The Daily Upside

Advisor Upside

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

UBS, LPL Ramp Up Recruitment After Shedding Advisers in Early ’26

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

2 min read
Here’s What Advisors Need to Know When Clients Co-Sign for Kids’ Student Loans

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2 min read
Junk Bunds Are a ‘Different Animal.’ Here’s How Advisors Are Taming Them

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2 min read

Big Tech

Amazon Opens Up Its Sprawling Logistics Network, Dealing Painful Blow to UPS, FedEx

Photo via Amazon

Amazon’s supply chain has a long established lane in customs clearance from China to the US, which is very appealing for potential customers.

2 min read

ETF Upside

Will Prediction-Market ETFs Launch This Week? Yes or No

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Roundhill and GraniteShares indicated that they could soon launch funds making election bets.

2 min read

Retirement Upside

How Dividend Investing Fits Into Retirement Portfolios

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The consistent payment of dividends indicates business stability and therefore offers predictability, which is naturally appealing to retirement investors.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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After Meme Stock Squeeze, Former Hedge Fund Manager Plotkin Plots ETF
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Why Autocallable ETFs Are Gaining Ground on Structured Notes
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Active ETF Sales Globally Surge 70%
Photo via Richard B. Levine/Newscom

BlackRock, State Street Want In on the Nasdaq 100. Can They Compete With Invesco’s QQQ?

Finance

Berkshire’s Annual Meeting Shines Spotlight on Buffett Successor Greg Abel

Photo via John Angelillo/UPI/Newscom

Class B shares of the company have lagged the S&P 500 by 37 percentage points in the past 12 months, the worst such stretch since 2000.

2 min read

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