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Recent News

The Fiduciary Rule Is Dead, but the Conversations Aren’t

Photo via Sasun Bughdaryan

2 min read
AssetMark Becomes Latest Firm to Add New Tax Planning Tools

Photo via Connor Lin / The Daily Upside

2 min read
Alphabet’s Drone Delivery Biz Spreads Its Wings

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1 min read

JUST FOR FUN

Husky savant.

This is Helix. He's composing a new tune. Wants to know what you think, but only after he's finished his solo. 13/10 pic.twitter.com/ALzkM3R538
— WeRateDogs (@dog_rates) May 6, 2024

Photo via Gerard Bottino / SOPA Images/Sipa USA/Newscom

Energy

Energy Crisis Powers Up Big Payday for LNG Exporter Venture Global

Morgan Stanley analysts on Monday granted the US LNG exporter a rare double upgrade, changing its rating from underweight to overweight.

2 min read
Photo via John Angelillo/UPI/Newscom

Finance

Berkshire Maintains Buffett’s Bullishness on Japan with $1.8 Billion Tokio Marine Deal

In Tokio Marine, one of Japan’s “Big Three” non-life insurance groups, Berkshire is making a big bet on the country’s huge insurance sector.

2 min read

Photo by Jason Richard via Unsplash

Advisor Upside

What Will Advisors Do if AI Takes Over the World?

Most advisors aren’t too worried about AI taking their jobs, but some are already prepping for plan B.

3 min read
Photo by Håkon Grimstad via Unsplash

ETF Upside

Dimensional Launches First Active ETF Share Class

The company added an ETF share class of its nearly $7 billion US Micro Cap Portfolio.

2 min read

Photo by Pete Alexopoulos via Unsplash

ETF Upside

Vanguard Finally Files for Junk Bond ETF Nearly Two Decades Later

An asset manager as big as Vanguard has the luxury of delaying fund launches without much consequence.

1 min read
Photo via EyePress/Newscom

Semiconductors

Samsung Flexes Memory Muscle in Brawl with Heavyweight TSMC for Foundry Business

Samsung’s foundry revenue recently fell 3.9% to $12.6 billion, and its market share dipped 2.2 percentage points to 7.2%.

2 min read

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