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

Orion to Launch New Annuities Tools for Advisors

Photo by Jacob Wackerhausen via iStock

2 min read
Vanguard, SEI Back $25M Funding Round in Wealth AI Startup Avantos

Photo via Connor Lin / The Daily Upside

2 min read
After Selloff, Wall Street Execs Double Down on AI

Photo by Getty Images via Unsplash

2 min read

Artificial Intelligence

Can Alibaba’s Qwen3.5 Help Chinese AI Catch Up?

Photo via Imagine China/Newscom

Alibaba, Baidu and Tencent are racing to win users over to their AI apps during the Lunar New Year, a time of high user acquisition in China.

2 min read

Industries

World’s Largest Pork Producer Plans Billion-Dollar South Dakota Revamp

Photo via Smithfield Foods

Smithfield Foods announced plans to build a “new state-of-the-art” $1.3 billion processing facility in Sioux Falls, South Dakota.

2 min read

ETF Upside

Fidelity Jumps into Growing CLO ETF Market

Photo by Getty Images via Unsplash

Collateralized loan obligation ETFs are quickly gathering assets, including some that limit distributions.

2 min read

Advisor Upside

The Risk of Taking on Too Much Risk

No matter the allocation clients choose, being consistent is almost always more important.

4 min read
Photo illustration by Connor Lin / The Daily Upside, Photos via Waymo, Zoox, and Tesla

Electric Vehicles

Who Will Win the Robotaxi Wars?

All of the major players are vying for a major share of a ridehailing market estimated at $43 billion in the US and $150 billion worldwide.

5 min read
Photo via DPST/Newscom

Real Estate

The Commercial Real Estate Market Is Touting a Recovery as the Waldorf Astoria Offers a Test

A Chinese state-run company that owns Manhattan’s Waldorf Astoria is preparing to sell the hotel, The Wall Street Journal reported this week.

1 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Zoshua Colah via Unsplash

Do ETFs Make RIA Firms More Valuable?
Photo by SpaceX via Unsplash

Inside Baron Capital’s SpaceX ETF Party
Photo by Markus Spiske via Unsplash

ETF Conversions from Mutual Funds Hit Record Highs
Photo via Richard B. Levine/Newscom

BlackRock’s ‘Unusual’ Acquisition of CornerCap’s ETF

Artificial Intelligence

SoftBank’s All In on OpenAI and So Far It’s Paying Off

Photo via Fumiyasu Nakatsuji/Jiji Press/Newscom

Boosted by OpenAI returns, SoftBank swung to a $1.6 billion profit last quarter after losing $2.4 billion in the same quarter last year.

2 min read

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