Sean Allocca

sean@thedailyupside.com

Sean Allocca is Senior Editor of The Daily Upside and an award-winning journalist with more than 15 years of finance experience. He was formerly the editor-in-chief of ETF.com where he led business development and editorial strategies. He also served as managing editor of the wealth management publications InvestmentNews and Financial Planning, and as editor of the corporate finance publication CFO Magazine. Sean hates mushrooms, but loves mushroom ravioli.

Advisor Upside

Asset Managers Battle to Find ‘America’s Next Top Model’

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Advisors are increasingly using model portfolios to outsource asset allocations and spend more time on financial planning.

2 min read
Advisor Upside

Inflation Expected to Outpace Income Growth in 2025

Photo via Northwestern Mutual

More than half of US adults think inflation will increase this year and that’s more than double those who expect prices to come down, according to…

2 min read
Advisor Upside

The SEC’s Bizarre Letter to State Street About PRIV

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The agency asked pointed questions about the new exchange-traded fund just hours after its launch last week.

2 min read
Advisor Upside

Will Advisors Embrace ‘Breakthrough’ Private ETF From State Street, Apollo?

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Many advisors say they’re not ready to trade in tried-and-true index funds for private credit funds.

2 min read
Advisor Upside

Advisors’ Crypto Concerns Return After Record $1.5B Heist

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The Bybit cyberattack is dredging up familiar questions about the suitability of digital assets inside client portfolios.

2 min read
Advisor Upside

Advisors in SEC Crosshairs After First Enforcement Action

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The agency’s first settlement suggests that it may have shifted focus squarely onto investment advisors.

2 min read
Advisor Upside

Vanguard Took the ETF Asset Crown. Here’s Why It Matters

Photo via Connor Lin / The Daily Upside

The changing of the guard is proof that retail and advised clients, with much longer time horizons, are prioritizing low-cost passive funds.

2 min read
Advisor Upside

Joe Duran on Active Management, Insurance and Following Sheep

Photo via Rise Growth Partners

Rise Growth Partners backed a $5.7 billion fee-only registered investment advisor this week and is already in talks to land future deals.

3 min read
Advisor Upside

Microsoft Thinks AI Will Upend Financial Advice. Advisors Say Not So Fast

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Can artificial intelligence reshape an industry that prides itself on building trusted relationships with clients?

2 min read
Advisor Upside

After L.A. Fires, Advisors Help Clients Rebuild Their Financial Lives

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While it’s hard to imagine the impact of the disaster, advisors are making sure clients weather both immediate and long-term needs.

2 min read
Advisor Upside

Can Trump’s ETFs Compete With BlackRock, Vanguard, State Street?

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New ETF launches are hitting record highs and often face steep competition in a crowded marketplace.

2 min read
Advisor Upside

CFP Board CEO Kevin Keller to Retire After 18 Years

Photo via CFP Board

The organization dedicated to financial planning will engage an outside firm to help search for a replacement.

2 min read
Advisor Upside

Don’t Mess With Texas Stock Exchange’s $161m Raise

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The project would provide a venue for smaller, private companies to list, and open up new investment opportunities for clients.

2 min read
Advisor Upside

Advisors Shore Up Portfolios Ahead of Trump Tariffs

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The markets may not have priced in tariff threats, but diversifying exposures sure can help.

2 min read
Advisor Upside

Advisors On Edge After $1T DeepSeek Selloff

Photo via Connor Lin / The Daily Upside

The AI boom may be just getting started, but new competitors are making it harder to pick the ultimate winners.

2 min read
Advisor Upside

The AI Arms Race Is Here. Should Advisors Care?

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New developments are kicking off a new era in AI investing and have advisors closely monitoring their tech allocations.

2 min read
Advisor Upside

The $124T Great Wealth Transfer Is Decidedly Female

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It’s a major opportunity for advisors who make an effort to tailor their services to women and spouses, but advisors are playing catch up.

2 min read
Advisor Upside

Can Bitcoin Become Bigger than the Internet Itself? Maybe

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Adoption of the cryptocurrency has outpaced other transformative technologies like the internet and mobile phones.

2 min read
Advisor Upside

Schwab, Blackstone Among Firms Fined By SEC Over Off-Channel Comms

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The controversial enforcement actions have been called a “cash cow” by Commissioner Hester Peirce.

2 min read
Advisor Upside

AI’s Coming for Wall Street Jobs

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Executives at top financial services firms expect to cut as many 200,000 jobs in the next five years and significantly increase revenues.

2 min read

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