The Daily Upside

Advisor Upside

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

Robinhood, TradePMR Join Growing Referral Space

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1 min read
Why FINRA Might Overhaul Its Arbitration System

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2 min read
AI Will Eliminate Wealth Management Jobs. That May Be a Good Thing

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3 min read

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Media & Entertainment

Sony Doubles Down on PlayStation 5 Even as Console Costs Level Up

The cost of producing gaming consoles on the up, but Sony is doubling down on its PlayStation 5 and reportedly pulling titles away from PCs.

2 min read
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Cryptocurrency

Crypto Bounces Back, Spurring Hopes Coin Has Found Stable Price Floor

Inflows are pouring into cryptocurrency after a prolonged selloff, as Washington welcomes crypto firm Kraken to the Fed’s payment networks.

2 min read
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Energy

Blockaded Gulf Oil Stockpiles Turbocharge Crude Prices

Oil production in the Middle East may fall dramatically if the Iran conflict traps stockpiles from being shipped out of the region.

2 min read

ETF Upside

ETFs Highlight Market Turmoil of Iran Conflict

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Broad-market index funds were nearly flat Monday, while gold and defense ETFs were up. All that changed a day later.

2 min read

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ETF Upside

Why This SpaceX-Focused ETF Is Pushing the SEC’s Limits

XOVR has three times more assets in the aerospace tech company than what the SEC typically allows.

2 min read
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Energy

Energy Market Disruption From Iran Conflict Flows into Gas Pumps

Oil prices are surging as Iran’s counterattacks on the US and Israel curbed shipments through the Strait of Hormuz.

2 min read
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Consumer

Wall Street Buys into Target’s Turnaround Plan

Shares in stagnant retailer Target surged as executives pitched investors on a turnaround plan that includes $5 billion in capital spending.

2 min read
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Technology

Apple’s Product Revamp Shows Fruit of AI Comeback Strategy

Apple, which has trailed tech rivals like Meta, Amazon and Alphabet in AI, is trying for a comeback with its latest product revamp.

2 min read
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ETF Upside

Why State Street’s PRIV Quintupled in Assets in a Single Day

PRIV was a standout performer in 2025. Investors may have taken note.

1 min read
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Advisor Upside

Why Advisors Can’t Ignore the Balance Sheet

We obsess over picking the right stocks, but routinely ignore the broader economic reality.

3 min read

Advisor Upside

Texas Stock Exchange Gores NYSE, Nasdaq with New Ad Campaign

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2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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BlackRock Ramps Up Risk in Its Target-Date Funds
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Dozens of Issuers Win Dual Share Class Approval. Rolling Them Out Won’t Be as Easy
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Wedbush Expands IVES Franchise With New Autocallable ETF
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Leverage Is Almost Everything for These ETF Issuers

Markets

Iran War Turns Middle Eastern Tourist Hot Spots into Strike Zones

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Shares in travel firms are plummeting as Iranian counter-attacks on the US and Israel target vacation spots such as Dubai and Abu Dhabi.

2 min read

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