Vehicles

Tesla’s Delivery Rebound Fails to Crush Negative Narrative

Even with the big sales resurgence, Tesla likely won’t touch its annual deliveries peak set in 2023, when it sold 1.8 million cars.

2 min read
Photo via Florian Gaertner/IMAGO/BMF/Newscom

Artificial Intelligence

OpenAI, Anthropic Speed Toward IPOs Amid Growing Scrutiny of Token Payments

Enterprise customers have begun to doubt the burdensome cost of pay-per-use token consumption and are looking to cheaper models.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Shutter2U, Wavebreakmedia, and Feedough via iStock

Advisor Upside

Are Advisors Rethinking Index Investing?

Low-cost funds can come with tradeoffs when it means owning the losers right alongside the winners.

4 min read

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