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Big Tech

Meta Lags Rival Hyperscalers as Investors Grow Wary of Surging CapEx

Photo via Tom Williams/CQ Roll Call/Newscom

Meta is planning a spending spree later in this year, raising its expected annual capital expenditures from $115 billion to $135 billion.

2 min read
Advisor Upside

Don’t Forget About Hosting Client Events. Yes, IRL

Photo by Dorien Monnens via Unsplash

Client events are designed to generate referrals and deepen relationships, and remain one of the largest drivers of organic growth.

2 min read
ETF Upside

After Meme Stock Squeeze, Former Hedge Fund Manager Plotkin Plots ETF

Photo by Ben White via Unsplash

Gabe Plotkin, whose firm Melvin Capital was hit hard during the GameStop short squeeze, is reportedly seeding the fund via a 351 exchange.

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ETF Upside

Why Autocallable ETFs Are Gaining Ground on Structured Notes

Photo by Paul Campbell via Unsplash

Products that replicate structured note payoffs in the ETF wrapper are growing in popularity and have even launched in Europe.

2 min read

Advisor Upside

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

Blackstone Sets Up New Division to Capitalize on AI Boom

Photo via IMAGO/Gonzales Photo/Thomas Rasmussen/IMAGO/Gonzales Photo/Newscom

1 min read
Inside Cetera’s New $19B Employee-Advisor RIA

Photo via Connor Lin / The Daily Upside

1 min read
Forget Allowances, Most Teens Want to Know How to Invest

2 min read

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