The Daily Upside

Advisor Upside

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

What the GENIUS Act Means for Stablecoins and Advisors

US Senator Bill Hagerty. Photo via Aaron Schwartz/Sipa USA/Newscom.

2 min read
Why UBS Is the Only Wirehouse to Allow Podcasting

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

2 min read
How Advisors Can Avoid Becoming Over-Reliant on AI

Photo by Tara Winstead via Pexels

1 min read

Real Estate

New Home Construction Sinks to Lowest Point Since Pandemic

Photo by Getty Images via Unsplash

It may well be another indicator that the market is finally tipping in buyers’ favor, as the construction industry faces major headwinds.

2 min read

Photo via Jimin Kim/ZUMAPRESS/Newscom

Markets

SPAC Comeback Draws Renewed Interest from Wall Street

According to SPACInsider data, there have been 58 SPAC offerings so far this year, one more than the total in all of 2024.

2 min read
Photo by Sundry Photography via iStock

Semiconductors

Magnificent 7 May Need to Make Room for Broadcom

Broadcom joined the trillion-dollar club late last year, and its market cap has only continued to climb since.

2 min read
Photo via Wu Xiaoling/Xinhua News Agency/Newscom

Advisor Upside

What Advisors Can Learn from the NBA Finals

While talent is crucial, success hinges on a leader’s ability to unite individuals behind a common goal.

3 min read

CIO Upside

Finance Departments Struggle to Balance AI Adoption Risks With Rewards

Photo by AndreyPopov via iStock

Figuring out where to keep a human in the loop is critical for safe deployment.

1 min read

Advisor Upside

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.

The agency unveiled a series of senior-level appointments while also nixing 14 rules proposed during Gary Gensler’s time in charge.

1 min read

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

Advisor Upside

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

The bank outlined where it intends to allocate investments over the next year and a half during a midyear outlook event.

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
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

CIO Upside

Empowering CIOs to drive innovation.

Photo via Petr Sznapka/ZUMA Press/Newscom

Why is the Quantum Race Moving Faster?
Photo via U.S. Patent and Trademark Office

IBM Patent Seeks to Help AI Models ‘Unlearn’
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

CIO Upside

Struggling to Navigate Thorny AI Contracts? Question Everything

Photo by Cottonbro Studio via Pexels

Why getting in the weeds on wording and definitions could save your enterprise in the long run.

2 min read

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