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

Should the SEC Ease the Communications Rule?

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2 min read
How to Keep Clients from Supporting Their Children Indefinitely

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2 min read
What’s the Deal with the Rise of Sub-Acquisitions?

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2 min read

Artificial Intelligence

Wall Street Expats Mentor a Next-Gen Protégé: AI

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Life is notoriously tough for those on the bottom rung of the Wall Street ladder, where weeks can stretch up to 100 hours.

2 min read

ETF Upside

What’s Behind Surging Rare Earth Elements ETFs?

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The rare earths industry is booming as the materials are used less in electric vehicles and more in AI data centers.

2 min read

Artificial Intelligence

Bubble Fears Surface as Bull Market Turns Three

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Respondents in Bank of America’s October Global Fund Manager Survey cited an AI bubble as the biggest tail risk facing the global economy.

2 min read

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ETF Upside

BlackRock’s Tokenized ETFs Are Only The Beginning, CEO Says

Tokenized securities are moving closer to a reality as issuers make plans to bring more assets and funds on-chain.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Anna Zasimova via iStock

Markets

Gold’s Shining Moment: From Portfolio Fuddy-Duddy to Must-Have

The gold standard hasn’t made a comeback, but the precious metal’s price is breaking records as confidence in the US dollar fades.

5 min read
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ETF Upside

Betting Big on Leveraged ETFs

Even with the lights out at the SEC, it’s unlikely that ETF issuers seeking 3x and 5x funds will sail through the approval process.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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

3 Ways to Build an Inflation-Adjusted Pension. Yes, There’s Even an ETF for That
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Morgan Stanley Opens Up to Crypto ETFs. Who’s Next?
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Are Leveraged ETFs to Blame for Selloffs? JPM Says Yes
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UK-Based Baillie Gifford Takes the ETF Plunge Stateside

CIO Upside

Bloom Energy, Brookfield Form $5B Partnership Reimagining AI’s Power Supply

Photo by Alex Shuper via Unsplash

Bloom Energy teams with Brookfield Asset Management to help cover a 75-gigawatt shortfall in US electrical power due to the AI boom.

2 min read

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