The Daily Upside

Advisor Upside

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

Now That TXSE Is Open, Can It Compete with NYSE, Nasdaq?

Photo by Perry Merrity II via Unsplash

2 min read
Vanguard, Envestnet Team Up to Curb Tax Risks on Model Portfolio Conversions

Photo via Rafael Henrique/ZUMA Press/Newscom

2 min read
Student Loan Changes Rewrite College Planning Playbook

Photo by Element5 Digital via Unsplash

2 min read

Artificial Intelligence

Will Apple’s Lawsuit Crush OpenAI’s Smartphone Dreams?

Photo via Jens Schicke/picture alliance / SZ Photo/Newscom

Apple is accusing the ChatGPT developer of stealing trade secrets and hardware designs to bolster its development of an AI-fueled smartphone.

2 min read

Artificial Intelligence

Alibaba Surges as Cheaper AI Undermines US Dominance

Photo via Cfoto/ZUMAPRESS/Newscom

Alibaba’s applying a uniquely Chinese playbook in its efforts to win the world’s AI-ttention, and its flagship model is now number one.

2 min read

Photo via Lindsey Nicholson/UCG/Universal Images Group/Newscom

Banking

Bank Earnings Bonanza Offers Top-to-Bottom Review of US Economy

Five of the six largest US banks will report their second-quarter earnings tomorrow in Wall Street’s very own Super Tuesday.

2 min read
Photo via Allison Robbert – Pool via CNP/ZUMAPRESS/Newscom

ETF Upside

No SpaceX, No Tesla? No Problem for These ‘Ex-Elon’ ETFs

2 min read
Advisor Upside

10 Signs Your Client Is About to Make a Bad Investment

It’s not just the novices. Even sophisticated, accredited investors can fall prey to these traps.

4 min read
Photo by Franck V. via Unsplash

ETF Upside

New Memory ETFs Look to Cache In on DRAM’s Historic Success

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Shaina Benhiyoun, Weston Hancock, Erica Denhoff, IMAGO/JOERAN STEINSIEK, and Kenya Sumiyoshi via Newscom

Media & Entertainment

Major League Soccer Snatches Victory From World Cup Despite US Team’s Loss

The US men’s national soccer team’s World Cup performance is likely to have significant impact on broadcasters and high-flying investors.

6 min read
Photo by Ales Krivec via Unsplash

ETF Upside

What’s Behind a Rare Week in the Red for ETF Flows

2 min read

Retirement Upside

The Medicare Myths Costing Retirees Thousands

Photo by Getty Images via Unsplash

They can result in many thousands of dollars in excess costs and even jeopardize access to care in the worst cases.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Ca2hill via iStock

Why State Street’s SPYM Is Treasury’s Top Choice for Trump Accounts
Photo by Daniel Bernard via Unsplash

SK Hynix IPO Drives Latest Round of Single-Stock Filings
Photo by Suoerix via Unsplash

Semiconductors Power 2026’s Top ETF Performers
Photo by ablokhin via iStock

SEC’s Interest in Novel ETFs Could Become a ‘Reality Check’

Retirement Upside

Trump Accounts May Create Millionaire Gen-Beta Retirees

Photo by Curated Lifestyle via Unsplash

Wealthy families who can contribute the maximum allowance have the biggest opportunity, but children of lower-income families also stand to benefit.

2 min read

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