The Daily Upside

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

SEC Isn’t Ready to Bet on Prediction Market ETFs Just Yet

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2 min read
Addepar CEO Eric Poirier on AI, Alts and the ‘Eternal Optimist’

Photo via Addepar

5 min read
Industry Conferences May Be Getting Smaller. That’s the Point

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2 min read

Artificial Intelligence

SoftBank’s ‘Go Big or Go Home’ AI Bets Fire Up Markets as IPOs Near

Photo via umiyasu Nakatsuji/Jiji Press/Newscom

SoftBank is one of OpenAI’s top shareholders, having built up a $64.6 billion, 13% stake in the ChatGPT maker.

2 min read

Autos

Stellantis’s Ambitious Overhaul Overshadowed by Ford’s Burst of Energy

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Stellantis’s $69.6 billion revival plan includes nine North American models priced under $40,000 and refreshes of a dozen others.

2 min read

Consumer

Walmart Rattles Investors with Slowing Sales-Growth Forecast

Photo via Qiu Chen / Xinhua News Agency/Newscom

Walmart earnings are the retail market equivalent of encyclicals from Rome. The company’s latest guidance warns of slowing growth.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Have We Been Looking at Active Performance All Wrong?
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How ETF Issuers Are Expanding Outside the US
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New Leveraged ETFs to Target AI, Semiconductor Manufacturing
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Inflation Is Heating Up. So Are These TIPS Funds

Advisor Upside

Envestnet, Orion Partnerships Add New Advisor Tools to Competing TAMPs

Photo via Rafael Henrique/ZUMA Press/Newscom

Announcements by two of the leading turnkey asset management platforms this week are clear moves towards open-architecture systems.

1 min read

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