The Daily Upside

ETF Upside

State Street’s Private-Credit ETFs Outperformed in 2025. Is That Enough to Interest Investors?

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Its two diversified bond ETFs can’t match the private-credit allocations of less-liquid vehicles, but they are beating 92% of peers.

2 min read
ETF Upside

American Century’s Avantis Crosses $100B AUM

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Avantis Investors reached the asset milestone during a big year of growth and a legal proceeding over naming rights.

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Advisor Upside

Why Schwab Raised Asset Minimums on ‘Fly Paper’ Referral Program

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The brokerage doubled the minimum AUM requirement in its Schwab Advisor Network to $500 million recently.

1 min read
Advisor Upside

Finfluencers Can Say Whatever They Want Online. FINRA Is Paying Attention

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As financial advice spreads online like wildfire, the agency opened a public comment period.

2 min read

Advisor Upside

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

Instead of Chasing Alpha, Here Are 4 Ways to Pick the Low-Hanging Apples

4 min read
‘Bucket List’ Vacations Give Way to Budget-Friendlier Trips amid Sky-High Fuel Prices

Photo illustration by Connor Lin / The Daily Upside

4 min read
Most 401(k) Holders Don’t Seek Help from Plan Advisors (But They Want It)

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1 min read

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