The Daily Upside

Why March Is too Late to Talk Taxes with Your Retirement Clients

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Effective tax management is a year-round operation, but there are timely strategies to consider right now.

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Commodity Bulls Have a Strong Case to Make in 2026

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What Advisors Are Saying About Retirement’s Future

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AI Meets Active Management: The Technology Powering the Next Generation of ETFs

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AI Anxiety May Be Overblown, but the Disruption Is Real, Says CION’s Mark Gatto

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Goldman Sachs to Invest $42.5M in TAMP GeoWealth

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The majority will provide liquidity to early shareholders instead of going directly to GeoWealth’s balance sheet.

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How Vanguard Is Mapping Out the Future of AI

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The company’s head of financial advisor services Lauren Wilkinson said wealth managers are already finding major efficiencies. What comes next?

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Shock After Shock: Fed Fears Iran War May Fuel Higher Inflation

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The Bureau of Labor Statistics said Wednesday that the producer price index rose 0.7% month-over-month in February, higher than expected.

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Nvidia Embraces Red-Hot Agentic AI Tool OpenClaw

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The agentic AI platform has gone viral since its initial launch as users scooped up Mac Minis en masse to run the open-source tech 24/7.

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Can New CEO Josh D’Amaro Break Disney’s Bob Chapek Curse?

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D’Amaro, like Chapek, made his bones in Disney’s parks and cruises division, which continues to be a major profit driver.

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Finances Are Straining Relationships, CFP Board Says. Advisors Are Stepping in to Help

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Wealth managers are paramount in helping clients navigate money conversations with loved ones.

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Closing the Technology Gap in Estate Planning

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These ETFs Are Being Seeded with Tax-Free Exchanges

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Asset managers are increasingly using 351 exchanges to move investors’ concentrated stock holdings to new ETFs, even if they don’t specialize in that tax strategy.

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Direxion to Shutter 10 ETFs in April

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The firm is closing and liquidating ETFs meant for sophisticated traders, with many of the funds focused on shorting individual stocks.

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Tesla’s $4.3 Billion Not-so-Secret Is Officially Out

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The battery cells Tesla is buying will be produced at a plant in Lansing, Michigan, previously run by LG and General Motors.

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K-Shaped Buffer Helps Delta Soar Above Airline Industry’s Fuel Price Woes

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The airline raised its revenue guidance on Tuesday to high-single-digit growth through March from the previously reported 5-7% growth.

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Mastercard Embraces Digital Future with $1.8 Billion Bet on Stablecoin

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It’s a move that could help secure Mastercard’s place in not just the crypto world of tomorrow, but the AI-driven one too.

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Defiance to Launch Autism Impact ETF, Donate Profits

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With ETFs generally operating on thin margins, it’s quite rare for an issuer to forgo profits.

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New Lending Platforms Help Advisors Close Competitive Gap With Banks

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Flourish CEO Max Lane said his company’s recently launched lending service has saved clients hundreds of dollars per month.

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The Multi-Trillion Dollar Shift: The Future of Active ETFs

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Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

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Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

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Neurocrine Scoops Up Hunger-Drug Maker in Latest Multi-Billion-Dollar Pharma Deal

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