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Advisor Upside

Tree Hugging or Greenwashing? BlackRock’s in ESG Hot Seat Either Way

Photo via Yuri Gripas

The world’s largest asset manager is caught in the crossfire between critics who say it’s pushing ESG too aggressively, and those who insist it’s not doing nearly enough.

2 min read
Advisor Upside

Clients Want the Everything-Store Experience

Photo by Heidi Fin via Unsplash

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ETF Upside

Vanguard Raises White Flag Over Crypto ETFs

Photo by Katherine McCormack via Unsplash

The company on Tuesday reversed its ban on Bitcoin and other crypto ETFs, giving access to many of its 50 million clients.

2 min read
ETF Upside

Model Portfolios Decide Which ETFs Succeed. That Might Not Be a Good Thing

Photo by Vladislav Babienko via Unsplash

The rise of model portfolios has enabled issuers to choose funds in their best interest — not necessarily the client’s.

2 min read

Advisor Upside

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

Anthropic Bets Big on Wealth Management with New AI Tools

Photo via VCG/Newscom

2 min read
Ritholtz Wealth Files for First ETF

Photo via Connor Lin / The Daily Upside

1 min read
Who Will End Up Paying for Nvidia’s Boom?

Photo via Lance Jording/ZUMAPRESS/Newscom

2 min read

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