The Daily Upside

ETF Upside

Racing to Keep Up With Dual Share Class Applications

Photo by City Dweller via CC BY-SA 4.0

More than 40 firms filed amended requests with the SEC since it nudged them to follow Dimensional’s lead, and nine filed initial applications.

2 min read
ETF Upside

Investors Turn to Defined Outcome ETFs Amid Market Turmoil

Photo by Austin Hervias via Unsplash

In the aftermath of the Trump administration’s “Liberation Day,” many investors are looking to buffer ETFs to protect against volatility.

1 min read
ETF Upside

Not Taking Single-Stock ETFs for Granite

Will Rhind, CEO of GraniteShares.

In the ever-expanding universe of ETFs, finding new products that stick is more of an art than a science, the CEO of GraniteShares says.

3 min read
Advisor Upside

Advisors Say $1,000 ‘Trump Accounts’ Won’t Benefit Families Who Need Help Most

Photo by Natilyn Hicks via Unsplash

While the idea isn’t exactly new, the accounts are designed to help parents prepare for their children’s financial futures.

2 min read

Advisor Upside

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

Why is the Quantum Race Moving Faster?

Photo via Petr Sznapka/ZUMA Press/Newscom

2 min read
Finance Departments Struggle to Balance AI Adoption Risks With Rewards

Photo by AndreyPopov via iStock

1 min read
IBM Patent Seeks to Help AI Models ‘Unlearn’

Photo via U.S. Patent and Trademark Office

1 min read

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