The Daily Upside

Healthcare

Pfizer’s Drug Price Deal with White House Gives Big Pharma a Booster Shot

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A 2024 RAND study found that US drug prices are 278% higher than in 33 other developed countries in the OECD.

2 min read
ETF Upside

Dual Share Classes Are Coming Soon. Now, What?

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ETF share classes of mutual funds (and the other way around) are so close, yet so very far away, as fund boards have a lot of work ahead.

2 min read
ETF Upside

Move Over State Street. JPMorgan Becomes Latest to File for Private Credit ETF

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Semiliquid funds topped $450 billion in assets, but a handful of private credit ETFs have been slow to win over investors.

2 min read
ETF Upside

AI-Powered ETFs Aren’t Living Up to Investor Expectations

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ETFs that use artificial intelligence to select holdings have largely underperformed over the past five years. Many have closed.

2 min read

Advisor Upside

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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

Photo via VCG/Newscom

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

Photo by Krisztina Papp via Unsplash

1 min read

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