The Daily Upside

Advisor Upside

Has Index Investing Gone Too Far?

Critics say markets become less efficient when too much money floods into indexed products, but that doesn’t tell the whole story.

4 min read
Artificial Intelligence

From iPads to XBoxes, Device Prices Soar as AI Hoards Memory Chips

Photo illustration by Connor Lin / The Daily Upside, Photo by Roberto Bucci via iStock

A shortage of memory chips is one of the biggest challenges facing the AI buildout, fueling both selloffs and rallies in the past week alone.

6 min read
Retirement Upside

Trump Accounts Hit 7M Enrollees, Raising New Questions for Advisors

Photo by Gage Skidmore via CC BY-SA 2.0

Wealth managers agree that a free $1,000 is a good thing, but it may come with trade-offs.

2 min read
Advisor Upside

The Great Wealth Transfer May Become the Great Alts Boom

Photo by Getty Images via Unsplash

The role of the advisor is becoming increasingly central as Great Wealth Transfer inheritors increase allocations to assets like crypto and private equity.

2 min read

Advisor Upside

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

Fidelity AUM Nears $8T Riding ‘Perfect Storm’ of Retail Investors

Photo by FinkAvenue via iStock

1 min read
Disney Embraces Fan Content in Groundbreaking TikTok Deal

Photo via Bryan Smith/ZUMAPRESS/Newscom

2 min read
Uber Promises to Spend $10 Billion On Robotaxis as Growth Disappoints Investors

Photo via Kazuki Oishi/Sipa USA/Newscom

2 min read

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