The Daily Upside

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

What Happens When Private Markets Get Opened Up to the Masses?

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2 min read
Selling a Firm? Here’s How To Boost Valuations

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2 min read
These Are the Best AI Prospecting Tools for Advisors

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2 min read

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Indicators

Private Employers Add 42,000 Jobs, Marking First Net Gain Since Summer

Overall employment was likely roughly flat in October due to layoffs in the federal government amid the longest shutdown in history.

1 min read
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Consumer

Lovin’ It: Snack Wraps Bring Smiles Back to McDonald’s Investors (and Customers)

McDonald’s and other restaurants started rolling out value meals last year to keep orders coming despite economic pressures

2 min read
Photo via Sue Dorfman/ZUMAPRESS/Newscom

Economics

Supreme Court Questions White House Rationale for Tariff Regime

The Supreme Court agreed to fast track this case, meaning a ruling could be handed down before the end of the year.

2 min read

CIO Upside

Microsoft Wants to Strengthen Clinical AI

Photo via U.S. Patent and Trademark Office

Microsoft wants to patent a system that thinks, acts and checks its results while handling patient data and working within hospital systems.

1 min read

Finance

Unease About Warren Buffett’s Retirement Overshadows Berkshire Earnings Beat

Photo via Lu Beifeng/VCG/Newscom

For the 12th consecutive quarter, Berkshire Hathaway was a net seller of stocks, offloading $6 billion worth.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Active ETFs Keep Coming. Selling Them Is Another Story
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Why Emerging Markets ETFs Are Shying Away From China
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What a Tech-Fueled Takeover of Janus Henderson Might Mean
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Latest 351 Exchange Trick? A $150,000 Minimum

CIO Upside

Entering the Agentic Age

Photo via ServiceNow

Amit Zavery, COO of ServiceNow, talks about the company’s investment in agentic AI, roadblocks to agent adoption and why agents need people.

5 min read

Photo via Gage Skidmore/ZUMAPRESS/Newscom

Technology

Stock-Split Speculation Looms over Surveillance Tech Firm Palantir’s Earnings

The company has been one of the top beneficiaries of Trump administration policies, with US revenue climbing 68% year-over-year in Q2.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by AltoClassic via iStock and Freepik

Economics

Thawing Housing Market Not Yet Liquid Enough to Jump-Start Sales

Rejuvenating frozen US housing sales will require a strong job market and mortgage rates low enough to pique sellers’ interest in new homes.

4 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Pictac via iStock

Advisor Upside

Worried About Record Stock Market Concentration? Us, Too

The 10 most valuable US companies had a market capitalization of nearly $24.4 trillion as of October

4 min read

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