The Daily Upside

Consumer

Unilever’s Grocery Deal with McCormick Draws Sour Reaction from Investors

Photo via Richard B. Levine/Newscom

Tuesday’s deal would see Unliver “sharpening” into a $45 billion “pure play” in global beauty, wellness, and personal and home care.

2 min read
ETF Upside

Cambria Cannabis ETF Closes Up Shop as Investor Interest Fades

Photo by Crystalweed Cannabis via Unsplash

Regulatory setbacks have kept institutional investors hesitant about the marijuana industry.

2 min read
Advisor Upside

Inside the DOL’s Plan to Open Up Alternative Assets in 401(k)s

Photo by US Department of Labor via CC BY 2.0

Industry groups and asset managers are in favor, but advisors are weary, saying the expanded access can quickly spell trouble for clients.

2 min read
Advisor Upside

Creative Planning Snaps Up 2nd European Firm as Advisors See Client Demand Abroad

Photo by Marcin Nowak via Unsplash

One of the largest RIAs already serves thousands of US ex-pats, according to CEO Peter Mallouk.

2 min read

Advisor Upside

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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

Photo via VCG/Newscom

2 min read
PEPs Are Popping Seven Years After Secure Act Passage

Photo by Getty Images via Unsplash

2 min read
Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

Photo by Krisztina Papp via Unsplash

1 min read

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