The Daily Upside

Advisor Upside

Do Elections Matter to Markets?

Photo by Greg Thames via Pexels

Most advisors agree that elections have little impact on markets, but that’s not stopping investors from bracing their portfolios.

2 min read
Advisor Upside

Citi Targets Active ETFs in Europe

Photo by Scott Webb via Unsplash

Through its white label platform, the bank hopes to be a dominant force in Europe’s growing active ETF market.

2 min read
Advisor Upside

How Advisors Can Help Turn 529s Into Roth IRAs

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A new law under the Secure 2.0 Act will allow unused savings from 529 education investment funds to be transferred to a Roth IRA tax-free.

1 min read
Technology

Who’s at Fault in the CrowdStrike-Delta Summer Meltdown?

Photo by Chris Rank via CC BY 2.0

Delta Airlines is suing CrowdStrike, which was behind the glitchy software update that sparked a global outage of critical flight systems.

1 min read

Advisor Upside

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

Salesforce Layoffs Add Fuel to AI Job-Automation Fire

Photo via Karl Mondon/TNS/Newscom

1 min read
In Quantum Computing Investment, ‘The Race is On’

Photo via Galina Nelyubova

2 min read
IBM Patent Could Rein In Power-Hungry Data Centers

Photo via U.S. Patent and Trademark Office

1 min read

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