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

How Advisors Are Tapping ETFs in Model Portfolios

Photo illustration by Connor Lin / The Daily Upside, Photos by Caiaimage/Chris Ryan, Wasja, and Pictac via iStock

4 min read
Private Assets in 401(k)s Add Modest Value: Morningstar

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2 min read
SEC Zeroes In on Advisors Recommending Alternatives. Just Not Crypto

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2 min read

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ETF Upside

Copycat ETFs Are Everywhere. Should Issuers Worry?

So-called copycat filings are picking up, but whether they’re a problem remains up for debate.

4 min read
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Consumer

Walmart Keeps Fan-Favorite Status as Shoppers Tighten Purse Strings

Despite concerns ahead of the busiest season for retailers, projections show Americans are ready to open their wallets.

2 min read
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Healthcare

Abbott Breaks into Lucrative Cancer Screening Market with $21 Billion Exact Sciences Purchase

Earlier this month, Exact reported a record $851 million in third-quarter revenue, which included $666 million from its screening business.

2 min read

Real Estate

Sun Belt Housing Market too Hot to Touch for First-Time Buyers

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Aided by falling mortgage rates and a relative glut of supply, home buyers are starting to see the market tip in their favor in the Midwest.

2 min read

Artificial Intelligence

With Gemini 3, Google Gains Ground on OpenAI

Photo via Antoni Byszewski/Fotonews/ZUMAPRESS/Newscom

Executives are touting Gemini 3, which comes eight months after the chatbot’s 2.5 model, as a “massive jump” for AI.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Investors Now Want Crypto Just as Much as ETFs
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New ETFs Are Betting Big on Texas
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Capital Group, Goldman, T. Rowe Hit ETF Milestones
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There’s an ETF for Everything. Is That What Investors Really Want?

CIO Upside

‘Finally Good Enough’: Agents Take On Voice AI

Photo by Alex Shuper via Unsplash

Agentic capabilities with Voice AI are bounding forward, but there’s a sizable gap between pilot and production.

1 min read

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