The Daily Upside

Advisor Upside

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

What’s Behind the SEC’s New Crypto Proposal?

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

1 min read
How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

Photo by Curated Lifestyle via Unsplash

2 min read
New Family Offices Prefer Direct Investing to Hedge Funds

Photo by Getty Images via Unsplash

1 min read

Healthcare

Moderna Soars as Vaccine-Drug Combo Slows Recurrence of Melanoma

Photo via Rod Lamkey – CNP/CNP / Polaris/Newscom

Shares in Moderna surged 177% on Wednesday after it said an experimental treatment showed signs of slowing the recurrence of skin cancer.

2 min read

ETF Upside

New ETF Issuers Are Chipping Away at BlackRock, Vanguard, State Street Dominance

Photo by Astrid Schaffner via Unsplash

The big three issuers still have a massive lead, but more newcomers are demanding attention.

2 min read

Photo via John Angelillo/UPI/Newscom

Social Media

Upvoted Into S&P 500, Is Reddit Getting Ratioed?

As companies tried to make their AI chatbots sound more human, Reddit posts have become a blueprint for the human experience.

2 min read
Photo via Marco DestefanisIPA/Sipa USA/Newscom

Banking

Goldman Targets Asset Management Growth With $410M Deal for ‘Hands-Off’ Real Estate Firm

It’s the second deal Goldman has struck in a week focused on pushing the boundaries of its gargantuan asset-management unit.

2 min read
Photo via Li Yuanqing / Xinhua News Agency/Newscom

Economics

Bond Market Drives Long-Term Treasury Yields to 19-Year High, Shrugging Off Hesitant Fed

Bond investors are demanding higher yields, essentially raising the cost of borrowing no matter what the Fed decides to do in September.

2 min read
Photo via Image of Sport/Newscom

ETF Upside

Issuers Have Launched Over 500 Options-Based ETFs Since 2024

The surge in new products has advisors questioning whether the market is evolving or simply overcrowded.

2 min read
Photo by Mike Mozart via CC BY 2.0

Advisor Upside

Schwab on the Hunt for Long-Short Strategies Director

2 min read
Photo via Vincent Isore/ZUMAPRESS/Newscom

Consumer

Nestle’s Protein-Packed Comeback Is AI-Tailored to GLP-1 Users

GLP-1 patients have cut their grocery budgets by 6%, amounting to $416 in annual shopping hauls per household, a one study.

1 min read

Advisor Upside

How AI Is Changing the Advisor Marketing Game

Photo by Kate Trysh via Unsplash

Clients are turning to AI for advisor recommendations, according to a new report.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Getty Images via Unsplash

Leveraged ETF Craze Turns Its Sights to Other Funds
Photo via Kyodo/Newscom

The ETF Searching for Alpha Without the Male
Photo by Jacob Culp via Unsplash

Janus Henderson’s JAAA Just Topped $30B. What’s Next For CLOs?
Photo via IMAGO/CFOTO/Newscom

Why This ETF’s 1,700% Return Isn’t Attracting Buy-and-Hold Investors

International Economics

‘Crying Wolf’: Norway’s Sovereign Wealth Fund CEO Issues Dire Warning After Record Profit

Photo by Sandro Kradolfer via Unsplash

The world’s largest sovereign wealth fund reported a record $184.3 billion profit in the first half of 2026 last week.

2 min read

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