Investments

Advisor Upside

Schwab Wants in on Vanguard’s ‘Massive’ Share-Class Edge

Photo by Djkeddie via CC BY-SA 4.0

2 min read

Photo by Surja Sen Das Raj via Unsplash

Private Equity

Pringles Packaging Maker’s Acquisition Offers Rare Pop Amid Private Equity Buyout Crunch

KPS Capital Partners sold Eviosys to Sonoco for $3.9 billion after paying $2.7 billion in 2021, a rare buyout windfall in 2024.

2 min read
Photo by Chenyu Guan via Unsplash

Indicators

US Households Get More and More Comfortable with the Stock Market

Almost half of all US households’ financial assets are tied to public stocks, a near-record high, according to recent Federal Reserve data.

1 min read
Photo by ARRC Photography via CC BY-SA 2.0

Advisor Upside

Fidelity Wins Latest Battle in ETF Fee War

Fidelity is making good on a promise to impose a new fee for companies looking to feature ETFs on its platform. Issuers are not impressed.

2 min read

Advisor Upside

Financial Advisors Are On the Fence About Bitcoin ETFs

Photo illustration by Connor Lin / The Daily Upside, Photo by Layerace via Freepik

As cryptocurrency flirts with record highs, the new ETF products may help advisors gain exposure to a highly volatile asset class.

3 min read

Photo illustration by Connor Lin / The Daily Upside

Markets

Midday Market Brief: Just Another Meme-Stock Monday

The market appeared yawn-inducing at the broad index level, but there was a flurry of activity under the hood.

1 min read
Photo illustration by Connor Lin / The Daily Upside

Consumer

Can Upstart Entrants Shake Up the Soda Industry?

Once thought to be fizzling, fizzy drinks are bubbling with growth and investment at a pace not seen in years.

5 min read
Photo by Burak The Weekender via Pexels

Markets

For Better or Worse, The Stock Market is All About These 10 Stocks

The top 10 stocks have reached a weight not seen since the 1970s, with their market cap accounting for about one-third of the entire index.

2 min read

Markets

Most Pandemic-Darling Stocks Aren’t Too Healthy

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The 50 companies with the biggest pandemic-era gains have collectively lost $1.5 trillion in market value since the close of 2020.

2 min read

Patent Drop

Stripe Seeks Blockchain Patent As it Plays Crypto Catch-up

Photo via U.S. Patent and Trademark Office

Stripe wants to make crypto payments seamless as it steps back into the market.

2 min read

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