The Daily Upside

Finance

Private Credit Crunch: JPMorgan Limits Exposure, Morgan Stanley Fund Caps Redemptions

Photo via Billy Tompkins/ZUMAPRESS/Newscom

Shares of major private-credit lenders are down significantly this year: Apollo has lost 26%, KKR 31%, Blackstone 30%, and Ares 35%.

2 min read
Advisor Upside

Your Average Advisor Is Happier than Your Average American

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With notably higher rates of wellbeing, financial advice is becoming an increasingly appealing profession.

2 min read
ETF Upside

Fidelity Adds Models with a Taste of Private Markets

Photo by Annie Spratt via Unsplash

The company’s new model portfolios are built primarily with ETFs or mutual funds, but they use less-liquid funds for private holdings.

2 min read
ETF Upside

Sequoia Fund to Be Transplanted into an ETF

Photo by Joshua Earle via Unsplash

The fund, which was at the center of 401(k) lawsuits years ago, has seen a trickle of outflows. Could a switch to an ETF change its fortunes?

2 min read

Advisor Upside

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

Instead of Chasing Alpha, Here Are 4 Ways to Pick the Low-Hanging Apples

4 min read
‘Bucket List’ Vacations Give Way to Budget-Friendlier Trips amid Sky-High Fuel Prices

Photo illustration by Connor Lin / The Daily Upside

4 min read
Most 401(k) Holders Don’t Seek Help from Plan Advisors (But They Want It)

Photo by Getty Images via Unsplash

1 min read

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