The Daily Upside

Energy

Wall Street Snubs Big Oil Stocks amid Crude Price Runup

Photo by Raymond Kotewicz via Unsplash

Some traders see a possible parallel to the spike and subsequent crash in oil prices in 2008 if the war drags on and threatens supplies.

2 min read
ETF Upside

ETF Use by RIAs Keeps Climbing

Photo by Jamie Street via Unsplash

Newer ETF entrants like Tom Lee’s Fundstrat and option-income shop NEOS are winning hearts, one report shows.

2 min read
Advisor Upside

What’s Next? AssetMark Group CEO Says AI Used Mostly for ‘Low-Hanging Fruit’

Photo via AssetMark

Advisor Upside caught up with Maiuri to discuss how AI is changing the wealth management industry beyond the tech’s latest point solutions.

4 min read
Advisor Upside

Congress Weighs Axing FINRA. But Is SEC Ready to Pick Up the Slack?

Moving those responsibilities into the SEC would raise practical questions about resources and capacity, experts say.

2 min read

Advisor Upside

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

AI Drug Designer Isomorphic Details Lofty Plans for $2.1B in New Funding

Photo via Stephane Lemouton/SIPA/Newscom

1 min read
World’s First Catastrophe Bond ETF Braces for Hurricane Season

Photo by Dannel Malloy via CC BY 2.0

2 min read
Fidelity to Tack Service Fees on 100 More ETFs. Boutique Issuers May Be Hit Hardest

Photo by Sundry Photography via iStock

2 min read

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