The Daily Upside

Advisor Upside

Money Market Funds Attracted $935B Last Year. Expect Half That in 2026

Photo by Mackenzie Marco via Unsplash

Morgan Stanley expects further growth for the funds despite possible interest rate cuts.

2 min read
Advisor Upside

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

Photo by Brooke Cagle via Unsplash

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

Advisor Upside

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

The AI-Powered Income Planning Revolution Has Arrived

Photo via Income Lab

4 min read
What’s Behind the SEC’s New Crypto Proposal?

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

1 min read
How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

Photo by Curated Lifestyle via Unsplash

2 min read

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