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Advisor Upside

Envestnet Sold to Bain Capital for $4.5B After ‘Tumultuous’ Year

Photo via Connor Lin / The Daily Upside

Envestnet is one of the largest wealth management software companies in the US and serves approximately one in three financial advisors.

2 min read
Advisor Upside

Fund Fees Hit Record Lows Last Year – And Maybe Rock Bottom

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It took more than a decade, but fund fees may have finally hit their lowest possible levels, according to the latest Morningstar research.

2 min read
Consumer

America’s Biggest Non-Alcoholic Beer Company Valued at $800 Million

Photo by Paloma A. via Unsplash

Athletic Brewing Company, valued at $800 million following a $50 million fundraising round, makes craft beer that won’t get you drunk.

1 min read
Big Tech

X’s User Growth is Bumping Its Head on the Ceiling

Photo by Ministry of Communications of Brazil via CC BY 2.0

The Financial Times on Tuesday published some previously unreported figures from X that show its user growth has plateaued.

2 min read

Advisor Upside

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

ChatGPT to Help PitchBook Subscribers Delve into Startups’ Financial Data

Photo via imageBROKER/Timon Schneider/Newscom

1 min read
Visa, Mastercard Swipe Right on Fee Settlement. Will a Court Sign Off?

Photo by blinow61 via iStock

2 min read
Retiring Warren Buffett Pledges to Keep Betting on Berkshire Hathaway

Photo via Dennis Van Tine/ZUMAPRESS/Newscom

2 min read

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