The Daily Upside

Advisor Upside

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

CFP Board Raises Renewal Fee by 26%

Photo via Connor Lin / The Daily Upside

2 min read
Families Brace for Student Loan SmackDown

Photo by Bunly Hort via Unsplash

2 min read
Edward Jones’ C-Suite Shake-Up

Photo by Jetcityimage via iStock

1 min read

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Finance

Ken Griffin’s Citadel Securities Has Some Tips for SEC

Top of the list is a warning over the rise of 24-hour trading, just as the Nasdaq and the New York Stock Exchange pursue it.

1 min read
Photo by Gov.pl via CC BY 3.0 PL

Big Tech

DOJ Pressures Google to Adopt ‘Sharing is Caring’ Data Ethos

To Google, user search data is the all-important secret sauce that enables it to innovate and outperform rivals.

2 min read
Photo by Getty Images via Unsplash

Economics

Imports Drive Unexpected Contraction in US Economy

The biggest factor behind the slip in first-quarter GDP was Trump’s will-he-or-won’t-he, start-and-stop trade war.

2 min read

Consumer

Starbucks Slings High-Speed Drinks in Caffeinated Comeback Plan

Photo by Hamza Inayat via Unsplash

Reducing beverage-wait times is part of Starbucks CEO Brian Niccol’s turnaround plan, which includes tech updates focused on efficiency.

2 min read

Advisor Upside

Cap Group, KKR Approved to Launch Public-Private Funds

Photo by Richard Bett via Public Domain Mark 1.0

The new funds specifically target retail investors, a segment that could turn into a lucrative, untapped marketplace for the industry.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo by Tippapatt via iStock

Are Phishing Attacks Getting Smarter?
Photo via U.S. Patent and Trademark Office

Google Patent Signals That You Might Not Need LLMs
Photo by Ben Iwara via Unsplash

Weighing the Risk-Reward Ratio of ‘Vibe Coding’
Photo by Đào Hiếu via Unsplash

Chipping Away at Big Tech’s Bottom Line

Big Tech

What Does Google’s Search Monopoly Mean in the Age of AI?

Photo by Shutter Speed via Unsplash

Back in 2020, Google’s huge market share of the internet search market hovered at about 92% by most metrics

2 min read

Photo by St. Gallen Symposium via CC BY-SA 4.0

ETF Upside

SEC’s Going on the Atkins Diet

Expect less attention on Wall Street firms and more on greenlighting alt products with Chairman Paul Atkins leading the agency, experts said.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Andrey Krav via iStock and Muhammad Abdullah via Freepik

Finance

Why Stock Exchanges Want a Piece of Texas, ‘The Wall Street of the South’

5 min read
Photo by Kateryna Hliznitsova via Unsplash

ETF Upside

The Not-So-Transparent Fees Hiding in the ETF Market

Not required to be disclosed, index licensing fees create a thin layer of fog over the transparent investment products.

2 min read

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