The Daily Upside

Advisor Upside

Merrill Lynch Becomes Latest Wall Street Firm to Launch AI Client Meeting Tool

Photo by Hapabapa via iStock

The wirehouse said the program helps save up to four hours per meeting, which could reshape how advisors allocate their time.

2 min read
Advisor Upside

Vanguard Joins Invesco in Race to Offer Bond Ladder ETFs

Photo via Thomas Fuller/ZUMAPRESS/Newscom

Vanguard’s first target-maturity ETFs designed for bond ladders launched today, while there are a number of new BulletShares ETFs slated for Invesco’s lineup.

2 min read
Advisor Upside

Are Clients in Denial About Retirement Healthcare Costs?

Photo by Getty Images via Unsplash

Scary stats about the cost of health care in retirement drive many to simply ignore the issue, resulting in missed planning opportunities.

2 min read
Healthcare

Merck Preps for End of Keytruda Exclusivity with $6.7B Deal for Leukemia Treatment

Photo via Anthony Behar/Sipa USA/Newscom

The key patent protections on Keytruda, Merck’s immunotherapy treatment that outsold all other prescription drugs last year, ends in 2028.

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

Sign Up for The Daily Upside to Unlock This Article

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