-
Golf Retailers Push Forward on a Tough (Economic) Course

Photo via Petter Arvidson/ZUMAPRESS/Newscom -
In CapEx Manifesto, Amazon CEO Defends Billions in AI Investments

Photo via Kyodo/Newscom -
Baby Boomers’ Riches Require a Retirement Playbook Rethink

Photo by Getty Images via Unsplash -
Forget AI Assistants. Vanguard’s New Tech Helps Manage Client Portfolios

Photo via Connor Lin / The Daily Upside -
Why Morningstar’s Christine Benz Isn’t a Fan of Alts in 401(k)s

Photo via Morningstar -
Crude Crypto Costs Could Keep Strait of Hormuz Clogged

Photo by znm via iStock -
Delta, Exxon Mobil Show Iran War Hitting Both Sides of Oil Trade

Photo via Samuel Rigelhaupt/Sipa USA/Newscom -
Dan Ives Doubles Down on AI with Second WedBush Thematic ETF

Photo by Getty Images via Unsplash -
State Street Follows BlackRock With Filing to Challenge Invesco’s QQQ

Photo by Quang Nguyen Vinh via Unsplash -
ETF Investors Hide Out in Energy Sector amid Iran War

Photo by NASA via Unsplash -
What, Me Worry? Blackstone Closes $10 Billion Private Credit Fund Amid Industry Turmoil

Photo via IMAGO/Gonzales Photo/Thomas Rasmussen/IMAGO/Gonzales Photo/Newscom -
Universal Music Group (Ackman’s Version): Hedge Fund Mogul Makes $63B Takeover Bid

Photo via Christine Olsson/ZUMAPRESS/Newscom -
Roundhill Taps Surging Memory Sector with New ETF

Photo by Samsung Memory via Unsplash -
Can ‘Terror Management Theory’ Explain Inheritance Spending?

Photo by Yunus Tuğ via Unsplash -
Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom -
Neurocrine Scoops Up Hunger-Drug Maker in Latest Multi-Billion-Dollar Pharma Deal

Photo via Andre M. Chang/ZUMAPRESS/Newscom -
Mideast Sovereign Wealth Funds Back Paramount’s WBD Takeover

Photo via BONNIE CASH/UPI/Newscom -
Were the Cockroaches Alone? Dimon IDs Malodorous Mammal at Economy’s Gates

Photo via Annabelle Gordon/CNP / Polaris/Newscom
Advisor Upside
Financial advisor news, market insights, and practice management essentials.
-
Will Wall Street Stomach Oracle’s Costly AI Transformation?

Photo via Scott Coleman/ZUMAPRESS/Newscom -
ETF Issuers Are Running Their Own SpaceX Race Ahead of Blockbuster IPO

Photo by ün LIU via Unsplash -
Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t

Photo by Filip Andrejevic via Unsplash
Delivering exclusive news and sharp analysis on finance and investing—all for free.





















