The Daily Upside

Advisor Upside

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

How to Create a ‘Tax Planning Mindset’ Instead of a Checklist

Photo by Behnam Norouzi via Unsplash

2 min read
Inside the Anthropic, OpenAI Deals That Are Reshaping Wall Street

Photo via Vincent Isore/ZUMAPRESS/Newscom

2 min read
What to Do When Clients Struggle With Gambling Issues

Photo by Amit Lahav via Unsplash

1 min read

Private Equity

Apollo Boosts Private Credit Transparency as Industry Faces Record Redemption Requests

Photo via Alan Siu Mui Lun/Newscom

The firm reported Wednesday that assets under management surpassed the historic $1 trillion milestone in the first quarter.

2 min read

ETF Upside

Why Prediction-Market ETFs Got Stuck in an SEC ‘Rain Delay’

Several funds expected to launch this week are on hold after the agency asked for more information about the proposed products.

2 min read

Advisor Upside

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

Photo by Charles DeLoye via Unsplash

College enrollment is one area where people tend to do their shopping first and set their budgets second.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Getty Images via Unsplash

‘Star Portfolio Manager’ Model Returns in the ETF Era
Photo by Natalia Blauth via Unsplash

Will Prediction-Market ETFs Launch This Week? Yes or No
Photo via 21Shares

21Shares’ Adrian Fritz on Getting More Advisors Invested in Crypto
Photo by Ben White via Unsplash

After Meme Stock Squeeze, Former Hedge Fund Manager Plotkin Plots ETF

Advisor Upside

Junk Bonds Are a ‘Different Animal.’ Here’s How Advisors Are Taming Them

Photo by Getty Images via Unsplash

High-yield fixed income can be useful to clients looking for yield, but preferring to find it in traditional asset classes.

2 min read

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