The Daily Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

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2 min read
Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom

2 min read
How Advisors Can Work with Parents to Protect Athlete Clients

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2 min read

ETF Upside

State Street Follows BlackRock With Filing to Challenge Invesco’s QQQ

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The company filed for a Nasdaq 100 ETF just one day after BlackRock’s iShares did the same.

2 min read

Big Tech

Goldman Sachs Spots Buying Opportunity in Bruised Big Tech

Photo via JOHN ANGELILLO/UPI/Newscom

The Roundhill Magnificent Seven ETF, which tracks Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla, has slid roughly 11% this year.

2 min read

ETF Upside

Lives of ETFs Get Shorter as More Funds Shutter Than Ever Before

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The industry is still in growth mode, but getting more businesslike, said Bloomberg analyst Eric Balchunas.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Investors Shy Away from Sustainable ETFs. Energy Demands May Change That
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What’s Next in Bitcoin ETFs? Volatility Funds
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Cambria Cannabis ETF Closes Up Shop as Investor Interest Fades
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How Alpha Architect Is Keeping 351 ETFs Rolling

Investing Strategies

How the ‘Domino Effect’ from a Wonky SEC Policy Shift May Ease Capital Gains Pain

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

An ETF makeover for mutual funds, enabled by the Securities and Exchange Commission, may cut taxes for millions and upend the funds biz.

5 min read

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