The Daily Upside

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

Can Advisors Do More to Combat Elder Financial Abuse?

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2 min read
Average RIA Deal Size Surges to $1.2 Billion in Early ’26

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1 min read
Americans’ Confidence in a Comfortable Retirement Is Waning, New Report Shows

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2 min read

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Banking

Credit Card Startup Mission Lane Charges into Fintech’s Bank Charter Race

Mission Lane is following the path of several other fintechs looking to obtain a more traditional Wall Street spot.

1 min read
Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

Healthcare

Eli Lilly Invests Weight-Loss Windfall in Next-Gen Cancer Treatment

Kelonia is developing a next-gen blood cancer treatment that’ll reprogram T-cells to help patients’ immune systems fight cancer.

2 min read
Photo via JOHN ANGELILLO/UPI/Newscom

Markets

Blowout Earnings Reports Give Wall Street Reason to Believe the Bull Case

The S&P 500 ticked down 0.24% on Monday, snapping a 14-day winning streak that pushed the market to a record close on Friday.

2 min read

ETF Upside

Calamos Extends Autocallable Line Into Growth

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The company’s third autocallable ETF has a “memory” feature for notes that don’t pay out in years with down markets.

2 min read

Energy

Sweating It Out: Data Centers Plus Summer Heat Raises Power Bills, Blackout Risk

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

The US electrical grid isn’t ready for the double whammy of peak air conditioner usage and peak data center power needs. What happens now?

4 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Finance

Charles Schwab Chases Gen Z Crowd into Crypto

Photo via Jimin Kim/ZUMAPRESS/Newscom

Gen Z started investing earlier than other generations and is more likely to pour money into alternative assets, particularly crypto.

2 min read

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