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Advisor Upside

Ameriprise, Raymond James Report Rocky Start to 2025

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Both independent broker-dealers reported earnings that missed the mark in some segments.

1 min read
Consumer

Looking for a Safe Haven Investment? Drive Through the Golden Arches

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As the US — and everywhere else — has digested multi-year inflation, pressure has mounted disproportionately on the restaurant sector.

2 min read
Finance

Buffett’s $300B Cash Pile, Fed by Apple, Spurs Investment Guessing Game

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Buffett acolytes are primed to be receptive to new ideas after Berkshire’s more contrarian bets over the last decade have proven prescient.

2 min read
Big Tech

What Does Google’s Search Monopoly Mean in the Age of AI?

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Back in 2020, Google’s huge market share of the internet search market hovered at about 92% by most metrics

2 min read

Advisor Upside

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

The ‘Everything App’: How Robinhood Grew From Trading Platform to Financial Ecosystem

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5 min read
Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

Photo illustration by Connor Lin / The Daily Upside, Photos by YakobchukOlena and Rawpixel via iStock

4 min read
What’s the Difference Between 351 Exchanges and Exchange Funds?

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4 min read

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