The Daily Upside

Clients Trading Their Own Crypto? Advisors Say Not So Fast.

Photo by Jonathan Borba via Pexels

Wealth managers are getting held-away crypto assets in-house through ETFs and separately managed accounts.

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Top 25 Broker Dealers Manage 93% of Assets: Cerulli

Photo by Lo Lo via Unsplash

Consolidation among broker dealers is having significant impacts on the industry and it’s not expected to slow down anytime soon.

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Merck Takes on Brain Cancer With Acquisition of Yale Spinoff Modifi

Photo by JHVEPhoto via iStock

Modifi Biosciences announced that it has been acquired by global pharmaceutical giant Merck, with a $30 million down payment.

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Meta’s Losing AR Developers to Snap

Photo by Chris Stoodley via CC BY 2.0

Bloomberg reported on Wednesday that Meta is bleeding third-party augmented reality developers to its rival, Snap.

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Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

Photo by Yunus Tuğ via Unsplash

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Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom

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

Photo via Andre M. Chang/ZUMAPRESS/Newscom

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