The Daily Upside

Advisor Upside

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

New Lending Platforms Help Advisors Close Competitive Gap With Banks

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2 min read
What Advisors Are Watching as the Iran War Escalates

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2 min read
Inside Carson Group’s $60B Growth Story and Its Big AI Bet

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2 min read

Technology

Wall Street Gets Bullish on Cybersecurity as Iranian Hackers Target US

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Four firms, Palo Alto, Okta, Cloudflare and Crowdstrike, stand out to analysts, and for reasons beyond geopolitics.

2 min read

Photo via Damon Butler

Advisor

The Multi-Trillion Dollar Shift: The Future of Active ETFs

6 min watch
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Advisor

The Private Markets Push: How AI Is Changing the Private Credit Landscape

2 min watch
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Advisor

The Future of Advice: What Will Separate AI Leaders from Laggards?

9 min watch

Industries

Farm Bill Providing Big Boost to Agri-Tech Gains Momentum in Congress

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While comprehensive farm bills are typically passed every five years, Congress hasn’t passed a comprehensive farm bill since 2018.

1 min read

Semiconductors

AI Super Bowl Brings Moment of Truth for Nvidia’s ‘Chip That Will Surprise the World’

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Can Nvidia respond to the rapid rise of agentic AI, which has its own hardware needs, relying heavily on the general computing power of CPUs.

2 min read

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ETF Upside

State Street Gives Asset-Backed Securities the Private Treatment

The firm’s latest public and private ETF goes beyond CLOs and includes mortgages, credit cards, auto loans and other debt.

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

Advisor Upside

Why Advisors Are Doubling Down on Munis, High-Quality Bonds Right Now

Financial professionals are recommending staying in high quality products to help ride out any potential volatility.

4 min read
Photo illustration by Connor Lin / The Daily Upside

Technology

Will MANGO Inherit Magnificent 7’s Market Dominance?

Change is the universal constant and even the Magnificent 7, being reshaped by AI upheaval, isn’t immune. Here’s what you should know.

4 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Fidelity Adds Models with a Taste of Private Markets
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Sequoia Fund to Be Transplanted into an ETF
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ETF Use by RIAs Keeps Climbing
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Roundhill Launches a Space ETF Into Orbit

Retirement Upside

Why Money Alone Can’t Guarantee a Happy Retirement

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A happy and healthy retirement requires more than money, and advisors should help clients find meaning in their golden years

2 min read

Photo via Illia Uriadnikov/Newscom

Retirement Upside

401(k) Withdrawals Are Rising. Here’s Why

Hardship withdrawals are considered last-resort financial decisions, so why are so many people making them?

2 min read
Photo via Dinendra Haria/ZUMA Press/Newscom

Consumer

Qatari Fund Cooks Up a Premium Papa Johns Bid

Papa Johns said last month it’ll close more than 300 stores by the end of next year, following declining sales over the past two years.

1 min read
Photo via Chen Mengtong/China News Service/VCG/Newscom

Inflation & Prices

Fed’s ‘Goldilocks’ Economic Strategy Disintegrating amid Hormuz Strikes

Markets are pricing in practically no chance of a rate cut when officials meet later this month, according to the CME Fedwatch.

2 min read

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