The Daily Upside

Advisor Upside

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

Advisors Scrutinize Bill to Ease Rules for Accredited Investors

Photo by Chad Stembridge via Unsplash

2 min read
3 Financial Planning Urban Legends

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2 min read
Will Client Testimonials Catch On With Advisors?

Photo by Dilok Klaisataporn via iStock

1 min read

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ETF Upside

Fixed Income ETF Assets Hit Record $2T

Sales of fixed income ETFs have been accelerating, and more companies are focusing on active management in new products.

2 min read
Photo by Todd Van Hoosear via CC BY-SA 2.0

Consumer

Home Depot Acquires Building Products Distributor GMS

Home Depot’s push into the pro market began in earnest last year, when the company dropped $18.5 billion to buy SRS Distribution.

2 min read
Photo by Michał Parzuchowski via Unsplash

ETF Upside

Are Gambling ETFs Worth the Bet?

Sports betting and gambling have taken off in recent years, but their ETFs’ success remains relatively market-dependent.

1 min read

Electric Vehicles

EV Dealerships Urge Slow-Walking Tax Credit Cutoff Amid ‘Big, Beautiful Bill’ Debate

Photo by Michael Fousert via Unsplash

Experts have already warned that rollbacks to electric vehicle tax incentives will slow sales growth big time.

2 min read

ETF Upside

Calamos Launches First Autocallable ETF

Photo via Kris Tripplaar/Sipa USA/Newscom

The fund enters into swap agreements with J.P. Morgan and tracks an index from MerQube.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo via VCG/Newscom

Reducing Data Security Risks from Model Context Protocol
Photo via Kognitos

Kognitos Works to Remove the AI ‘Language Barrier’
Photo via U.S. Patent and Trademark Office

Coinbase Patent Tracks AI Contributions With Blockchain
Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

Is Meta Chasing a Superintelligence Pipe Dream?

Finance

Dwindling IPOs Reward Investors With Return Bonanza

Photo via John Angelillo/UPI/Newscom

New data compiled by Bloomberg found that shares in companies to debut on US exchanges this year have climbed by a weighted average of 53%.

2 min read

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