The Daily Upside

Advisor Upside

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

Clients Are Craving Income. Here’s How Advisors Are Delivering

4 min read
Behind Goldman’s $2.3B Deal for NEOS Investments

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2 min read
Vanguard’s New Custom Model Portfolios Hope to Prove One Size Doesn’t Fit All

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1 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Alesmunt via iStock

Consumer

Malls Regain Rizz as Gen Z Embraces Style of Yesteryear’s Teens

Gen Z’s interest in brands that styled teens of an earlier era is revitalizing once-beleaguered shopping mall retailers.

4 min read
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Retirement Upside

Medicare Advantage or Traditional Plus Supplemental? Choose Wisely

The right choice depends on client preferences about cost predictability and risk management.

2 min read
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Finance

Ackman’s Pershing Touts Value Investing Amid Bid to Stir Demand for Funds

Pershing took on six new holdings in the second quarter including Netflix, Mastercard and Visa, eye care firm Alcon, and S&P Global.

1 min read

Retirement Upside

Treasury, IRS Propose Streamlining Rollovers From 401(ks) to IRAs

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Instead of plan participants carrying much of the weight, recordkeepers would shoulder more of the burden.

2 min read

Advisor Upside

The SEC’s Proposed Semi-Annual Reports Could Hide Negative Earnings

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Bad quarters would be masked by positive semi-annual reports at twice the rate as good quarters, according to a Bloomberg report.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Big AI IPOs Get Headlines. The Real Story Takes Longer To Tell
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The DRAMa Behind Wall Street’s Fastest Selling ETF
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Here’s Where Active Investing Is Actually Beating Passive
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Morgan Stanley Just Undercut Ethereum, Solana ETF Markets

Artificial Intelligence

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

Photo via Yoshio Tsunoda/AFLO/Newscom

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

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