The Daily Upside

Advisor Upside

Leveraged ETFs Keep Booming. Advisors Keep Hitting the Brakes

The new funds are exploding in popularity, but most financial advisors are waving the caution flag.

4 min read
Markets

Wall Street HALO Beckons Investors Trying to Ward Off AI-Driven Losses

Photo illustration by Connor Lin / The Daily Upside

As the AI bull run threatens formerly high-growth sectors like software, investors seek safety in HALO companies out of the tech’s reach.

5 min read
Retirement Upside

Why More CFPs Are Seeking Retirement-Specific Credentials

Photo by Kateryna Hliznitsova via Unsplash

Tax-savvy retirement income planning was once a niche for financial planners, but the silver tsunami has changed that.

2 min read
Retirement Upside

Nearly 1 in 5 Couples Leave Money on the Table in Retirement Plan Matches

Photo by Getty Images via Unsplash

They’re foregoing an average of $757 per year, the Center for Retirement Research recently found.

2 min read

Advisor Upside

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

The AI-Powered Income Planning Revolution Has Arrived

Photo via Income Lab

4 min read
What’s Behind the SEC’s New Crypto Proposal?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

1 min read
How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

Photo by Curated Lifestyle via Unsplash

2 min read

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