The Daily Upside

Advisor Upside

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

More Women are CFPs. Why Hasn’t Representation Budged?

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2 min read
When Business-Owning Clients Should Fire Their Kids

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2 min read
Advisors Grow Their Tech Stacks as Clients Demand More

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2 min read

Markets

How Much Longer Can Blue-Chip Companies Keep Up High Performance?

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Earnings per share for S&P 500 companies skyrocketed 53% from a year earlier in Q2 and sales jumped almost 16%, according to LSEG data.

2 min read

Energy

Chevron Targets $7B Investment in Venezuela

Photo via Humberto Matheus/Sipa USA/Newscom

As geopolitical risks interrupt traditional supply routes, it’s becoming more important to tap into areas with major reserves.

2 min read

Retirement Upside

Nvidia Raises Bet on Open-Source AI With $13B Hugging Face Deal

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“Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty,” Nvidia CEO Jensen Huang said.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Will Hourly Resets Seriously Spice Up Leveraged ETFs?
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Biotech Is Popping. No One Seems to Care.
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Why Issuers Are Betting on the AI Trade Going Global
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Index Funds Celebrate Their 50th Birthday

Advisor Upside

Goals Are the New Blueprint for Portfolio Construction

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Two portfolio approaches — asset-focused and outcome-oriented — can overlap. But the latter puts the individual client’s goals at the center of the process.

1 min read

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