The Daily Upside

Banking

Lackluster Fixed-Income Revenue Dulls Bright Quarter for Goldman Sachs

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The fixed-income, currencies and commodities business generated revenue of just $4 billion in Q1, a 10% decrease from a year ago.

2 min read
Advisor Upside

Rich Folks Want to Know What They’re Paying Advisors For

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Retention often comes down to what services advisors provide and the kind of help clients actually feel like they’re getting.

2 min read
ETF Upside

Morgan Stanley’s Bitcoin ETF Launches as a New Vampire Fund Rises from the Crypt(o)

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Investors got two new choices in bitcoin funds last week: The now lowest-cost spot product, and a vampire fund for overnight returns.

2 min read
ETF Upside

ETF Assets May Top $25 Trillion in the US by 2030

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Citigroup analysts are projecting significant growth in the industry, while the research firm ETFGI is even more bullish than that.

1 min read

Advisor Upside

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

‘Bucket List’ Vacations Give Way to Budget-Friendlier Trips amid Sky-High Fuel Prices

Photo illustration by Connor Lin / The Daily Upside

4 min read
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

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