The Daily Upside

Advisor Upside

Lost and Found: Clients May Have Retirement Wealth Hidden Away

Photo by Annie Spratt via Unsplash

Even financially savvy clients may not realize they have savings trapped from a job they haven’t thought about in years.

2 min read
ETF Upside

Franklin Templeton’s New ETFs Drip-Feed Investors Bitcoin

Photo via Spencer Jones/Plexi Images/GHI/UCG/Universal Images Group/Newscom

The two funds, which begin with a 95/5 split between equities and bitcoin, automatically reinvest dividends in crypto.

2 min read
Markets

Midterms to Subject Prediction Markets to Reputational Stress Test

Photo via Richard B. Levine/Newscom

The stakes are also big for users of Kalshi and Polymarket, who have staked more than $1.4 billion on contracts related to the midterms.

2 min read
Semiconductors

Broadcom Emerges as Anthropic IPO’s Big Winner

Photo via Thomas Fuller / SOPA Images/Sipa USA/Newscom

If buying up endless amounts of GPU was Act 1 of the AI infrastructure buildout, custom chips like Broadcom’s may be the star of Act 2.

2 min read

Advisor Upside

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

Everyone’s Feeling Less Optimistic About the Economy

Photo via MAYFAIR ENTERTAINMENT INTERNATIONAL

2 min read
How First Student’s CFO Keeps School Buses En Route

Photo via First Student

3 min read
In a Rising Sea of ETFs, What Do Advisors Actually Want?

Photo by Victoriano Izquierdo via Unsplash

2 min read

Sign In or Subscribe to The Daily Upside to read this article

Sharp news & analysis on finance, economics, and investing.