The Daily Upside

Industries

Defense Darling Anduril Grapples with Military Tech Glitches

Photo via Pedro Fiuza/ZUMA Press/Newscom

Anduril was last valued at $30 billion in June, when its $2.5 billion fundraising round was oversubscribed eight times.

2 min read
ETF Upside

Schwab Plans to Charge for Shelf Space Next Year. It Could Hit Small Issuers Hardest

Photo via Stefan Kiefer/Newscom

Asset managers acknowledge the reality of paying to access Schwab customers, as they have started to do with Fidelity.

2 min read
ETF Upside

Rising Tide of Thematic ETFs Could Put Investors Underwater

Photo by NEOM via Unsplash

As active ETFs have exploded, so too has thematic investing, a dangerous trend for most investors, the author of a Morningstar report said.

2 min read
ETF Upside

Why ETF Platform Consolidation Will Take Off in 2026

Photo by Lance Grandahl via Unsplash

Some products don’t have the capital to get off the ground. Larger ETF issuers can fix that.

1 min read

Advisor Upside

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

Schwab Becomes Latest Brokerage to Scrap Robo Service

Photo by Mike Mozart via CC BY 2.0

2 min read
Are Model Portfolios Key to Alt Adoption?

Photo by Wirestock via iStock

1 min read
Heating Prices Surge as Utility Bills Grow Faster Than Paychecks

Photo via Alexey Stiop/Newscom

1 min read

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