The Daily Upside

Big Tech

Apple May Still Be a Hitmaker After All

Photo via Wu Xiaoling / Xinhua News Agency/Newscom

Apple’s latest generation of iPhones were debuted with modest aplomb last week. Presales show the company has plenty to be confident about.

1 min read
Economics

What To Expect After The Fed Cuts Rates

Photo via Tanarch

The Federal Reserve is poised to cut interest rates this week, but whether the era of “higher-for-longer” rates is over is another matter.

2 min read
Advisor Upside

Rich Clients Want Lending. Merrill Lynch Is Ready for Them

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Merrill launched a new credit unit for high- and ultra-high net worth clients last week.

1 min read
Advisor Upside

What to Ask During Client Discovery Meetings

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Open-ended queries allow clients to reflect on their financial situation and goals — possibly in ways they’ve never even considered.

2 min read

Advisor Upside

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

The ‘Everything App’: How Robinhood Grew From Trading Platform to Financial Ecosystem

Photo illustration by Connor Lin / The Daily Upside, Photos by Ljupco, Comzeal, and CreativaImages via iStock

5 min read
Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

Photo illustration by Connor Lin / The Daily Upside, Photos by YakobchukOlena and Rawpixel via iStock

4 min read
What’s the Difference Between 351 Exchanges and Exchange Funds?

Photo by Ben Iwara via Unsplash

4 min read

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