The Daily Upside

Advisor Upside

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

Why LPL Bought Mariner Advisors Biz It Already Works With

Photo via LPL Financial

2 min read
Morgan Stanley, BofA Add to Wall Street’s Earnings Bonanza

Photo by Curated Lifestyle via Unsplash

2 min read
Most Retail Investors Are Using AI. Advisors Are Getting Worried

Photo by Solen Feyissa via Unsplash

2 min read

Markets

But Wait, There’s More: IPOs Notch Standout Quarter as Giant Debuts Loom

Photo via San Antonio Express-News/ZUMAPRESS/Newscom

SpaceX’s IPO, which is gearing up to be one of largest-ever public listings, could ignite an explosion of other listings in its plume.

2 min read

ETF Upside

New Robotaxi ETF Filing Adds Fuel to Thematic Autonomous Vehicle Funds

Photo by Leo_Visions via Unsplash

The forthcoming fund focuses specifically on the autonomous taxi services theme.

2 min read

Advisor Upside

Ground Control to Major Tom: What Can Space Funds Do for Portfolios?

Photo by Greg Rakozy via Unsplash

With so much enthusiasm for assets linked to the ever-expanding cosmos, it may be time for advisors to reach for the stars.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Amr Miqdadi via Unsplash

Morgan Stanley’s Bitcoin ETF Launches as a New Vampire Fund Rises from the Crypt(o)
Photo by Alexandru Ivanov via Unsplash

ETF Assets May Top $25 Trillion in the US by 2030
Photo by Danny Howe via Unsplash

Leaning into Feels, These ETFs Test the Wisdom of the Crowd
Photo by Quang Nguyen Vinh via Unsplash

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

Geopolitics

What’s Next for Oil Tankers Stranded in the Persian Gulf?

Photo via Hindustan Times/Sipa USA/Newscom

The Strait of Hormuz is supposed to be opening for business under a new ceasefire agreement. So far, that doesn’t seem to be happening.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.