The Daily Upside

ETF Upside

ETFs Lose Some Edge Over Mutual Funds as Fees Decline

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The good news for the ETF industry is that fees don’t appear to be the reason people choose them.

2 min read
Investments

Glass Lewis, ISS Grapple With Renewed Risk to Influencer Status

Photo illustration by Connor Lin / The Daily Upside, Photos by Prostock-Studio and Bee32 via iStock

ISS, Glass Lewis face criticism from an oil giant engaged in a bitter proxy fight just as Congress renews scrutiny of advisory firms.

6 min read
Advisor Upside

Advisors Love Automated Assistants. But What’s the Future of AI?

Photo illustration by Connor Lin / The Daily Upside, Photos by iLexx and Feedough via iStock

Expert opinions on artificial intelligence vary, but one thing is certain: Change is inevitable.

6 min read
Social Media

Marc Benioff Joins Investors Valuing Influencer Agency Whalar at $400M

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Marc Benioff joined a handful of prominent investors in influencer agency Whalar’s latest fundraising round, valuing it at $400 million.

1 min read

Advisor Upside

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

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

Photo via Avalon/Newscom

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

Photo via Mads Claus Rasmussen/ZUMAPRESS/Newscom

2 min read
Wall Street Leaders’ Fears of Froth Finally Bubble into Markets

Photo via JOHN ANGELILLO/UPI/Newscom

2 min read

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