Investing Strategies

Advisor Upside

How Advisors Are Weighing the Risks of an AI Bubble

While some advisors are sounding the alarm, others are making sense of the market rally.

4 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
Photo by Annie Spratt via Unsplash

Advisor Upside

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

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

2 min read
Photo by Naser Tamimi via Unsplash

Advisor Upside

Prediction Markets Are Worrying Wealth Managers

While older investors might not be as tuned into prediction markets, some in the wealth industry fear they’re a growing threat to next-generation clients.

2 min read

Advisor Upside

Billionaires Cover All the Bases with Sports Investments

Photo by Ahmet Kurt via Unsplash

10-figure families now hold sports investments in higher regard than other luxury assets, like fine art and classic cars.

1 min read

Photo by Getty Images via Unsplash

Advisor Upside

What Happens When Private Markets Get Opened Up to the Masses?

Increased regulation could hurt the potentially high-returns that make private markets so attractive in the first place.

2 min read
Photo by Getty Images via Unsplash

Advisor Upside

Annuity Sales Continue to Shatter Records in Q3

US annuity sales reached nearly $120 billion in the third quarter, according to industry trade group LIMRA.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Pictac via iStock

Advisor Upside

Worried About Record Stock Market Concentration? Us, Too

The 10 most valuable US companies had a market capitalization of nearly $24.4 trillion as of October

4 min read

Advisor Upside

Is Active Management Primed for a Comeback?

Photo by Ishant Mishra via Unsplash

2 min read

Advisor Upside

There Are Now More PE Funds Than McDonald’s Franchises. What’s Behind the Alts Explosion?

Photo illustration by Connor Lin / The Daily Upside

Private equity and venture funds now account for roughly 12% of investments in the US.

4 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Rodworks and Leeser87 via iStock

Advisor Upside

How the Ultra-Rich Ensure They’re Staying Ultra-Rich

Financial advisors can learn from strategies employed by the wealthiest investors to protect their assets.

4 min read
Photo via Joshua Mayo

Advisor Upside

What Will It Take to Actually Get Alts in More Portfolios?

The key to greater acceptance may be using them in more traditional products, like mutual funds and ETFs.

2 min read
Photo by Getty Images via Unsplash

Advisor Upside

Stocks Hit Record Highs Every Three Days on Average in Q3

Advisors and clients haven’t been chasing returns, though, instead smartly choosing to stay diversified.

2 min read

Sign Up for The Daily Upside to Unlock This Article

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