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

America is Still No. 1, Says Goldman Sachs

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2 min read
$1B Is the New Small Time, SEC Says in Proposal

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2 min read
Will Millionaire Taxes Send UHNW Clients Packing?

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1 min read

Banking

Bank Earnings Deluge Offers a Consumer Stress Test

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Loan loss provisions — the allowance banks set aside to cover bad debt — is a key data point to watch regarding consumer health.

2 min read

ETF Upside

Where Crypto ETFs Stand in 2026

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Issuers are rolling out new varieties, including leveraged and buffered crypto ETFs, testing interest in anything beyond bitcoin and Ethereum.

2 min read

Artificial Intelligence

Dan Ives: Trillions in AI Spending Are Just the Start of ‘Fourth Industrial Revolution’

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

Dan Ives has traveled more than 3 million miles over 25 years, touring data centers, and meeting CEOs and CIOs where AI is being built.

4 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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US Raid in Venezuela Compounds Uncertainty for ETF Investors
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Morgan Stanley Wades Into Crowded Bitcoin Market
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Cathie Wood’s ARK Invest Takes Best-Performing Issuer of 2025
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Proposed ETF from VegaShares Bets on 4X Leveraged Funds

Healthcare

Asia Has Become ‘Epicenter’ of Prescription Drug Innovation: McKinsey

Photo via James Black/Icon Sportswire DHN/James Black/Icon Sportswire/Newscom

US firms are also staring down a multi-billion dollar patent cliff of their own, prompting a yearslong buying spree.

2 min read

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