The Daily Upside

Advisor Upside

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

What Does the Fed’s Rate Cut Mean for Clients?

Jerome Powell, Chair of the Federal Reserve. Photo by Federal Reserve Board of Governors via PDM 1.0.

2 min read
Advisors and Clients Just Don’t See Eye-to-Eye on the Economy

Photo via Connor Lin / The Daily Upside

1 min read
How Next-Gen Advisors Are Breaking Into the Industry

From left: Nana Kojo Kesseh, Seyi Olabanji, Dre Watson at the 2025 African American Financial Advisors Association conference in Washington DC.

1 min read

Markets

Small-Cap Russell 2000 Shakes Off Four-Year Funk on Rate Cut

Photo via JOHN ANGELILLO/UPI/Newscom

The hope for the S&P 500’s small-cap cousin after the Fed’s rate cut tells an important story about the broader economy.

2 min read

Big Tech

Alphabet Rides The AI Wave Over The $3 Trillion Mark

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

Alphabet is the newest member of the $3 trillion club, and it’s counting on rolling AI ambitions to take it higher.

2 min read

Advisor Upside

Rich Clients Want Lending. Merrill Lynch Is Ready for Them

Photo by JHVEPhoto via iStock

Merrill launched a new credit unit for high- and ultra-high net worth clients last week.

1 min read

CIO Upside

Empowering CIOs to drive innovation.

Heather Ceylan, CISO of Box. Photo via Box.

In Security, ‘There’s Two Sides to AI,’ Box CISO Says
Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

How OpenAI’s Partnership With Oracle Could Alter the AI Landscape
Photo via U.S. Patent and Trademark Office

Salesforce Patent Could Recycle AI Model Outputs
Photo via U.S. Patent and Trademark Office

IBM Patent Could Rein In Power-Hungry Data Centers

Finance

Can a Fed Rate Cut Boost the Magnificent Seven to New Heights?

Photo via M. Chang/ZUMAPRESS/Newscom

In a note last week, JPMorgan’s Andrew Tyler wrote that macro conditions could turn a widely-expected rate cut into a “sell the news” event.

2 min read

Photo by Getty Images via Unsplash

ETF Upside

How ETF Issuers Are Attracting ‘Kid-in-a-Candy-Store Money’

As new ETFs launch at breakneck speed, expensive products are raking in revenue.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Ljupco and PhonlamaiPhoto via iStock

Economics

Is Work-From-Home Still the New Normal For Corporate America?

The return-to-office orders have taken on new weight amid a softening labor market and broader economic anxiety.

6 min read
Photo by Getty Images via Unsplash

ETF Upside

Research Affiliates Has a New Feather in Its Cap-Weighted Line

The firm’s founder claims a new ETF using fundamentals beyond market-cap weighting to determine holdings is the next big thing.

2 min read

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