The Daily Upside

ETF Upside

What’s Behind a Rare Week in the Red for ETF Flows

Photo by Ales Krivec via Unsplash

Equity funds, commodities and digital currency products all lost assets in an unusual week of outflows for a booming industry.

2 min read
Advisor Upside

10 Signs Your Client Is About to Make a Bad Investment

It’s not just the novices. Even sophisticated, accredited investors can fall prey to these traps.

4 min read
Media & Entertainment

Major League Soccer Snatches Victory From World Cup Despite US Team’s Loss

Photo illustration by Connor Lin / The Daily Upside, Photos by Shaina Benhiyoun, Weston Hancock, Erica Denhoff, IMAGO/JOERAN STEINSIEK, and Kenya Sumiyoshi via Newscom

The US men’s national soccer team’s World Cup performance is likely to have significant impact on broadcasters and high-flying investors.

6 min read
Retirement Upside

What’s the Magic Retirement Number? Check Your Clients’ ZIP Code

Photo by Nico Smit via Unsplash

Required nest eggs vary state to state, sometimes by hundreds of thousands of dollars, according to new research.

2 min read

Advisor Upside

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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

Photo via VCG/Newscom

2 min read
PEPs Are Popping Seven Years After Secure Act Passage

Photo by Getty Images via Unsplash

2 min read
Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

Photo by Krisztina Papp via Unsplash

1 min read

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