The Daily Upside

Advisor Upside

Investors Trade in Stocks for Bonds After Big Gains in 2025

Photo by Torsten Asmus via iStock

Planners and investors are sticking to portfolio targets and rebalancing after years of strong stock market gains, according to Vanguard research.

2 min read
Advisor Upside

LPL Moves Closer to Commonwealth Retention Goals as Profit Climbs 11%

Photo via LPL Financial

In the firm’s fourth quarter earnings call, executives discussed efforts to keep Commonwealth advisors on board post-acquisition.

1 min read
Consumer

Tyson Customers Flock to Chicken While Beef Flounders

Photo by J. Michael Jones via iStock

Thankfully, consumers have simply flocked to chicken in lieu of steak, keeping the company afloat and helping it beat Wall Street’s estimates.

1 min read
Consumer

Armani Outfits Olympics Team While Preparing to Pass Founder’s Torch

Photo by Cristi Croitoru via iStock

The first Armani runway menswear collection without any influence from the founder debuted in late January.

2 min read

Advisor Upside

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

The Commercial Real Estate Market Is Touting a Recovery as the Waldorf Astoria Offers a Test

Photo via DPST/Newscom

1 min read
SoftBank’s All In on OpenAI and So Far It’s Paying Off

Photo via Fumiyasu Nakatsuji/Jiji Press/Newscom

2 min read
Utilities Soar On Surging Power Demand From Data Centers

Photo by Getty Images via Unsplash

2 min read

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