The Daily Upside

Advisor Upside

Millennials, Gen Z Most Likely to Jump at New Investment Trends

Photo by Loic Leray via Unsplash

Older investors tend to be more cautious, according to a Northwestern Mutual study.

2 min read
ETF Upside

BlackRock, Vanguard, Fidelity Keep Gobbling Up Market Share

The three firms now manage 52% of assets among the largest 150 fund companies, up from 43% a decade ago.

2 min read
ETF Upside

Rob Arnott’s Firm Has an Out-of-This-World New Name

Photo via Planet Volumes

Research Affiliates, which recently sold its RAFI Indices business to TMX, just had a major brand overhaul.

2 min read
Inflation & Prices

Wall Street Bets on Rate Hike From a Fed Hemmed In by Persistent Inflation

Photo via Annabelle Gordin/UPI/Newscom

All signs point to an interest-rate hike when the Federal Reserve’s monetary policy concludes this week’s meeting.

1 min read

Advisor Upside

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

The CFO Backstory in the Starbucks-Chipotle Merger Rumors

Photo by Anne Czichos via iStock

2 min read
It’s Complicated: Issues with Private Assets Aren’t Deterring Advisors

Photo by Getty Images via Unsplash

2 min read
CFOs Add AI Fact-Checking to Duty List

Photo by Moon Safari via iStock

2 min read

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