The Daily Upside

Advisor Upside

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

Behind the CFP Board’s CE Requirement Increase

Photo by Getty Images via Unsplash

2 min read
Forget Client Referrals. How Advisors Are Building a ‘Circle of Influence’ Instead

Photo by Getty Images via Unsplash

2 min read
Bitcoin, Solana, Ethereum. How to Explain Cryptocurrencies to Clients

Photo by Art Rachen via Unsplash

2 min read

Technology

Has The SaaS-pocalypse Been Overblown?

Photo via Lenin Nolly/Sipa USA/Newscom

2 min read

ETF Upside

ETF Conversions from Mutual Funds Hit Record Highs

Photo by Markus Spiske via Unsplash

Traditional asset managers that avoided ETFs are now going where the money is.

2 min read

Media & Entertainment

Does Spotify Still Have the (Pricing) Power?

Photo by Alexander Farnsworth via iStock

Earlier this month, Spotify’s monthly Premium subscription fee for US users went up $1 to $12.99 per month.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Curated Lifestyle via Unsplash

Roundhill Files for All-or-Nothing-Style ETFs for Market Indexes
Photo by Naveen Venkatesan via Unsplash

Skip the Super Bowl Parlay. These ETFs Offer a Way to Invest in Sports
Photo by Getty Images via Unsplash

Vanguard Just Cut Fees, Again
Photo by Ahmed via Unsplash

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

Artificial Intelligence

Qualcomm, Arm Take Hits as Rising AI Memory Requirements Snarl Smartphone Production

Photo by JHVEPhoto via iStock

Qualcomm predicted lower sales this quarter than Wall Street expected, thanks to a widespread chip shortage.

1 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.