The Daily Upside

Advisor Upside

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

What Will M&A Look Like in 2026?

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2 min read
What’s Going On In Clients’ Heads? Don’t Ask AI

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2 min read
Why More Advisors Are Outsourcing to Model Portfolios

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2 min read

Hedge Funds

Hedge Funds Start to Hedge Their AI Bets

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Wall Street’s smart money is starting to take out some short positions on the AI trade, albeit mostly around the industry’s fringes.

2 min read

Consumer

Many Americans Say a Thanksgiving Plane Trip Won’t Fly. They’re Taking the Bus Instead

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More than 80 million Americans are expected to travel 50 miles or more this Thanksgiving, AAA estimated, a new record up 2% from last year.

2 min read

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Banking

Leave the Swiss Alps for the US? That’s a Mountain Too High, UBS CEO says

These days, relations between the Swiss government and UBS are as cold as the La Brévine valley in December.

2 min read
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Big Tech

Meta’s Antitrust Win May Be a Coup for Big Tech

2 min read
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ETF Upside

Advisors Loading Up on ETFs Favor Crypto, Commodity Strategies

More than half of RIAs increased the number of strategies in which they invested.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Ihor Lukianenko via iStock

Finance

Boom in Crypto Treasury Stocks Faces Inevitable Bust

Digital asset treasury companies are grappling with the law of diminishing returns in the midst of a cryptocurrency swoon. What’s next?

4 min read
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ETF Upside

Hungry Eyes for AI in ETFs

ETF investors can feel the magic between A and I. It’s why they say they’re loading up on funds.

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

Advisor Upside

How Advisors Are Tapping ETFs in Model Portfolios

Financial advisors learn to love the turnkey solutions with customizable options.

4 min read

ETF Upside

Copycat ETFs Are Everywhere. Should Issuers Worry?

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

4 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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What Dimensional’s Dual-Share-Class Approval Means for Advisors
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Why CLO ETFs Are Picking Up Steam
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Dual Share Classes Are Here, But There’s an ‘Apollo 13’ Problem
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Investors Now Want Crypto Just as Much as ETFs

Advisor Upside

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

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The most significant benefits went to savers with bigger balances and higher contribution rates.

2 min read

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