The Daily Upside

Advisor Upside

Selling a Firm? Here’s How To Boost Valuations

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Not all advisors are equipped to maximize enterprise value.

2 min read
Advisor Upside

These Are the Best AI Prospecting Tools for Advisors

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AI lead generators can search through public databases for potential clients. Which ones live up to the hype?

2 min read
Banking

Investor Summit Gives Bank of America a Chance to Soothe Angsty Investors

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Compared its peers, BofA has lagged in expanding into less traditional activities such as wealth management, credit cards and loan growth.

2 min read
M&A

Novo Nordisk’s $10 Billion Bid Ups the Ante in Bidding War for Obesity Biotech Metsera

Photo via Mads Claus Rasmussen/ZUMAPRESS/Newscom

Metsera on Tuesday called Novo Nordisk’s new $10 billion offer “superior” to rival Pfizer’s bid of $8 billion.

2 min read

Advisor Upside

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

Tariff Turmoil Not ‘Rear View Mirror’ Yet: Schwab’s Liz Ann Sonders

Photo illustration by Connor Lin / The Daily Upside, Photos by Liorpt via iStock and Chris Kleponis/ZUMAPRESS/Newscom

5 min read
There’s an ETF for Everything. Is That What Investors Really Want?

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4 min read
Startup Cursor Rides AI Coding Vibes to $29B Valuation

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2 min read

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