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ETF Upside

Dual Share Classes Are 2025’s Single Biggest ETF Development

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Dozens of companies recently got approval from the SEC to add ETF share classes of mutual funds and vice versa, something they’ve waited years for.

2 min read
Consumer

Online Shoppers, Say Goodbye to Free Returns

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In the US, 72% of merchants charge for at least some return options, up from 66% last year, according to a recent report.

1 min read
Consumer

Another No Good, Very Bad Year for Retail Stores

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As of early December, US retail store closures were up 13.2% from the same period in 2024, according to a report from Coresight Research.

1 min read
Personal Finance

Holiday Shoppers Brace for 2026 Payments on Record BNPL Loans

Photo via Richard B. Levine/Newscom

Brace for the bill: Shoppers put $10 billion worth of purchases on buy now, pay later plans in November and $1 billion just on Cyber Monday.

2 min read

Advisor Upside

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

Think Equity Investing Can’t Be Risk Free? Think Again

4 min read
Dan Ives: Trillions in AI Spending Are Just the Start of ‘Fourth Industrial Revolution’

Photo illustration by Connor Lin / The Daily Upside, Photo by Dragon Claws via iStock

4 min read
Wearable Wellness Devices Dominate CES as FDA Loosens Rules

Photo via Xinhua/Sipa USA/Newscom

1 min read

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