The Daily Upside

Advisor Upside

Fiduciary Ad Campaigns May Be Hitting Home

Photo via Connor Lin / The Daily Upside

More than 6 in 10 retail clients said they are now considering paying for professional advice, according to research from Cerulli.

2 min read
Advisor Upside

Wealthy Families Are Ditching Cash for Riskier Wagers

Photo by Matt Buck via CC BY-SA 2.0

Family offices are trimming their cash investments and moving into equity plays as the outlook for global markets improves.

2 min read
Advisor Upside

Latest ETF Taps AI Versions of Buffett, Druckenmiller

Photo by Jakub Zerdzicki via Pexels

Intelligent Alpha launched a new ETF that leverages AI large-language models to mimic some of the world’s best stock pickers.

2 min read
Autos

The Biden Administration’s War on Chinese Cars Just Got Bigger

Photo by Drew Dau via Unsplash

The Biden administration is introducing a ban on both hardware and software for “connected vehicles” from China and, incidentally, Russia.

1 min read

Advisor Upside

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

Crypto on Track for M&A Record With Coinbase’s $2.9B Derebit Takeover

Brian Armstrong, CEO of Coinbase. Photo by TechCrunch via CC BY 2.0.

2 min read
Lab-Grown Diamonds? Turns Out They’re Not De Beers’ Best Friend

Photo by Tupungato via iStock

2 min read
UK-US Strike Trade Deal Affirming ‘Special Relationship’

UK Prime Minister Keir Starmer. Photo by Simon Dawson / No 10 Downing Street via CC BY 2.0.

2 min read

Sign Up for The Daily Upside to Unlock This Article

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