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Advisor Upside

Money Markets Are Still Having a Moment

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Retail investors have poured more than $3 trillion into money market funds amidst market uncertainty and falling bond yields.

2 min read

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Advisor Upside

Behind Goldman’s $2.3B Deal for NEOS Investments

Asset managers are becoming increasingly determined to bring options-based strategies to the masses.

2 min read
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Advisor Upside

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

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
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Advisor Upside

Prenups Are on the Rise: Here’s How to Talk About Them With Clients

With more than half of married or engaged couples under 45 signing prenups, advisors can help clients start their marriage on solid financial footing.

2 min read

Advisor Upside

How Advisors Plan on Exposing Clients to SpaceX

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Everyone wants a piece of the action. What’s the best way to invest in the Elon Musk-led company?

2 min read

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Advisor Upside

SEC Isn’t Ready to Bet on Prediction Market ETFs Just Yet

The agency has delayed dozens of filings and is currently seeking public comment.

2 min read
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ETF Upside

Some ESG Funds Are Booming. That’s Not the Whole Picture

While some clean energy products have outperformed this year, it’s not all sunshine and daisies for ESG.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Mikolajn and Feedough and via iStock

Advisor Upside

Why Advisors Are Doubling Down on Munis, High-Quality Bonds Right Now

Financial professionals are recommending staying in high quality products to help ride out any potential volatility.

4 min read

Advisor Upside

JPMorgan Topples Dimensional for Active ETF Crown

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The firm now manages just $2 billion more than Dimensional in active ETF assets.

2 min read

Advisor Upside

Advisors Rethink Cash Ahead of Rate Cuts

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

Advisors are taking a variety of approaches in fixed income, stocks and alternatives.

4 min read

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