The Daily Upside

Advisor Upside

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

Can Advisors Do More to Combat Elder Financial Abuse?

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2 min read
Average RIA Deal Size Surges to $1.2 Billion in Early ’26

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1 min read
Americans’ Confidence in a Comfortable Retirement Is Waning, New Report Shows

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2 min read

Markets

Blowout Earnings Reports Give Wall Street Reason to Believe the Bull Case

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The S&P 500 ticked down 0.24% on Monday, snapping a 14-day winning streak that pushed the market to a record close on Friday.

2 min read

ETF Upside

Direxion Heads in a New Direction With Income ETFs

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The firm is getting some additions to its lineup, which currently consists almost entirely of leveraged and inverse funds.

2 min read

Retirement Upside

How Are Private Markets Supposed to Fit into DC Plans?

Investor managing portfolio. Pie chart and candlestick charts.

It will take careful engineering, small allocations and coordination across a fragmented retirement system.

1 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Finance

Charles Schwab Chases Gen Z Crowd into Crypto

Photo via Jimin Kim/ZUMAPRESS/Newscom

Gen Z started investing earlier than other generations and is more likely to pour money into alternative assets, particularly crypto.

2 min read

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