The Daily Upside

Hedge Funds

Citadel’s Flagship Fund Delivers Standout Gains After Buying Situational’s Distressed Book

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Snapping up most of Situational Awareness’s public equities portfolio proved a near-immediate coup for Citadel, whose flagship fund rose 5.9%.

2 min read
Advisor Upside

Client Withdrawals Can Outpace Organic Growth if RIAs Aren’t Careful Enough

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RIAs lose 2% to 5% of their AUM annually through client withdrawals, but they’re also averaging just 3% to 4% in organic growth each year.

2 min read
ETF Upside

BlackRock’s Treasury Fund TLT Falls to 22-Year Low

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Rising yields on long-term Treasurys pushed the largest long-term bond fund, iShares 20+ Year Treasury Bond ETF (TLT), to a 22-year low.

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ETF Upside

Get Ready for More SpaceX in ETF Orbits

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Following the company’s earnings call yesterday, a stock lockup expiring tomorrow could flood the market with more shares.

2 min read

Advisor Upside

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

Roughly 1 in 5 Financial Advice Seekers Are Turning to AI

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Recommend Investments to 401(k) Plans? Big Changes Could Be Coming

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2 min read
Zuck Wants to Hand AI Power to the People. That Makes More Sense for Meta Than Its Rivals

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2 min read

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