The Daily Upside

Advisor Upside

What Will Advisors Do if AI Takes Over the World?

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Most advisors aren’t too worried about AI taking their jobs, but some are already prepping for plan B.

3 min read
ETF Upside

Dimensional Launches First Active ETF Share Class

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The company added an ETF share class of its nearly $7 billion US Micro Cap Portfolio.

2 min read
ETF Upside

Vanguard Finally Files for Junk Bond ETF Nearly Two Decades Later

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An asset manager as big as Vanguard has the luxury of delaying fund launches without much consequence.

1 min read
Semiconductors

Samsung Flexes Memory Muscle in Brawl with Heavyweight TSMC for Foundry Business

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Samsung’s foundry revenue recently fell 3.9% to $12.6 billion, and its market share dipped 2.2 percentage points to 7.2%.

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

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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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