CIO Upside

Exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators.

OP-ED | OP-ED

Allan Roth: Lessons from a Surprising 2024

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The popular author and financial advisor weighs in on major market trends of last year, and takes a (speculative) peek ahead.

4 min read
ETFs

7 Magnificent ETFs for a Nasdaq Melt Up

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Investors have plenty of choices to gain exposure to the Magnificent 7, depending on how much risk or reward they choose to take.

2 min read
Private Equity

PE Invasion Weighs on Wealth Management

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The massive private-equity investments are causing concerns about its impact on the wealth management industry.

2 min read
Investing Strategies

Can Private Assets Reshape Index Investing?

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New filings with the Securities and Exchange Commission are requesting permission to launch ETFs that hold both public and private assets.

1 min read
Investing Strategies

Inside BlackRock’s Latest $12B Private Assets Deal

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BlackRock is acquiring HPS Investment Partners in a deal that could increase its private assets under management to $600 billion.

2 min read
Industry News

TradePMR’s Robb Baldwin on Robinhood and the American Financial System

Photo via TradePMR

The future of American financial technology is being able to do transactions, trades, and payments in one spot, Baldwin said.

2 min read
Financial Planning

Two Thirds of Women Say They’re CFOs of the Household

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More women are planning for retirement, which hasn’t always been the case and could open up new clients to financial advisors.

1 min read
Economics

The Worst Stag Party Ever?

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“Stagflation” has wreaked havoc on the economy in the past. While it has been an empty threat recently, it still needs to be considered.

1 min read
Industry News

‘Burrito Scarfer’ CFP Board Ads Weren’t Meant for Advisors (Or, Even Adults)

Photo via Connor Lin / The Daily Upside

A new CFP Board ad campaign targeting college students and high schoolers missed the mark among members. That might be the point.

2 min read
Practice Management

Wall Street Pay Falls Further From Pandemic Highs

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The average New York City securities salary dropped 5.2% in 2023, mostly due to smaller bonuses, marking a drop from the pandemic highs.

1 min read
ETFs

Active ETFs Surge Among Advisors

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Roughly 30% of portfolios had exposure to active ETFs in the second quarter, up from just 13% in 2022, Fidelity reported.

1 min read
Industry News

Sinking Fees Are Creating ‘Leaky Boats’ for Asset Managers

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Roughly $180 billion in assets flowed out of more expensive equity funds in the first half of the year.

1 min read

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