The Daily Upside

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

Ritholtz Wealth Files for First ETF

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1 min read
Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients

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2 min read
April Introduces AI-Powered Tax Planning, Prep for Advisors

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2 min read

Technology

Salesforce Earnings Highlight Critical Choices Facing Legacy Software Firms

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Salesforce has tapped Anthropic’s Claude to boost Agentforce, its AI tool that surpassed $800 million in sales in the fourth quarter.

2 min read

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Semiconductors

Who Will End Up Paying for Nvidia’s Boom?

Nvidia’s performance underlines the key questions facing seemingly the entire stock market right now, both inside and outside the AI trade.

2 min read
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Real Estate

US Housing Market Doesn’t Have Much ‘Tailwind’: Lowe’s CEO

The value of single-family US homes increased at the slowest rate in 14 years in December, according to the S&P Cotality Case-Shiller Index.

2 min read
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Investing Strategies

What’s Driving Bitcoin’s Slump?

Institutions have traditionally been wary of the digital currency, but some are holding on to bitcoin ETFs.

2 min read

ETF Upside

Leverage Is Almost Everything for These ETF Issuers

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The massive category of ETFs is snowballing, as firms seek approval for more leveraged funds, including some focused on pre-IPO companies.

2 min read

Advisor Upside

Clients’ Medicare Costs Set to Soar in 2026

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Out-of-pocket care expenses for a healthy couple are near $1 million, and federal policy proposals could soon make matters worse.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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SEC Pushes Back Fund Reporting Requirements
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BlackRock Doubles Down on Ethereum With Latest Staked ETF Filing
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Vegan ETF Issuer Preps an International Flavor
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‘Clean’ Company Index Trounced Peers Over Past Decade

Media & Entertainment

Roku Is Quietly Becoming a Media Power Player

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In its fourth-quarter earnings call last week, Roku announced its platform revenue grew 18% year-over-year to reach $1.2 billion.

2 min read

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Hedge Funds

Point72 Tops Citadel and Millennium Returns as Multi-Strategy Funds Soar

Global hedge fund industry capital in 2025 ended the year at a record $5.15 trillion, according to data from Hedge Fund Research.

2 min read
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International Economics

Trump Deploys New Tariff Tactics After Supreme Court Rejects Emergency Levies

Up to $175 billion of illegally collected tariffs could now be eligible for rebates, economists at Penn Wharton estimate.

2 min read
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Advisor Upside

Advisors Muscle Up Client Portfolios as Dollar Weakens

The US dollar has lost 10% of its relative value over the past year, presenting risks and opportunities.

4 min read

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