The Daily Upside

Advisor Upside

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

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Consumer

Tyson Customers Flock to Chicken While Beef Flounders

Thankfully, consumers have simply flocked to chicken in lieu of steak, keeping the company afloat and helping it beat Wall Street’s estimates.

1 min read
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Consumer

Armani Outfits Olympics Team While Preparing to Pass Founder’s Torch

The first Armani runway menswear collection without any influence from the founder debuted in late January.

2 min read
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Artificial Intelligence

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

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

Yeehaw: Trump’s Truth Social Funds to Acquire God Bless America ETF (YALL)

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It’s one of the rare examples of M&A in the ETF industry.

2 min read

Banking

Luxury Card Cage Match Heats Up With Rising Perks, Prices

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

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

ETF Upside

All Things ETFs: Simplified and Actionable

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Gold ETFs Shine as Prices Hit New Highs
Photo via Spencer Jones/Plexi Images/GHI/Universal Images Group/Newscom

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

Advisors Look for Midas Touch as Gold Prices Soar

Photo by Zlaťáky.cz via Unsplash

Wealth managers will need to be ready for client questions about gold, particularly from those worried about geopolitical risk.

2 min read

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