The Daily Upside

Advisor Upside

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

These ETFs Would Bet on 2028 Presidential, Congressional Races

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2 min read
Ready to Mingle: What Advisors Need to Know About Advising Single Women

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2 min read
Orion to Launch New Annuities Tools for Advisors

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2 min read

Big Tech

Why Apple No Longer Trades Like a Tech Firm

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As the rest of Big Tech embark on one of the greatest capex ventures in human history, Apple is practically spending pennies by comparison.

2 min read

ETF Upside

‘Clean’ Company Index Trounced Peers Over Past Decade

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Sustainable investing doesn’t always outperform, but the trend is positive, according to As You Sow.

2 min read

Advisor Upside

RIAs Will Need Twice As Many New Staffers to Match Growth, Schwab Says

Photo via Yichuan Cao/Sipa USA/Newscom

Mentorship programs and compensation packages are the best ways to retain new recruits, per Schwab’s latest report.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Fidelity Jumps into Growing CLO ETF Market
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Do ETFs Make RIA Firms More Valuable?
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Inside Baron Capital’s SpaceX ETF Party
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ETF Conversions from Mutual Funds Hit Record Highs

Advisor Upside

Advisors Drop The Wall Street Attire for a More Alternative Approach

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For many advisors, the polished, country-club professional script can feel inauthentic.

2 min read

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