The Daily Upside

F/m Investments Preps First Mutual Fund Shares of ETFs

Photo by Rupert Britton via Unsplash

The ETF issuer is among the first in line for dual share classes, and it plans to use mutual-fund shares to access 401(k) plans.

Loading…
Defined Outcomes Assets to Top $334 Billion by 2030: Cerulli

Photo by Matthew Waring via Unsplash

Buffered ETFs are surging in popularity, particularly among retirees, and that bodes well for their future.

Loading…
Bayer Resurrects Scrapped Blood-Thinning Drug as Breakthrough Stroke Treatment

Photo via imageBROKER/Joko/Newscom

The trial proved so successful that Bayer plans to reach out to regulators in preparation for submitting the drug candidate for approval.

Loading…
Ukraine Peace Talks Undermine European Defense Stocks

Photo via Julian Stratenschulte/dpa/picture-alliance/Newscom

Peace deal or no peace deal, the war in Ukraine is motivating governments on the continent to upgrade their defensive capacity.

Loading…

Hedge Funds Start to Hedge Their AI Bets

Photo via JOHN ANGELILLO/UPI/Newscom

Wall Street’s smart money is starting to take out some short positions on the AI trade, albeit mostly around the industry’s fringes.

Loading…
What Will M&A Look Like in 2026?

Photo by Getty Images via Unsplash

PE will continue to dominate, but medium-sized sellers may fill in the gaps.

Loading…
What’s Going On In Clients’ Heads? Don’t Ask AI

Photo by Curated Lifestyle via Unsplash

Client risk aversion shifts constantly, and advisors must navigate those changes while technology becomes more prominent in investment management.

Loading…
Why More Advisors Are Outsourcing to Model Portfolios

Photo by Michael Lee via Unsplash

Loading…

6 Affordable ETFS for Dividend Aristocrats

Photo by Torsten Asmus via iStock

Company dividends are a crucial part of a stock’s total return. These ETFs track firms with strong records of quarterly payouts.

Loading…
Many Americans Say a Thanksgiving Plane Trip Won’t Fly. They’re Taking the Bus Instead

Photo by typhoonski via iStock

More than 80 million Americans are expected to travel 50 miles or more this Thanksgiving, AAA estimated, a new record up 2% from last year.

Loading…
Leave the Swiss Alps for the US? That’s a Mountain Too High, UBS CEO says

Photo via Stebo/ZUMAPRESS/Newscom

These days, relations between the Swiss government and UBS are as cold as the La Brévine valley in December.

Loading…
Meta’s Antitrust Win May Be a Coup for Big Tech

Photo via Will Oliver – Pool via CNP/picture alliance / Consolidated News Photos/Newscom

Loading…

Advisors Loading Up on ETFs Favor Crypto, Commodity Strategies

Photo by Getty Images via Unsplash

More than half of RIAs increased the number of strategies in which they invested.

Loading…
Hungry Eyes for AI in ETFs

Photo by Getty Images via Unsplash

ETF investors can feel the magic between A and I. It’s why they say they’re loading up on funds.

Loading…
Bitcoin’s Swoon Prompts IBIT Exodus

Photo via Gado Images

Investors pulled more than half a billion dollars out of BlackRock’s iShares Bitcoin Trust in just one day last week.

Loading…
Boom in Crypto Treasury Stocks Faces Inevitable Bust

Photo illustration by Connor Lin / The Daily Upside, Photo by Ihor Lukianenko via iStock

Digital asset treasury companies are grappling with the law of diminishing returns in the midst of a cryptocurrency swoon. What’s next?

Loading…
How Advisors Are Tapping ETFs in Model Portfolios

Photo illustration by Connor Lin / The Daily Upside, Photos by Caiaimage/Chris Ryan, Wasja, and Pictac via iStock

Financial advisors learn to love the turnkey solutions with customizable options.

Loading…
Copycat ETFs Are Everywhere. Should Issuers Worry?

Photo via DPST/Newscom

So-called copycat filings are picking up, but whether they’re a problem remains up for debate.

Loading…
Walmart Keeps Fan-Favorite Status as Shoppers Tighten Purse Strings

Photo via Jeffrey Greenberg/Universal Images Group/Newscom

Despite concerns ahead of the busiest season for retailers, projections show Americans are ready to open their wallets.

Loading…
Abbott Breaks into Lucrative Cancer Screening Market with $21 Billion Exact Sciences Purchase

Photo via Stacey Wescott/TNS/Newscom

Earlier this month, Exact reported a record $851 million in third-quarter revenue, which included $666 million from its screening business.

Loading…

Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

Photo by Yunus Tuğ via Unsplash

Loading…
Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom

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

Photo via Andre M. Chang/ZUMAPRESS/Newscom

Loading…