The Daily Upside

Private Equity

Thoma Bravo’s $34B Win Leaves PE Rivals Choking on Exhaust Fumes

Orlando Bravo, founder and managing partner of Thoma Bravo. Photo by Joe Budd via CC BY-SA 4.0

Private equity is stuck in a cycle of fewer exits, fewer returns, and fewer backers willing to sign up for new funds.

2 min read
Personal Finance

Klarna’s BNPL Debit Card Goes Head-to-Head With Banks

Photo via Andre M. Chang/ZUMAPRESS/Newscom

Klarna says the card will offer one free tier and two paid tiers that include discounts and better cashback rates.

2 min read
ETF Upside

Racing to Keep Up With Dual Share Class Applications

Photo by City Dweller via CC BY-SA 4.0

More than 40 firms filed amended requests with the SEC since it nudged them to follow Dimensional’s lead, and nine filed initial applications.

2 min read
ETF Upside

Investors Turn to Defined Outcome ETFs Amid Market Turmoil

Photo by Austin Hervias via Unsplash

In the aftermath of the Trump administration’s “Liberation Day,” many investors are looking to buffer ETFs to protect against volatility.

1 min read

Advisor Upside

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

How Financial Planning Can Help Treat the ‘Financial Toxicity’ of Cancer

Photo illustration by Connor Lin / The Daily Upside

5 min read
Why Is the Job Market so Tough for Younger Workers?

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

5 min read
More Adult Children Are Supporting Their Parents. It May Cost Them in Retirement

Photo by Getty Images via Unsplash

2 min read

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