The Daily Upside

Advisor Upside

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

LPL Might Not Retain 90% of Commonwealth Advisors. Why That’s Not Necessarily a Problem

Photo via LPL Financial

2 min read
Succession Headaches Are Fueling M&A Activity

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2 min read
AI Competency May Be the Next Fiduciary Requirement

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4 min read

Industries

UPS Wins by Winding Down Amazon Partnership

Photo by Salvador Rios via Unsplash

Shares jumped as much as 4% through Tuesday’s trading session, before evening out near the end of the day.

2 min read

ETF Upside

Behind BlackRock’s Proposed Bitcoin Premium Income ETF

Photo via Spencer Jones/Plexi Images/GHI/Universal Images Group/Newscom

The actively managed fund is designed to generate additional income via call options.

2 min read

ETF Upside

What F/m’s Latest ETF Filing Means for the Future of Tokenization

Photo by Planet Volumes via Unsplash

The $18 billion issuer has become the first to ask regulators to make existing shares of an ETF available on the blockchain.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Alena Kravchenko via iStock

NYSE to Build 24/7 Tokenized Securities Trading Platform
Photo by SeventyFour via iStock

What Drives Gen Z’s ETF Choices?
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Global X to Launch a Space Tech ETF
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Are ETFs That Hold a Little Bit of Private Assets a Big Deal?

Artificial Intelligence

Anthropic’s Claude Code Platform Looks Like a Software Killer

Photo via Vincent Isore/ZUMAPRESS/Newscom

Claude Code promises to create any type of software — from analyzing specific data sets to building websites and editing photos.

2 min read

Photo via Envestnet

Advisor Upside

Inside Envestnet’s $1B Bet on Growth with CEO Chris Todd

After a take-private deal in 2024, the company recently announced a $1 billion spending spree to supercharge growth.

5 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Gearstd via iStock

Markets

Limbo for Longer: Don’t Expect More Fed Rate Cuts Before Mid-2026

2026 presents a catch-22 for the Fed. It normally cuts rates to buoy hiring, which tightened last year, but that could drive up inflation.

5 min read
Photo by JHVEPhoto via iStock

Semiconductors

Supply Shortages Send Intel Stock Sputtering

The good news is that CFO David Zinsner said that the company expects its supply to rebound through the rest of the year.

1 min read

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