The Daily Upside

Advisor Upside

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

What Advisors Can Learn from the NBA Finals

Photo via Wu Xiaoling/Xinhua News Agency/Newscom

3 min read
What the SEC’s Scrapping of Biden-Era Proposals Means for Advisors

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

1 min read
Wells Fargo’s Hot on Energy, Financials. Not so Much on Consumers

Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

2 min read

Energy

Oil Prices Spike as Israel-Iran Conflict Threatens Production, Shipping

Photo via James Thew/Newscom

With no immediate end in sight, analysts are weighing multiple possibilities that could affect prices down the line.

2 min read

Photo via SYSPEO/SIPA/Newscom

Artificial Intelligence

Musk’s xAI Holds Talks for Another Massive Fundraising Round

To catch up in the AI race, Elon Musk’s xAI is going to have to burn some proverbial rubber — and lots and lots of literal cash.

1 min read
Photo via Andy Dean/Newscom

Media & Entertainment

Proposed Crackdown on Pharma Ads Leaves Cable TV Fearing $10B Withdrawal

The US and New Zealand are the only two countries that allow pharmaceutical companies to directly advertise to patients on TV.

2 min read
Photo via Richard B. Levine/Newscom

ETF Upside

BlackRock Dumps 14 Funds, Many Being Sustainable Products

The asset manager disclosed that it will close and liquidate the mutual funds and ETFs, including the BlackRock Impact Mortgage Fund.

2 min read

ETF Upside

What the Israel-Iran Conflict Means for Sector ETFs

Photo by Matthew Henry via Unsplash

ETFs with exposure to shipping and defense have largely held strong despite a series of Israeli missile strikes against Iran.

2 min read

Photo by Alvaro Fernandez Echeverria via iStock

ETF Upside

Fidelity, Franklin Prep Solana ETFs with Staking

The SEC has warmed up to crypto ETFs and staking, but whether it will approve both in the same package is a question.

1 min read
Photo by CardMapr.nl via Unsplash

Personal Finance

AmEx Platinum, Chase Sapphire Reserve Battle for Points in Upgrade Grudge Match

The two cards both have steep annual fees that put them in direct competition for a spot in consumers’ wallets.

1 min read
Photo via Cover Images/ZUMAPRESS/Newscom

Industrials

At Paris Air Show, eVTOL Industry Preps for Takeoff

For key US eVTOL players Joby Aviation and Archer Aviation, the Paris Air Show comes at a critical moment.

2 min read
Photo via Kyodonews/ZUMAPRESS/Newscom

International Economics

US Flexes Golden Share in Nippon Merger With US Steel

The deal is the Trump administration’s attempt to stake out a new path for balancing national security and the influx of foreign capital.

2 min read
Photo by Anna Shvets via Pexels

Advisor Upside

Millennial Women Are Investing More Money Earlier, Says Schwab

Schwab’s Women Investors Survey showed Millennials invested the most — and were the most likely to enjoy it.

2 min read
Photo via Spencer Jones/Plexi Images/GHI/Universal Images Group/Newscom

Finance

BlackRock’s Virtual Investment Analyst ‘Asimov’ Ushers in AI Era on Wall Street

BlackRock rolled out an AI research platform called Asimov, escalating the intelligence and analysis arms race on Wall Street.

1 min read

Technology

Can Blue Origin Fill NASA’s SpaceX Void?

Photo via Cover Images/ZUMAPRESS/Newscom

NASA is looking to decrease its dependency on key contractor SpaceX, but Jeff Bezos’s Blue Origin is going nowhere at exactly the wrong time.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo via U.S. Patent and Trademark Office

Oracle Patent Keeps Large Language Models From Spilling Secrets
Photo by Katrin Bolovtsova via Pexels

Hallucinations Create Complications When AI Goes to Court
Photo by Cottonbro Studio via Pexels

Struggling to Navigate Thorny AI Contracts? Question Everything
Tom Zehren, CEO of Info-Tech. Photo via Info-Tech Research Group.

Does Agentic AI Have Staying Power?

ETF Upside

Single-Stock ETF Market Swells With Firehose of New Products

Photo by Getty Images via Unsplash

Dozens of single-stock ETFs using leverage have recently been filed with the Securities and Exchange Commission.

2 min read

Photo via Mark Black/ZUMA Press/Newscom

ETF Upside

Invesco Hires Crypto Product Leader from JPMorgan

The firm, which offers six digital assets ETFs, announced a new global product leadership team earlier this year.

1 min read
Photo by Francescoch via iStock

Advisor Upside

Follow the Flows: Why Some Legacy Mutual Fund Firms Are Finally Exploring ETFs

Companies that were longtime holdouts on ETFs are expanding into the category, even as the SEC contemplates approval of dual share classes.

5 min read
Jake Loosararian, CEO of Gecko Robotics. Photo by World Economic Forum via CC BY-NC-SA 2.0

Artificial Intelligence

Gecko’s AI Robots Represent the ‘Boring’ Future of Bots

More than 70% of the $2.3 billion raised by robotics companies in Q1 2025 was directed towards task-centric tech like Gecko’s.

1 min read

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