The Daily Upside

ETF Upside

Why SPY Bled $31B This Year

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Some of the largest S&P 500-based funds lost billions this year as institutional investors sought out cheaper alternatives.

2 min read
ETF Upside

What’s Behind Surging Rare Earth Elements ETFs?

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The rare earths industry is booming as the materials are used less in electric vehicles and more in AI data centers.

2 min read
ETF Upside

DWS Transforms $2.5M ESG ETF into Something Much Different

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Asset managers have repurposed sustainable funds amid a pullback from them in the US. This change is more substantial than most.

2 min read
Banking

Upbeat Regional Bank Earnings Calm Fears of ‘Cockroach’ Loan Infestation

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Disclosures by two regional lenders last week set off a mini-panic about bad loans on the books of small and medium cap banks.

2 min read

Advisor Upside

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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

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2 min read
PEPs Are Popping Seven Years After Secure Act Passage

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2 min read
Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

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1 min read

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