The Daily Upside

Tax Planning Is Table Stakes for Advisors

Photo via Kelly Sikkema

Nearly 70% of high-net-worth clients said advisors should help them reduce their taxes, Cerulli found.

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Why the SEC Wants to End Quarterly Earnings Reports

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

SEC Chairman Paul Atkins advocated to end the reports as a cost-saving measure for listed companies.

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CION’s Mark Gatto on Democratizing Alternatives: Why Individual Investors Are Finally Accessing Alts Like Institutions

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GM Makes a Power Move, Shifting Focus from EVs Back to Gas Engines

Photo via Jeff Kowalsky/ZUMAPRESS/Newscom

Sales of new electric vehicles fell 6.3% year-over-year in the second quarter, according to Cox Automotive analysts.

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Amazon Still Wants an Alexa in Every Home. Hence, Her M-AI-keover

Photo via JOHN ANGELILLO/UPI/Newscom

With new leadership, the company is looking to revive its entire hardware line — and dig itself out of a giant money hole

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Pfizer’s Drug Price Deal with White House Gives Big Pharma a Booster Shot

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A 2024 RAND study found that US drug prices are 278% higher than in 33 other developed countries in the OECD.

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Dual Share Classes Are Coming Soon. Now, What?

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ETF share classes of mutual funds (and the other way around) are so close, yet so very far away, as fund boards have a lot of work ahead.

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Move Over State Street. JPMorgan Becomes Latest to File for Private Credit ETF

Photo via Jimin Kim/ZUMAPRESS/Newscom

Semiliquid funds topped $450 billion in assets, but a handful of private credit ETFs have been slow to win over investors.

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AI-Powered ETFs Aren’t Living Up to Investor Expectations

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ETFs that use artificial intelligence to select holdings have largely underperformed over the past five years. Many have closed.

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Genmab Strikes $8 Billion Deal for Cancer Treatment Maker Merus

Photo via Image courtesy of Genmab, All rights reserved. © 2024 Genmab A/S

BMO analysts said in a note Monday they were “encouraged” that Genmab’s acquisition “could start to spur broader M&A in the sector.”

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EA’s $55 Billion Buyout Sets New ‘Going Private’ High Score

Photo via David Buono/Icon Sportswire DCV/David Buono/Icon Sportswire/Newscom

The gaming industry boomed during the pandemic, but its rapid growth didn’t continue once consumers could go outside and touch grass.

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Wall Street Braces for Government Shutdown Chaos

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Fitting for 2025, a government shutdown is all but guaranteed to deliver even more uncertainty into the macroeconomic mix.

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SEC Ready to Let Fund Shops Explore Their Dual Share-Class Natures

Photo by City Dweller via CC BY-SA 4.0

ETF share classes of mutual funds (and vice versa) could be approved in just two weeks, according to an agency notice posted Monday.

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XYPN’s Michael Kitces and Alan Moore on the Independent Advisor Boom

Between 2019 and 2025, XYPN firms saw client bases grow an average 25% per year.

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1 in 5 Wealth, Asset Firms Will Be Acquired by 2029

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Mid-sized firms are being squeezed by shrinking profit margins and rising technology costs.

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Is Nuclear Startup Oklo Losing (Market) Power?

Photo via Oklo

One of the year’s hottest stocks, Oklo, shed a fifth of its value amid an insider selloff, prompting Goldman Sachs to caution investors.

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Relaxed Rules Poised to Expand Day Trading for Retail Investors

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A US regulator last week cleared the path for more retail investors to participate in day trading by dropping barriers put up in 2001.

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Disney’s Kimmel Problem is Far From Over

Photo via Disney

Lame duck Disney CEO Bob Iger will likely have his hands full with pressure from regulators and investors in his remaining days on the job.

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Is Vanguard Coming Around to Crypto ETFs?

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The company is reportedly considering adding third-party products to its brokerage,, but Vanguard said it hasn’t made any decisions.

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The 351 Exchange ETF Is Here. More Are on the Way

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The ETF strategy lets wealthy investors defer, or even avoid, capital gains tax liabilities.

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Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

Photo by Yunus Tuğ via Unsplash

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Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom

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Neurocrine Scoops Up Hunger-Drug Maker in Latest Multi-Billion-Dollar Pharma Deal

Photo via Andre M. Chang/ZUMAPRESS/Newscom

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