The Daily Upside

Consumer

PepsiCo’s Lower Snack Prices Dish Up an Earnings Win

Photo via Lindsey Nicholson/UCG/Universal Images Group/Newscom

If McDonalds struggled to sell $6 cheeseburgers, it’s no wonder Pepsi’s Frito-Lay brand struggled to sell $6 bags of Doritos.

1 min read
Finance

Charles Schwab Chases Gen Z Crowd into Crypto

Photo via Jimin Kim/ZUMAPRESS/Newscom

Gen Z started investing earlier than other generations and is more likely to pour money into alternative assets, particularly crypto.

2 min read
Retirement Upside

Ex-EBSA Head Lisa Gomez on 401(k) Trends, Fidelity-Pontera Dispute

Photo via Collaborative Consulting Solutions

Substantial strides have been made in plan design and governance, but a big advice gap continues to stymie retirement savers.

5 min read
Advisor Upside

Why LPL Bought Mariner Advisors Biz It Already Works With

Photo via LPL Financial

Industry consultants view the deal as a win-win for both firms and advisors.

2 min read

Advisor Upside

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

Most 401(k) Holders Don’t Seek Help from Plan Advisors (But They Want It)

Photo by Getty Images via Unsplash

1 min read
How TIPS Bridges Can Maximize Social Security Benefits

Photo by Chad Peltola via Unsplash

2 min read
Eli Lilly Says Next-Gen Weight Loss Drug Shows Results on Par with Bariatric Surgery

Photo via JOHN ANGELILLO/UPI/Newscom

1 min read

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