The Daily Upside

Goldman, BNY Pershing Break into the Client Referral Game

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The companies will match advisors with retail clients and compete with similar programs from Fidelity and Charles Schwab.

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Money Market Funds Attracted $935B Last Year. Expect Half That in 2026

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Morgan Stanley expects further growth for the funds despite possible interest rate cuts.

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Younger Americans Enter Workplace Retirement Plans Earlier than Gen X, Boomers

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The head start and greater financial confidence is translating to more younger clients for advisors.

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US Raid in Venezuela Compounds Uncertainty for ETF Investors

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ETF investors may seek asset classes they view as safer in a volatile era. One issuer filed for a Venezuela Exposure ETF.

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Morgan Stanley Wades Into Crowded Bitcoin Market

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The company’s crypto exchange-traded product push might be more about the tech than the individual products, one observer said.

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Morgan Stanley Pushes Past Crypto Blues to Build its First Bitcoin ETF

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Bitcoin ETFs just notched $697 million worth of inflows on Monday, their biggest gain since early October.

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Does Anyone Care About Nvidia’s CES Breakthroughs?

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The official unveiling of Nvidia’s new chip architecture, dubbed the Vera Rubin, wasn’t expected until later this spring.

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Activist Elliott’s Citgo Deal May Deliver a Windfall in Wake of Maduro’s Ouster

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Since the 1980s, Citgo Petroleum has operated as the US-based subsidiary of Venezuela’s state-owned oil and gas company.

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Cathie Wood’s ARK Invest Takes Best-Performing Issuer of 2025

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Actively managed funds have the potential for outsized returns, but timing is everything. ARK ETFs did well.

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Lyte Leaves Stealth Mode to Help AI Robots Tackle Household Chores

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Artificial intelligence-powered bots’ big presence at CES belies the tech industry’s expectations to turn a profit on them.

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US Manufacturing Activity Grinds to 14-Month Low

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US factory activity contracted for the tenth straight month in December, according to the latest Institute for Supply Management survey.

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Markets Shrug Off Shift in Venezuelan Oil Industry’s Prospects

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Venezuela’s 303 billion barrels worth of oil reserves are estimated to be about a fifth of the world’s total.

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Caroline Crenshaw’s SEC Exit Leaves Behind an All-Republican Commission

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International Equities Performed Last Year. But What About 2026?

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Advisors Share New Year’s Resolutions for 2026

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Proposed ETF from VegaShares Bets on 4X Leveraged Funds

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Vega Capital Partners filed for 16 highly leveraged ETFs not long after the SEC told other issuers that such products wouldn’t fly.

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ESG Hits Record $799B in ETF Assets Globally

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Investors are still flocking to environmental, social and governance funds, even as criticism has grown louder on Capitol Hill.

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Why This ETF Can’t List on Major Exchanges

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Tuttle’s GRFT fund aims to capitalize on the links between power and profit in government but was turned away by all the major US exchanges.

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Bubble Fears Not Spoiling Billion-Dollar AI Buildout Plans in ’26 … Yet

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With an estimated half a million workers needed to fill the construction industry’s labor shortages, AI investments this year may get stalled.

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Burned Bitcoin Investors Enter New Year with Less Swagger

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Bitcoin, the No. 1 crypto by market cap, hasn’t recovered from a flash crash, chopping more than $1 trillion from the broader sector’s value.

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Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

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Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

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Neurocrine Scoops Up Hunger-Drug Maker in Latest Multi-Billion-Dollar Pharma Deal

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