The Daily Upside

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

Morningstar’s CEO Kunal Kapoor on Private Assets and ‘Extracting Gold’

Photo via Morningstar

3 min read
Succession Planning Vacuum Risks Alienating RIA Clients, Next-Gen Leaders

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2 min read
Family Offices Explore Private Credit as Private Equity Returns Stall

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1 min read

Real Estate

What Does Mamdani’s Primary Win Mean for New York Real Estate?

Photo by Stephen McFadden via Unsplash

To say housing is the defining issue in current New York City politics is likely a massive understatement.

2 min read

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Social Media

Bumble Swipes Left on a Third of Its Workforce

Bumble and Match both reported annual declines in revenue and the number of paying daters using their apps in 2025’s first quarter

1 min read
Photo via Karol Serewis/ZUMAPRESS/Newscom

Energy

Shell Dismisses BP Takeover Talks as Mere ‘Speculation’

A megamerger of this sort would vault Shell’s market cap closer to ExxonMobil’s $468 billion and likely beyond Chevron’s $248 billion.

2 min read
Photo via ANNABELLE GORDON/UPI/Newscom

Economics

Jerome Powell is Finally Getting Specific

Simply put, Powell says he needs to wait and see June and July price data to know just how impactful and inflationary tariffs have been.

3 min read

CIO Upside

Is Meta Chasing a Superintelligence Pipe Dream?

Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

The risks may be greater than the payoff.

2 min read

Photo via Cfoto/ZUMAPRESS/Newscom

Healthcare

AstraZeneca and Daiichi Sankyo Treatment Wins First of Its Kind FDA Blessing to Treat Lung Cancer

Like many other major pharmaceutical companies, AstraZeneca is facing a series of patent cliffs for key treatments in its portfoilio.

2 min read
Photo via Dave Cullen/EEm/SIPA USA/SportPix/Sipa USA/Newscom

Industries

Carnival Cruises Past Market Expectations in Boon for Shares

The choppy waters predicted for the cruise industry this year were based on the very real risks of trade wars and real wars.

2 min read
Photo by Yunus Tuğ via Unsplash

ETF Upside

An ETF for the Buy Now, Pay Later Market

The buy now, pay later business has a stigma that could hold back a proposed ETF focused on the market, one observer noted.

2 min read
Photo via imageBROKER/Jim West/Newscom

Advisor Upside

Social Security Insolvency Looming Closer Than Expected

The Social Security trust funds will only be able to pay out 77% of benefits by 2034, a new report from the administration found.

2 min read
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ETF Upside

The Rise of the Buffer ETF

Assets under management in defined outcome ETFs are expected to top $650 billion by 2030, according to BlackRock data.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

How the CFP Board Is Leading the Charge on AI

The nonprofit certification body has formed a working group to address the challenges and opportunities of AI for advisors.

2 min read

International Economics

Markets Stay Relatively Calm as Fragile Ceasefire Deal Follows Missile Strikes

Photo via Christian Charisius/dpa/picture-alliance/Newscom

While the headlines screamed conflict, maneuvers by the US on Monday signaled to markets that the prevailing mood was one of compromise.

2 min read

Photo via Kris Tripplaar/Sipa USA/Newscom

Blockchain

Fiserv Connecting Thousands of Banks to Crypto with New Stablecoin Platform

Financial institutions are racing to get into stablecoins as the Genius Act makes its way toward POTUS Trump’s desk.

2 min read
Photo via Abaca Press/Blondet Eliot/Abaca/Sipa USA/Newscom

Healthcare

Novo Nordisk Backs Away From Hims & Hers Partnership

Novo and Hims’ April team-up turned the two firms from competitors into collaborators at just the right moment.

2 min read
Photo by Graham Mansfield via Unsplash

ETF Upside

Active Strategies Are Coming for Model Portfolios

Asset managers said active strategies are among their top choices for new products, per Morningstar.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo by Getty Images via Unsplash

Location Bias: Why AI Data Centers Are Clustered in the North
Photo via U.S. Patent and Trademark Office

Amazon Patent May Stabilize Quantum Computers
Photo via Salesforce

Increasing Your Enterprise’s ‘Adaptability Quotient’
Photo by AndreyPopov via iStock

Finance Departments Struggle to Balance AI Adoption Risks With Rewards

ETF Upside

Vanguard Changes Leadership on 44 Funds, Including World’s Largest

Photo via Rafael Henrique/SOPA Images/Si/Newscom

Most of the affected Vanguard index mutual funds and ETFs have co-managers, but several are now operating under single portfolio managers.

1 min read

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