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ETF Upside

Would You Let a Robot Make Your Investment Decisions?

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Ai Funds launched an ETF that uses a proprietary AI model to pick stocks and adjust risk.

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Advisor Upside

Anthropic Moves Deeper into Financial Services with Claude for Advisors

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The AI developer is increasingly positioning Claude as infrastructure for the financial services industry.

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Advisor Upside

PEPs Are Popping Seven Years After Secure Act Passage

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Financial advisors have helped pooled employer plans amass billions of dollars in retirement savings.

2 min read
Consumer

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

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Simon Property Group, has outperformed the S&P 500 this year. The company’s shares hit a record high over the summer not seen since 2016.

1 min read

Advisor Upside

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

Issuers Take Note and Roll Out Autocallable ETFs

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Intel-Backed Altera Joins IPO Tsunami

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Bond Yields at 2007 Levels Undermine 60/40 Portfolio Rationale

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2 min read

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