The Daily Upside

Advisor Upside

PEPs Are Popping Seven Years After Secure Act Passage

Photo by Getty Images via Unsplash

Financial advisors have helped pooled employer plans amass billions of dollars in retirement savings.

2 min read
Consumer

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

Photo by Krisztina Papp via Unsplash

Simon Property Group, has outperformed the S&P 500 this year. The company’s shares hit a record high over the summer not seen since 2016.

1 min read
Healthcare

No Mo’ Nordisk: Ozempic Maker Rebrands as Novo, Promises New Culture

Photo via Michael Siluk/UCG/Universal Images Group/Newscom

The name change arrives with Novo shares down 15% in 2026, despite the propitious launch of the oral version of its obesity drug Wegovy.

2 min read
Artificial Intelligence

Will Doomsayers Derail Anthropic’s Mega IPO?

Photo via Vincent Isore/ZUMAPRESS/Newscom

Anthropic’s S-1 filing with the SEC is expected to be released publicly in the coming days or weeks, and it will likely face new scrutiny.

2 min read

Advisor Upside

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

Don’t Take the ‘Heartbreak Express’ to Estate Disputes

Photo by Wes McFee via Unsplash

2 min read
What the Father of the 4% Rule Says about Warren Buffett’s Retirement Advice

Photo via Lu Beifeng/VCG/Newscom

2 min read
After Headline-Making Losses in 2022, Tiger Global Touts a $5 Billion Windfall on an OpenAI Bet

Photo via Timon Schneider/ZUMAPRESS/Newscom

1 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.