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

Inside Cetera’s New $19B Employee-Advisor RIA

Photo via Connor Lin / The Daily Upside

1 min read
Forget Allowances, Most Teens Want to Know How to Invest

2 min read
Don’t Forget About Hosting Client Events. Yes, IRL

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2 min read

Big Tech

Meta Lags Rival Hyperscalers as Investors Grow Wary of Surging CapEx

Photo via Tom Williams/CQ Roll Call/Newscom

Meta is planning a spending spree later in this year, raising its expected annual capital expenditures from $115 billion to $135 billion.

2 min read

ETF Upside

Why Autocallable ETFs Are Gaining Ground on Structured Notes

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Products that replicate structured note payoffs in the ETF wrapper are growing in popularity and have even launched in Europe.

2 min read

Advisor Upside

Here Are the Top Active ETFs Used by Advisors

Photo via Jimin Kim/ZUMAPRESS/Newscom

JPMorgan issues three of the top five active funds preferred by RIAs.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo via Richard B. Levine/Newscom

BlackRock, State Street Want In on the Nasdaq 100. Can They Compete With Invesco’s QQQ?
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Betting All the Chips on Memory ETFs
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New Executive Orders Boost Weed and Psilocybin ETFs
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Space ETF Launches Take Off Ahead of SpaceX IPO

Technology

Big Telecom Frets Over Dwindling Subscriber Growth

Photo via Richard B. Levine/Newscom

The trend is bedeviling the entire US telecom industry as the domestic cellular market reaches its final stages of maturity.

1 min read

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