The Daily Upside

Advisor Upside

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

How to Create a ‘Tax Planning Mindset’ Instead of a Checklist

Photo by Behnam Norouzi via Unsplash

2 min read
Inside the Anthropic, OpenAI Deals That Are Reshaping Wall Street

Photo via Vincent Isore/ZUMAPRESS/Newscom

2 min read
What to Do When Clients Struggle With Gambling Issues

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1 min read

Energy

Shell Pumps Out Banner Profits Despite Iran War’s Seismic Upheaval

Photo via Ian L. Sitren/ZUMAPRESS/Newscom

The boom was thanks in large part to the rapid price swings, which sparked huge demand from big buyers such as airlines and utilities players.

2 min read

Retirement Upside

The Annuity Sales Tactic That’s Backfiring on Advisors

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The behavioral psychology technique of “social proof” has real persuasive power in many contexts, but not so much for selling annuities.

2 min read

ETF Upside

Institutional Investors Nearly Doubled ETF Usage Over Past 5 Years

Photo by Natalie Behn via Unsplash

Pensions, endowments and other institutional asset owners are finding new uses for exchange-traded funds.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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‘Star Portfolio Manager’ Model Returns in the ETF Era
Photo by Natalia Blauth via Unsplash

Will Prediction-Market ETFs Launch This Week? Yes or No
Photo via 21Shares

21Shares’ Adrian Fritz on Getting More Advisors Invested in Crypto
Photo by Ben White via Unsplash

After Meme Stock Squeeze, Former Hedge Fund Manager Plotkin Plots ETF

Advisor Upside

UBS, LPL Ramp Up Recruitment After Shedding Advisers in Early ’26

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

Both firms reported slight dips in their overall advisor headcounts for the first quarter.

2 min read

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