The Daily Upside

Wedbush Expands IVES Franchise With New Autocallable ETF

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The companion fund to the Dan Ives Wedbush AI Revolution ETF is focused on income and adds to the nascent autocallable category.

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Advisers Weigh Gold’s Value After Volatility Tarnishes Record Run-up

Photo illustration by Connor Lin / The Daily Upside

Fluctuations in the precious metal’s price after an all-time high above $5,000 reinforce longstanding questions about its suitability for clients.

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Boeing Regains Its Swagger in Heated Rivalry with Airbus

Photo illustration by Connor Lin / The Daily Upside, Photos via © Boeing and Daniel Eledut via Unsplash

Beleagured Boeing won more plane orders in 2025 than rival Airbus for the first time in seven years but faces an uphill battle in deliveries.

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The Age of 401(k) Cross-Selling Has Arrived

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RIAs with retail wealth management arms and retirement plan consulting divisions are finding new synergies.

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Why Jeffrey Levine Doesn’t Buy Cat Food, or the Bonus Depreciation Hype

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The chief planning officer at Focus Partners Wealth said the accelerated depreciation methods are useful, but they’re not magic.

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JM Smucker Serves Up Underbaked Sales as Hostess’s Little Treats Go Stale

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Smucker is under pressure to sweeten its sales from activist Elliott Investment Management, now one of the company’s biggest stakeholders.

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Dollars at Dawn? Victory Capital Duels With Peltz’s Trian for Janus Henderson

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A bidding war for Janus Henderson is no surprise as many asset management firms pursue consolidation in a bid to buttress against outflows.

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Power-Hungry AI Data Centers Electrify Utilities’ Capital Spending

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For Elderly Clients, Home Design Is the New Hot Ticket

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A graying population aging at home requires investments in senior-friendly designs and financial advisors can help.

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Anthropic Bets Big on Wealth Management with New AI Tools

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Ritholtz Wealth Files for First ETF

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The 351 exchange fund would maintain equity exposure during sustained market uptrends and become defensive during downtrends.

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Who Will End Up Paying for Nvidia’s Boom?

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Nvidia’s performance underlines the key questions facing seemingly the entire stock market right now, both inside and outside the AI trade.

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US Housing Market Doesn’t Have Much ‘Tailwind’: Lowe’s CEO

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The value of single-family US homes increased at the slowest rate in 14 years in December, according to the S&P Cotality Case-Shiller Index.

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Salesforce Earnings Highlight Critical Choices Facing Legacy Software Firms

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Salesforce has tapped Anthropic’s Claude to boost Agentforce, its AI tool that surpassed $800 million in sales in the fourth quarter.

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Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients

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What’s Driving Bitcoin’s Slump?

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Institutions have traditionally been wary of the digital currency, but some are holding on to bitcoin ETFs.

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Leverage Is Almost Everything for These ETF Issuers

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The massive category of ETFs is snowballing, as firms seek approval for more leveraged funds, including some focused on pre-IPO companies.

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Home Depot Powers Past Housing Market Struggles to Notch Earnings Win

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Wall Street’s latest obsession with asset-heavy stocks are buoying the home improvement company’s fortunes on Wall Street.

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What’s the Point of Buying Warner Bros., Anyway?

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Netflix, with its 325 million subscribers, swears its potential (if not likely) acquisition of Warner Bros amounts to vertical integration.

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AMD Pops on Meta Deal that Squares with AI Sector’s Transaction Loop

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Transactions like these, where the interests of suppliers, customers and investors all seem to become one big loop, raise plenty of eyebrows.

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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

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

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