The Daily Upside

Advisor Upside

Can ETFs Break Into the $7.4T 401(k) Industry?

Photo by JHVEPhoto via iStock

More than 30 asset managers are asking regulators for permission to offer mutual fund share classes that can fit into retirement accounts.

2 min read
Advisor Upside

Rich Clients Stick With Their Advisor. Their Children? Not So Much

Photo by Kampus Production via Pexels

With the Great Wealth Transfer in full swing, advisors need to be ready for younger clients who are more mobile, according to a survey.

1 min read
Advisor Upside

SEC Fines Robo-Advisor for Athlete Endorsement Violations

Photo by Airotcivss via CC BY-SA 4.0

The Shariah-compliant robo-advisor Wahed Invest allegedly violated advertising rules and agreed to a $250,000 fine.

1 min read
Consumer

Nestlé Tries to Hitch a Ride with Formula 1

Photo by Justin via Unsplash

Nestlé and Formula 1 announced on Monday that starting with the upcoming 2025 season KitKat will be the sport’s “official chocolate bar.”

1 min read

Advisor Upside

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

Chipping Away at Big Tech’s Bottom Line

Photo by Đào Hiếu via Unsplash

2 min read
Intel Patent Overheats Data Centers For ‘Energy Harvesting’

Photo via U.S. Patent and Trademark Office

1 min read
Neuromorphic Computing May Make AI Data Centers Less Wasteful

Photo by Keith Tanner via Unsplash

2 min read

Sign Up for The Daily Upside to Unlock This Article

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