The Daily Upside

Financial Advisors’ Delicate Dance to Court Retail Investors

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As retail investors booms, advisors are balancing full-service offerings with more hands-on advice options.

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7 Magnificent ETFs for a Nasdaq Melt Up

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Investors have plenty of choices to gain exposure to the Magnificent 7, depending on how much risk or reward they choose to take.

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Will the Drink Industry’s Hangover Last Through 2025?

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In a 2023 Gallup survey, 62% of American adults under 35 said they drink alcohol, down from 72% twenty years earlier.

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Will 2025 be the Year Regulation Comes for Sports Betting?

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The odds of an increase in regulation of the massive, and growing, sports-betting industry may be shifting.

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2025 is the Year of the Weight Loss Pill

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Traditionally, New Year’s resolutions to lose weight involve getting to the gym more. In a post-GLP-1 world, that’s looking less necessary.

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Loser of 2024: Boeing

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There were plenty of business losers in 2024, but only one for whom the sky was literally falling. In short: Boeing had a bad year.

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Loser of 2024: The Luxury Market

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Luxury brands were riding the subway instead of lounging in limos this year, though a couple of brands were able to buck the trend.

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Winner of 2024: Investment Bankers

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As the dealmaking environment improved in 2024 thanks to the bull market and interest-rate cuts, investment bankers reaped a windfall.

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2024: The Year Reddit Grew Up

Photo via Connor Lin / The Daily Upside

Reddit went public this year and is inching towards profitability, a mere 19 years after it was founded, and the future looks bright.

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2024: The Year the DOJ Cracked Google

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US antitrust enforcement against Big Tech kicked up a gear in 2024 when the DOJ won its case against Google. Does Big Tech need to worry?

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2024: The Year Big Tech Got into the Energy Game

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This year Big Tech got into the energy game in a big way, and if it wants to chase AI it’ll need even more energy in years to come.

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Is the Restaurant Industry at the End of an Era?

Photo illustration by Connor Lin / The Daily Upside, Photos by Vlad Yushinov and Choness via iStock

Across-the-board inflation — including food costs, labor costs, and real estate costs — is pummeling restaurants. Can the industry survive?

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2024: The Year Legacy Media Gave Up on Cable

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In 2024, legacy media giants like Disney and NBCUniversal finally had enough with cable — and started making their own off-ramps.

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2024: The Year YouTube Became TV

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YouTube may have started off as a platform for small screens, but now it’s increasingly dominating the living room TV.

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2024: The Year Streamers Cracked Live Programming

Photo via Connor Lin / The Daily Upside

For years, traditional cable had one trump card against the upstart streamers devouring their business: live programming. Not anymore.

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2024: The Year a Rising Star of US Banking Had Its Wings Clipped

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TD Bank was fined more than $3 billion by regulators in October in what’s arguably the biggest banking scandal of the year.

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2024: The Year Europe’s Bank Merger Dominoes (Maybe) Started to Fall

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Europe’s bank M&A scene has been noticeably stagnant for a while, but that could all be about to change next year.

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2024: The Year the Rates Were Cut

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The Fed’s September rate cut turbo-charged the stock market, but can the market keep up its bull run for 2025?

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PE Invasion Weighs on Wealth Management

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The massive private-equity investments are causing concerns about its impact on the wealth management industry.

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Can Private Assets Reshape Index Investing?

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New filings with the Securities and Exchange Commission are requesting permission to launch ETFs that hold both public and private assets.

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Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

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Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom

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Neurocrine Scoops Up Hunger-Drug Maker in Latest Multi-Billion-Dollar Pharma Deal

Photo via Andre M. Chang/ZUMAPRESS/Newscom

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