The Daily Upside

Advisor Upside

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

AI May Not Replace Advisors, But It Is Raising Expectations

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2 min read
Clients Could Spend $185,500 on Healthcare in Retirement. Don’t Panic

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2 min read
Why PE’s Buying Spree Shows No Signs of Slowing

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2 min read

Big Tech

With Apple Back on Top, CEO Tim Cook Preps for Earnings Curtain Call

Photo via Kathy Hutchins / Hutchins Photo/Newscom

Shares of Apple have risen 26% this year, enough to help it retake the market cap throne from momentary usurper Nvidia earlier this month.

2 min read

ETF Upside

ETF Odyssey Continues as Issuers Sail Toward Another Record-Breaking Year

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Launches topped 850 in the US this year alone, with single-stock and AI funds leading the charge.

2 min read

Industrials

SpaceX Rival Rocket Lab Scores Record Contract in as Space Race Engines Roar

Photo via The Rocket Lab/ZUMA Press/Newscom

The $266 million Space Force deal covers at least 12 suborbital launches, with the first set for later this year.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by SpaceX via Unsplash

SpaceX Is Landing Inside ETFs. Some Might Surprise You
Photo by Don Jackson-Wyatt via Unsplash

Why Defense Spending Plays Extend Beyond Defense ETFs
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Think Twice Before Asking AI About Clients’ Estate Planning
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Why Income ETFs Are Having a Jerry Maguire Moment

Artificial Intelligence

OpenAI Models Going Rogue Fuels Debate on Cybersecurity

Photo via Graeme Sloan/Sipa USA/Newscom

The cryptocurrency market has lost half a trillion dollars in value since last Thursday, according to CoinGecko data.

1 min read

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