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Advisor Upside

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

Roughly 1 in 5 Financial Advice Seekers Are Turning to AI

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2 min read
Recommend Investments to 401(k) Plans? Big Changes Could Be Coming

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2 min read
A Fair Inheritance Doesn’t Always Mean an Equal Inheritance

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Artificial Intelligence

Nvidia Underscores Support for Open-Source AI, a Boon for Hardware Spending

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Back in March, CEO Jensen Huang spent Nvidia’s developers conference saying its chips are the perfect infrastructure for open source tools.

2 min read

ETF Upside

Big AI IPOs Get Headlines. The Real Story Takes Longer To Tell

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Portfolio managers expect both big waves and ongoing ripples as indexes, passive strategies and active investors adjust to blockbuster tech IPOs.

2 min read

ETF Upside

The DRAMa Behind Wall Street’s Fastest Selling ETF

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Roundhill said flows into its $24 billion memory fund, DRAM, show conviction from investors about the AI buildout. But not all are cashing in.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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BlackRock’s Treasury Fund TLT Falls to 22-Year Low
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Get Ready for More SpaceX in ETF Orbits
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Should Anyone Be Allowed to Buy Leveraged ETFs?
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How Issuers Are Solving the Dual Share Class Puzzle

Retirement Upside

Advisors Can Be Heroes for the Sandwich Generation

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A quarter of Americans are caring for both children and parents. It’s both a financial and emotional challenge for clients, and advisors should make sure they take care of themselves before helping others.

2 min read

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