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Advisor Upside

Don’t Mess With Texas Stock Exchange’s $161m Raise

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The project would provide a venue for smaller, private companies to list, and open up new investment opportunities for clients.

2 min read
Advisor Upside

Millennials Want to Beat the Markets More Than You Do

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It’s such a priority for younger clients that they’re often more likely to switch advisors after major life events.

2 min read
Advisor Upside

Canada vs. US. Not Tariffs, We’re Talking ETFs

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Investors are wondering if the current geopolitical landscape may open up new opportunities north of the border.

2 min read
Autos

Don’t Blame Musk for Tesla’s Plummeting Sales in France, Germany

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Aside from the Cybertruck, the company hasn’t had a new mass market model since 2019 when it first unveiled its popular Model Y.

2 min read

Advisor Upside

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

The ‘Everything App’: How Robinhood Grew From Trading Platform to Financial Ecosystem

Photo illustration by Connor Lin / The Daily Upside, Photos by Ljupco, Comzeal, and CreativaImages via iStock

5 min read
Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

Photo illustration by Connor Lin / The Daily Upside, Photos by YakobchukOlena and Rawpixel via iStock

4 min read
What’s the Difference Between 351 Exchanges and Exchange Funds?

Photo by Ben Iwara via Unsplash

4 min read

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