The Daily Upside

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

Investors Trade in Stocks for Bonds After Big Gains in 2025

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2 min read
LPL Moves Closer to Commonwealth Retention Goals as Profit Climbs 11%

Photo via LPL Financial

1 min read
What’s the Game Plan for Advising Young Sports Stars?

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2 min read

Artificial Intelligence

Palantir CEO Calls Earnings Beat a ‘Cosmic Reward’ for Loyalty to ‘Idiosyncratic Project’

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Palantir’s recent tumble is part of a broader selloff in enterprise software firms, triggered by fears that AI’s coding capabilities.

2 min read

ETF Upside

Nearly 1,000 Active ETFs Launched Last Year. Only About 150 Folded

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Despite active ETFs having a shorter shelf life compared with passive funds, asset managers aren’t expected to slow down anytime soon.

2 min read

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ETF Upside

Franklin Templeton’s Latest ETF Taps ‘Booming’ Emerging Markets Debt

The asset manager’s latest ETF gives investors exposure to debt tied to foreign countries.

1 min read
Photo via Michael Siluk/UCG/Universal Images Group/Newscom

Electric Vehicles

As Tesla Doubles Down on AI and Robots, EVs Look More Like a Side Hustle

Earlier this month, Tesla lost its title as the best-selling electric vehivle maker in the world to Chinese company BYD.

2 min read
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Consumer

Will Lunar New Year Mark Start of China’s Luxury Comeback?

The Lunar New Year, an extended holiday where people celebrate by traveling and shopping, reflects the Chinese economy’s health.

2 min read
Photo via Jeff Gritchen/ZUMA Press/Newscom

Media & Entertainment

As Disney’s Bob Iger Runs Out the Clock, Some Protegés ‘Can’t Wait to Be King’

Whoever gets named to the head job will have the tough job of turning Iger’s late-era ambitions into reality.

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

Advisor Upside

RIA Boom Redraws Wealth Management Map

Assets at independent advisory firms grew at an annualized rate of 11% over the past five years, while wirehouse assets increased just 8.5%, according to recent data.

5 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Konbturut Woradee via iStock

Banking

Luxury Card Cage Match Heats Up With Rising Perks, Prices

Credit card issuers are enticing big spenders with luxurious perks and prestige brands, funded in part by fees that are higher than ever.

5 min read

Private Equity

Blackstone Hits Dealmaking ‘Escape Velocity’

Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Nobody is happier about the exit uptick than Blackstone executives, whose realized performance compensation reached $1.1 billion in 2025.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Gold ETFs Shine as Prices Hit New Highs
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Behind BlackRock’s Proposed Bitcoin Premium Income ETF
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Move Over Mutual Funds, All-ETF Portfolios Are on the Rise
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Clients Are Holding Highly Leveraged ETFs Way Too Long

Advisor Upside

UBS May Be the Next Wall Street Bank to Let Clients Trade Crypto

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The bank is reportedly opening up access to clients in Switzerland ahead of a global rollout.

2 min read

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