The Daily Upside

ETF Upside

Big AI IPOs Get Headlines. The Real Story Takes Longer To Tell

Photo via SPACEX/UPI/Newscom

Portfolio managers expect both big waves and ongoing ripples as indexes, passive strategies and active investors adjust to blockbuster tech IPOs.

2 min read
Advisor Upside

Roughly 1 in 5 Financial Advice Seekers Are Turning to AI

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A recent Edward Jones survey found that even though more people are using AI for guidance, they don’t trust it nearly as much as they do human advisors.

2 min read
Advisor Upside

Recommend Investments to 401(k) Plans? Big Changes Could Be Coming

Photo by Ian Hutchinson via Unsplash

A major Supreme Court case and proposed Labor Department rules on investment selection in retirement plans are just part of the story.

2 min read
Artificial Intelligence

Zuck Wants to Hand AI Power to the People. That Makes More Sense for Meta Than Its Rivals

Photo via IMAGO/Louis Grasse/IMAGO/PxImages/Newscom

In an essay, the Meta CEO asks AI companies to open their gates so the tech’s top secrets won’t be restricted to a handful of institutions

2 min read

Advisor Upside

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

The AI-Powered Income Planning Revolution Has Arrived

Photo via Income Lab

4 min read
What’s Behind the SEC’s New Crypto Proposal?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

1 min read
How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

Photo by Curated Lifestyle via Unsplash

2 min read

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