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

Forget AI Assistants. Vanguard’s New Tech Helps Manage Client Portfolios

Photo via Connor Lin / The Daily Upside

2 min read
Why Morningstar’s Christine Benz Isn’t a Fan of Alts in 401(k)s

Photo via Morningstar

3 min read
Dan Ives Doubles Down on AI with Second WedBush Thematic ETF

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2 min read

Artificial Intelligence

Anthropic Curbs Rollout of AI Skeleton Key While Meta Regains Model Momentum

Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

Meta launched its first major AI model after a significant overhaul, while Anthropic is keeping its own dangerously good model under wraps.

2 min read

ETF Upside

ETF Investors Hide Out in Energy Sector amid Iran War

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Energy sector funds attracted a record $5 billion of inflows.

2 min read

Advisor Upside

Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom

The company filed Monday for the iShares Nasdaq 100 ETF, a result of the exchange broadening its US licensing for the index.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by SpaceX via Unsplash

SpaceX IPO Could Skyrocket Tech Exposure in Index ETFs
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Lives of ETFs Get Shorter as More Funds Shutter Than Ever Before
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Buffer ETFs with Short Timelines Make a Case for Investors
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Investors Shy Away from Sustainable ETFs. Energy Demands May Change That

Consumer

Danone’s Watershed Moment Puts Mineral H₂O in the Spotlight

Photo via IMAGO/Werner LEROOY/IMAGO/Werner Lerooy/Newscom

Nestlé, meanwhile, is looking to offload 50% of its water business in a shift away from capital-intensive, lower-growth segments.

2 min read

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