The Daily Upside

Advisor Upside

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

Data Centers Are the Wizards of Alts. Here’s What’s Behind the Curtain

Photo by Zyanya Citlalli via Unsplash

2 min read
Alts Are Here. Now, It’s Time to Diversify

Photo by Jakub Kapusnak via Unsplash

2 min read
Valuation Questions Abound As Private Assets Enter 401(k)s

Photo by Towfiqu Barbhuiya via Pexels

2 min read

Photo illustration by Connor Lin / The Daily Upside

Inflation & Prices

Spiking Diesel Costs Drive Growing Number of American Family Farms to Bankrutpcy

America’s family farms, besieged by low crop prices and high interest rates, face financial ruin under the added strain of the US-Iran war.

6 min read
Photo by PeopleImages via iStock

Retirement Upside

Does Having Kids Actually Make Retirement Less Scary?

Childless Americans are more worried about life after work than parents.

2 min read
Photo by Randy Fath via Unsplash

Industrials

Deere Gets Rolling as AI Buildout Fuels Construction Sales Boom

Deere’s industry outlook forecasts large agriculture equipment volumes may fall 20% this year, while construction equipment demand grows.

1 min read

Cryptocurrency

Bitcoin Bears Get Short-Squeezed by Rebounding Crypto Optimism

Photo via Moe Zoyari/Sipa USA/Newscom

A comeback that squeezes out short sellers could make investors less likely to doubt the digital asset going forward.

2 min read

Photo via Michele Eve Sandberg/Sipa USA/Newscom

Consumer

For Walmart Investors, Sagging Same-Store Sales Growth Overshadows Bottom-Line Beat

2 min read
Photo by Jacob Wackerhausen via Unsplash

Retirement Upside

The Insurance Conversations Younger Clients Need to Have

Financial conversations often focus on accumulation, but protection also matters in a holistic plan.

2 min read
Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

Advisor Upside

What’s Behind the SEC’s New Crypto Proposal?

The rules aim to provide a clear framework for certain investment contracts involving crypto assets.

1 min read
Photo via Income Lab

Retirement Upside

The AI-Powered Income Planning Revolution Has Arrived

The financial planning tools advisors rely on are evolving from recommendation engines to direct advice enablement, which could help both advisors and their clients.

4 min read
Photo by Curated Lifestyle via Unsplash

Advisor Upside

How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

A quarter of Gen Z said they view sports betting as part of their long-term plan, and more than half have reallocated funds meant for investments into sports bets.

2 min read
Photo via Imagine China/Newscom

Artificial Intelligence

Just How Useful Are Human-Looking Robots? Very, Unitree Robotics Investors Hope

Shares of the Chinese robotics company skyrocketed 460% when it debuted on Shanghai’s STAR market on Wednesday.

1 min read

Big Tech

Amazon Aims to Spread Drone Delivery Fleet Across America

Photo via Jefferee Woo/ZUMA Press/Newscom

Hundreds of thousands of drone deliveries have already been completed so far this year, well up from years past, Amazon said Wednesday.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Astrid Schaffner via Unsplash

New ETF Issuers Are Chipping Away at BlackRock, Vanguard, State Street Dominance
Photo via Image of Sport/Newscom

Issuers Have Launched Over 500 Options-Based ETFs Since 2024
Photo by Getty Images via Unsplash

Leveraged ETF Craze Turns Its Sights to Other Funds
Photo via Kyodo/Newscom

The ETF Searching for Alpha Without the Male

Social Media

Upvoted Into S&P 500, Is Reddit Getting Ratioed?

Photo via John Angelillo/UPI/Newscom

As companies tried to make their AI chatbots sound more human, Reddit posts have become a blueprint for the human experience.

2 min read

Photo via Marco DestefanisIPA/Sipa USA/Newscom

Banking

Goldman Targets Asset Management Growth With $410M Deal for ‘Hands-Off’ Real Estate Firm

It’s the second deal Goldman has struck in a week focused on pushing the boundaries of its gargantuan asset-management unit.

2 min read
Photo via Li Yuanqing / Xinhua News Agency/Newscom

Economics

Bond Market Drives Long-Term Treasury Yields to 19-Year High, Shrugging Off Hesitant Fed

Bond investors are demanding higher yields, essentially raising the cost of borrowing no matter what the Fed decides to do in September.

2 min read
Photo by Mike Mozart via CC BY 2.0

Advisor Upside

Schwab on the Hunt for Long-Short Strategies Director

2 min read

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