The Daily Upside

Greg Abel Earned Warren Buffett’s Trust. Now, He Has Buffett’s Job

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Greg Abel earned Warren Buffett’s trust and, eventually, his job. Here’s what you need to know about Berkshire Hathaway’s new, lower-key CEO.

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How Advisors Are Putting Private Markets to Use

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Momentum continues among advisors, who are diversifying portfolios beyond public stocks and bonds.

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SpaceX, Private Ventures Fuel Elon Musk’s Trillion-Dollar Dreams

Photo illustration by Connor Lin / The Daily Upside, Photos by SYSPEO/SIPA/Newscom and Frentusha via iStock

Tesla’s sleek cars and futuristic trucks have defined Elon Musk’s public image, but SpaceX is the real engine behind his growing net worth.

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Prediction Markets Fuel Gambling Gold Rush

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Prediction markets may prove to be an even more lucrative opportunity than sports betting as Americans’ interest in wagers grows.

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Vice Stocks Enter ’26 With a Harsh Hangover

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It’s easy to see how investors in vice stocks could develop a severe case of the spins from 2025 since their performance was rarely in sync.

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Is the Great Live Sports Bet Paying Off?

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The biggest wagers in the world of sports haven’t been placed on games via FanDuel or DraftKings but on media broadcast rights.

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The Year ETFs Couldn’t Stop Breaking Records

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ETF Launches, flows and assets were higher than ever in 2025, as issuers and investors expanded into niche categories.

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Advisors’ Favorite ETFs of 2025

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ETFs, particularly strategies built around AI and crypto assets, saw massive growth among RIAs this past year.

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Pedal off the Metal: Detroit’s Big 3 Brace for Slowing Sales in ’26

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US automakers General Motors, Stellantis (formerly Fiat Chrysler) and Ford are bracing for slowing sales in 2026 amid rising unemployment.

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Robotaxis Break Through Rider Resistance as Operators Vie for Dominance

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Despite initial concern from motorists, robotaxi services are finding plenty of passengers as they expand across the country.

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EV Sales Stall as Buyers Shift to Hybrids

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The last three months of 2025 are only the start of a downturn for EV sales: The pace is expected to keep slowing next year.

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How AI Will Reshape Client Communications in 2026

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Advisors are expected to utilize more artificial intelligence tools next year and even launch their own chatbots.

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Unchained Wells Fargo Heads into 2026 With Fresh Momentum

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For the first time since 2018, the Wells Fargo stagecoach is rolling into a new year without the burden of a Federal Reserve asset cap.

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Bubble Worries Fail to Break Wall Street’s Gold Dust Fever

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Forecasters predict gold’s rally will stretch through December 2026, although one analysis says there’s reason for caution.

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Goldman Sachs, JPMorgan Lead Wall Street’s M&A League Tables

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JPMorgan and Goldman Sachs proved they’re still the go-to middlemen for Wall Street deals amid a near-record $4.8 trillion global M&A bonanza

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Best-Performing ETFs of 2025 Were Digging for Silver and Gold

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The five funds with the best returns tracked companies that mined precious metals, with one ETF up 200% year-to-date.

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Dual Share Classes Are 2025’s Single Biggest ETF Development

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Dozens of companies recently got approval from the SEC to add ETF share classes of mutual funds and vice versa, something they’ve waited years for.

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Online Shoppers, Say Goodbye to Free Returns

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In the US, 72% of merchants charge for at least some return options, up from 66% last year, according to a recent report.

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Another No Good, Very Bad Year for Retail Stores

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As of early December, US retail store closures were up 13.2% from the same period in 2024, according to a report from Coresight Research.

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Holiday Shoppers Brace for 2026 Payments on Record BNPL Loans

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Brace for the bill: Shoppers put $10 billion worth of purchases on buy now, pay later plans in November and $1 billion just on Cyber Monday.

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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

Photo via Erik McGregor/Sipa USA/Newscom

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

Photo via Andre M. Chang/ZUMAPRESS/Newscom

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