The Daily Upside

Advisor Upside

Younger Americans Enter Workplace Retirement Plans Earlier than Gen X, Boomers

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The head start and greater financial confidence is translating to more younger clients for advisors.

2 min read
ETF Upside

US Raid in Venezuela Compounds Uncertainty for ETF Investors

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

ETF investors may seek asset classes they view as safer in a volatile era. One issuer filed for a Venezuela Exposure ETF.

2 min read
ETF Upside

Morgan Stanley Wades Into Crowded Bitcoin Market

Photo via Richard B. Levine/Newscom

The company’s crypto exchange-traded product push might be more about the tech than the individual products, one observer said.

2 min read
Banking

Morgan Stanley Pushes Past Crypto Blues to Build its First Bitcoin ETF

Photo via Richard B. Levine/Newscom

Bitcoin ETFs just notched $697 million worth of inflows on Monday, their biggest gain since early October.

1 min read

Advisor Upside

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

Do Clients Really Trust AI with Money Questions?

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1 min read
JPMorgan Topples Dimensional for Active ETF Crown

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2 min read
Johnson & Johnson Crushes Patent, Pricing Probs

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2 min read

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