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

Advisors Muscle Up Client Portfolios as Dollar Weakens

Photo illustration by Connor Lin / The Daily Upside, Photo by Filistimlyanin via iStock

4 min read
Vestwell Raises $385M in Funding, Doubling Total Investments

(Photo by Towfiqu barbhuiya via Unsplash)

1 min read
Wealthtech Jump Raises $80M as AI Wealthtech Funding Surges

Photo via Jump

1 min read

Photo illustration by Connor Lin / The Daily Upside

Economics

The Taxman Still Cometh, But May Take Away Less

Thanks to a sweeping bill enacted by Congress last year, many American taxpayers may owe less to the IRS this April than we feared.

4 min read
Photo via Sue Dorfman/ZUMAPRESS/Newscom

Economics

Supreme Court Rules White House Lacks Authority for Billions of Dollars in Tariffs

The US Supreme Court struck down tariffs imposed by President Trump on an array of trading partners, upending a signature White House policy.

3 min read
Photo via Richard B. Levine/Newscom

Technology

DoorDash Delivers Fresh Profits with a Soggy Forecast

The delivery giant’s revenue in the winter quarter climbed 38% compared to the same time last year, for a total near $4 billion.

2 min read

International Economics

Tariff Costs Triple for Midsized US Businesses: JPMorgan

Photo via Walter G. Arce Sr./ZUMAPRESS/Newscom

For mid-sized firms largely lack the ability to dictate trade terms or shuffle their supply chains, making tarriffs a major pain.

2 min read

Advisor Upside

Orion to Launch New Annuities Tools for Advisors

Photo by Jacob Wackerhausen via iStock

The wealthtech firm is integrating three comparison tools through annuities provider DPL Financial Partners.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Neil and Zulma Scott via Unsplash

TBIL Rang the Opening Bell on Dual Share Classes. What Comes Next?
Photo by Lucas Santos via Unsplash

Why Buffer ETFs May Fall Short for Long-Term Investors
Photo by Getty Images via Unsplash

Fidelity Jumps into Growing CLO ETF Market
Photo by Zoshua Colah via Unsplash

Do ETFs Make RIA Firms More Valuable?

Consumer

Cruising for Trouble: Activist Investor Elliott Chastises Norwegian Board for CEO Picks

Photo via Sebastian Kahnert/dpa/picture-alliance/Newscom

In a letter, Elliott said that they see a path for the stock to hit $56 per share, a roughly 159% increase from its current price.

2 min read

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