The Daily Upside

Advisor Upside

Annuity Sales Just Keep Breaking Records

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Annuity sales hit nearly $124 billion in the second quarter, according to industry trade group LIMRA.

2 min read
Media & Entertainment

Paramount Risks Costly Penalties as Lawsuit Stalls WBD Merger

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If the deal is not complete by June 4, 2027, Paramount could have to pay Warner Bros. Discovery a $7 billion termination fee.

2 min read
ETF Upside

Why Highly Leveraged ETFs Are Still in Limbo at SEC

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“We don’t see those launching anytime soon unless there is a change in heart or a change in staff,” Volatility Shares’ CEO said.

2 min read
ETF Upside

Green Funds Go From Red to Black

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For the first time in years, sustainable US mutual funds and ETFs saw quarterly net inflows, thanks in part to demand for more electricity.

2 min read

Advisor Upside

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

Family Offices Need Governance, but Not All of Them Have It

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1 min read
Why Some Banks Are Blocking AI Access

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2 min read
Middle East Oil Flows Surpass Prewar Levels, but Don’t Bet on Price Drops

Photo via Behnam Tofighi/UPI/Newscom

2 min read

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