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Finance

Investors Hope the Santa Rally Is Hitching Up Its Reindeer

Photo via Jimin Kim / SOPA Images/Sipa USA/Newscom

The S&P 500 has posted an average gain of 1.3% during this seven-day December-to-January period since 1950

2 min read
ETF Upside

QQQ to Become an Open-End Fund

Photo by Annie Spratt via Unsplash

Unit investment trust no more, Invesco’s massive ETF will see revenue directed away from marketing — something the company has long wanted.

2 min read
Advisor Upside

Advisors Target Diversification in 2026 Strategies as Mag 7 Risk Rises

Photo by JESHOOTS.COM via Unsplash

Reducing exposure to top tech stocks such as Alphabet, Nvidia and Tesla and keeping an eye on valuations are among advisors’ top priorities.

4 min read
Finance

Women Will Soon Control More Money Than Ever. Is Wall Street Ready?

Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Women are the big winners in the great wealth transfer, and the status quo isn’t what they want from wealth managers.

4 min read

Advisor Upside

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

Here Are the Top ETFs Holding Oracle after Its Nosedive

Photo by Gregory Varnum via CC BY-SA 2.0

2 min read
SEC to Open Floodgates for Dual Share Classes

Photo by Juliana e Mariana Amorim via Unsplash

2 min read
Vibe Coding Startup Lovable’s Valuation Triples to $6.6 Billion

Photo via Lovable

1 min read

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