The Daily Upside

Energy

Shell Pumps Out Banner Profits Despite Iran War’s Seismic Upheaval

Photo via Ian L. Sitren/ZUMAPRESS/Newscom

The boom was thanks in large part to the rapid price swings, which sparked huge demand from big buyers such as airlines and utilities players.

2 min read
Retirement Upside

The Annuity Sales Tactic That’s Backfiring on Advisors

Photo by Curated Lifestyle via Unsplash

The behavioral psychology technique of “social proof” has real persuasive power in many contexts, but not so much for selling annuities.

2 min read
M&A

GameStop’s Ryan Cohen Sidesteps Compensation Questions on eBay Deal

Photo via Aaron Schwartz/Sipa USA/Newscom

GameStop CEO Ryan Cohen is sidestepping questions about how much a proposed takeover of eBay — for $56 billion — would benefit stockholders.

2 min read
Advisor Upside

How to Create a ‘Tax Planning Mindset’ Instead of a Checklist

Photo by Behnam Norouzi via Unsplash

With the right tools and know-how, advisors can move beyond annual tax conversations to a lifetime tax-planning mindset.

2 min read

Advisor Upside

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

AI Drug Designer Isomorphic Details Lofty Plans for $2.1B in New Funding

Photo via Stephane Lemouton/SIPA/Newscom

1 min read
World’s First Catastrophe Bond ETF Braces for Hurricane Season

Photo by Dannel Malloy via CC BY 2.0

2 min read
Fidelity to Tack Service Fees on 100 More ETFs. Boutique Issuers May Be Hit Hardest

Photo by Sundry Photography via iStock

2 min read

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