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

Can Structured Note ETFs Help Retirees Sleep at Night?

4 min read
Forget AI Assistants. Vanguard’s New Tech Helps Manage Client Portfolios

Photo via Connor Lin / The Daily Upside

2 min read
Why Morningstar’s Christine Benz Isn’t a Fan of Alts in 401(k)s

Photo via Morningstar

3 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Ljupco and Frentusha via iStock and Freepik

Real Estate

Wall Street Bonus Bonanza Flows Into US Real Estate Markets

A record year for Wall Street bonuses is driving real estate investment, from luxury coastal property to workforce housing in the heartland.

5 min read
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Retirement Upside

Advisors Weigh Risk, Opportunity in the Life Settlement Market

Selling a life insurance policy alleviates one of premium payments and mismatched terms, but the process isn’t foolproof.

2 min read
Photo via Polaris/Newscom

Industrials

Daring Iran War Rescue Highlights Small But Crucial Military Tech

Spending on newer military tech jumped more than 20% this year, feeding innovation like the device that helped rescuers find a downed aviator.

1 min read

Retirement Upside

Why Most Americans Expect to Delay Retirement by 4 Years

Photo by Road Ahead via Unsplash

Advisors say some clients are driven solely by the fear of running out of money, rather than an actual need to continue working.

2 min read

Advisor Upside

Dan Ives Doubles Down on AI with Second WedBush Thematic ETF

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The new product is the firm’s latest bet on the generative computing sector, after launching the flagship IVES fund in June.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Roundhill Taps Surging Memory Sector with New ETF
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SpaceX IPO Could Skyrocket Tech Exposure in Index ETFs
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Lives of ETFs Get Shorter as More Funds Shutter Than Ever Before
Photo by Ryoji Iwata via Unsplash

Buffer ETFs with Short Timelines Make a Case for Investors

Big Tech

Goldman Sachs Spots Buying Opportunity in Bruised Big Tech

Photo via JOHN ANGELILLO/UPI/Newscom

The Roundhill Magnificent Seven ETF, which tracks Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla, has slid roughly 11% this year.

2 min read

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