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

Fidelity Joins BlackRock, Vanguard in Offering Annuities in 401(k) Plans

Photo by Hapabapa via iStock

2 min read
Retiring Advisors Push M&A Deals to $2.5T

Photo by Getty Images via Unsplash

2 min read
Secondary Market for Life Insurance Merits Second Look From Advisors

Photo by Curated Lifestyle via Unsplash

2 min read

Media & Entertainment

Advertising Confronts AI-xistential Crisis

Martin Sorrell, founder of S4 Capital. Photo via Rita Franca/ZUMAPRESS/Newscom.

Advertising companies are scrambling to make changes as their businesses get hammered by advances in artificial intelligence.

2 min read

ETF Upside

Vanguard Dethrones BlackRock as America’s ‘Definitive King’ of ETFs

Photo via Budrul Chukrut/ZUMAPRESS/Newscom

The issuer’s popular S&P 500-tracking fund also recently made history by amassing $1 trillion in assets.

2 min read

Photo by Curated Lifestyle via Unsplash

ETF Upside

Behind the TMX Deal to Buy RAFI Indices From Research Affiliates

The acquisition adds some 90 indices to VettaFi’s roster and more than triples the firm’s indexed assets.

1 min read
Photo via Doroni

Autos

Why European, Especially German, Automakers are Going on Defense, Literally

With the German car industry mired in structural disarray, the pivot to the thriving defense sector has fast become a sign of the times.

2 min read
Photo via Sports Press Photo/Curtis Wong / SPP/Sipa USA/Newscom

Media & Entertainment

Amid World Cup Mania, FanDuel Parent Drops Dual Listing

Flutter told Barron’s last week that it expects to manage 100,000 bets per minute at peak times during the World Cup.

2 min read
Photo via Daniel Torok/White House/Newscom

Economics

Wall Street Is Preparing for Kevin Warsh’s First FOMC Meeting as Head of the Fed

2 min read
Photo by Markus Winkler via Unsplash

ETF Upside

Schwab Follows Vanguard With Fee Cuts on 4 ETFs

The reductions aren’t raising stakes in the never-ending game of fee poker between asset managers. Rather, Schwab is calling their bets and refusing to fold.

1 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Tohamina/Freepik, Rodworks/iStock, and Banphote Kamolsanei/iStock

Advisor Upside

Diversification Is Better than a Free

Owning a broad basket of investments may be the only way to reduce a portfolio’s risk, without simultaneously reducing its expected returns.

3 min read

Economics

Can Kevin Warsh Tame the Fed’s $6.7 Trillion Balance Sheet?

Photo illustration by Connor Lin / The Daily Upside, Photos by AdMedia/SIPA and IMAGO/Zoonar/Marco Brivio via Newscom

4 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo via Fumiyasu Nakatsuji/Jiji Press/Newscom

Big Tech’s AGI Dreams Overshadowed by Smaller, In-Demand AI Advances
Photo via SweetBunFactory

How AI-Powered Robotics Face Obstacles in Real-World Scenarios
Photo via U.S. Patent and Trademark Office

Wells Fargo Patent Highlights Fatal Flaw in Deepfake Detection Models
Photo via U.S. Patent and Trademark Office

Oracle Patent May Cut Latency in Edge Computing

Finance

SpaceX Draws Hordes of Investors, Some Unlikely or Unknowing

Photo via World Economic Forum / Avalon/Newscom

SpaceX is expected to set aside 20% of its shares for retail buyers who’ve placed bids for more than $100 billion worth of shares.

2 min read

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