The Daily Upside

ETF Upside

BlackRock, Vanguard, Fidelity Keep Gobbling Up Market Share

The three firms now manage 52% of assets among the largest 150 fund companies, up from 43% a decade ago.

2 min read
ETF Upside

Rob Arnott’s Firm Has an Out-of-This-World New Name

Photo via Planet Volumes

Research Affiliates, which recently sold its RAFI Indices business to TMX, just had a major brand overhaul.

2 min read
Inflation & Prices

Wall Street Bets on Rate Hike From a Fed Hemmed In by Persistent Inflation

Photo via Annabelle Gordin/UPI/Newscom

All signs point to an interest-rate hike when the Federal Reserve’s monetary policy concludes this week’s meeting.

1 min read
Autos

Ford’s Rare Rebuke of Trump Official Tests DC-Detroit Relations

Photo via AdMedia/Newscom

Ford has pushed back on criticism from Transportation Secretary Sean Duffy, citing strong relationships with the Trump White House.

2 min read

Advisor Upside

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

Why Retirement Savers Don’t Love 401(k) Predictive Tools

Photo by Petr Sidorov via Unsplash

2 min read
Selling Your RIA As a Retirement Strategy? Mind the Terms

Photo by Pixabay via Pexels

2 min read
Generac Soars After $2.4B Deal to Provide Backup Power for Amazon

Photo via Generac Industrial Energy

1 min read

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