The Daily Upside

Advisor Upside

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

Jamie Dimon Clears Bitcoin for JPMorgan Clients: ‘I Defend Your Right to Smoke’

Photo by Jakub Zerdzicki via Pexels

2 min read
Schwab Dangles a Consulting Service for Indy Advisors

Photo by Mike Mozart via CC BY 2.0

2 min read
Jason Hsu’s Fundamentals Avoid ‘Sex and Sizzle’ of Value Investing

Photo via Rayliant

3 min read

Markets

Weak Treasury Auction Sends Stocks Tumbling

Photo by Sealy J via CC BY-SA 4.0

After the auction, the yield on the 20-year note rose to 5.125%, the highest level since back in November 2023.

2 min read

CIO Upside

Microsoft Patent Weeds Out False Alarms in AI-Powered Cloud Security

Photo via U.S. Patent and Trademark Office

Though cloud demand is bursting, AI has a habit of making cybersecurity tricky.

1 min read

Advisor Upside

Why Big Brokerages Like UBS, Goldman and JPMorgan Are Ditching Their Robo-Advisors

Photo by Harry Shum via Pexels

A fundamental challenge for robo-advisors, at big brokerages and independent shops alike, has been the razor-thin margins.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo by Taylor Vick via Unsplash

Massive AI Infrastructure Investments Open Doorway to ‘Peripheral Discoveries’
Photo via Jeff Chiu / AP

Big Tech Conferences Highlight Commitment to Agentic AI
Photo by Getty Images via Unsplash

AI May Never Completely Conquer Hallucination, Bias
Photo by Getty Images via Unsplash

Combating Cyber-Espionage Requires Enterprises to Keep Their Eyes on the Endgame

Consumer

Global Jetsetters Ditch ‘Party in the USA’

Photo by Clément Dellandrea via Unsplash

Travelers are expected to spend $12.5 billion less on trips to the US this year, while the rest of the world is about to see a tourism boost.

2 min read

Photo by AirportExpert via CC0 1.0

Technology

Cable Giants Charter and Cox Swipe Right on Each Other

Cable giants Charter and Cox are set to merge in an effort to fend off erosion to internet business thanks to wireless competition.

2 min read
Photo by Alex Shuper via Unsplash

ETF Upside

Why IBIT’s Spooked By Quantum Computing

The world’s leading asset manager says the cryptography underlying Bitcoin could be compromised by quantum hackers.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Prostock-Studio and Bee32 via iStock

Investments

Glass Lewis, ISS Grapple With Renewed Risk to Influencer Status

ISS, Glass Lewis face criticism from an oil giant engaged in a bitter proxy fight just as Congress renews scrutiny of advisory firms.

6 min read

Sign Up for The Daily Upside to Unlock This Article

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