The Daily Upside

Advisor Upside

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

Why Advisors Are Doubling Down on Munis, High-Quality Bonds Right Now

Photo illustration by Connor Lin / The Daily Upside, Photo by Mikolajn and Feedough and via iStock

4 min read
Thrivent to Hire 600 Advisors for Second Straight Year

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2 min read
Agentic AI Arrives in Advisor Offices

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2 min read

Photo illustration by Connor Lin / The Daily Upside

Technology

Will MANGO Inherit Magnificent 7’s Market Dominance?

Change is the universal constant and even the Magnificent 7, being reshaped by AI upheaval, isn’t immune. Here’s what you should know.

4 min read
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Retirement Upside

Why Money Alone Can’t Guarantee a Happy Retirement

A happy and healthy retirement requires more than money, and advisors should help clients find meaning in their golden years

2 min read
Photo via Dinendra Haria/ZUMA Press/Newscom

Consumer

Qatari Fund Cooks Up a Premium Papa Johns Bid

Papa Johns said last month it’ll close more than 300 stores by the end of next year, following declining sales over the past two years.

1 min read

Retirement Upside

401(k) Withdrawals Are Rising. Here’s Why

Photo via Illia Uriadnikov/Newscom

Hardship withdrawals are considered last-resort financial decisions, so why are so many people making them?

2 min read

Photo via Chen Mengtong/China News Service/VCG/Newscom

Inflation & Prices

Fed’s ‘Goldilocks’ Economic Strategy Disintegrating amid Hormuz Strikes

Markets are pricing in practically no chance of a rate cut when officials meet later this month, according to the CME Fedwatch.

2 min read
Photo via Yoshio Tsunoda/AFLO/Newscom

Artificial Intelligence

Amazon-Perplexity Lawsuit Heralds Start of Shop-Bot Wars

This week, Amazeon scored a court order against Perplexity to ban, for now, the AI startup’s agents from shopping on its e-commerce platform.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Paul Campbell and Vovashevchuk via iStock

Retirement Upside

Why More Medicare Advantage Plans Are Trimming Benefits

After years of aggressive expansion, many Medicare Advantage plans are recalibrating popular extras and changing costs.

2 min read
Photo via Efren Landaos/Sipa USA/Newscom

Consumer

Lego Builds Record Sales by Adapting to Tariffs

The Danish toy giant also continues to benefit from the growing number of nostalgic adults buying their products.

2 min read
Photo via CNP/AdMedia/Newscom

Artificial Intelligence

Oracle Regains Its Footing amid SaaSpocalypse

Filings this week also revealed that the value of Oracle’s roughly 15% stake in the new US edition of TikTok sits at about $2.2 billion.

2 min read
Photo via Billy Tompkins/ZUMAPRESS/Newscom

Finance

Private Credit Crunch: JPMorgan Limits Exposure, Morgan Stanley Fund Caps Redemptions

Shares of major private-credit lenders are down significantly this year: Apollo has lost 26%, KKR 31%, Blackstone 30%, and Ares 35%.

2 min read

Advisor Upside

Your Average Advisor Is Happier than Your Average American

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With notably higher rates of wellbeing, financial advice is becoming an increasingly appealing profession.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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ETF Use by RIAs Keeps Climbing
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Roundhill Launches a Space ETF Into Orbit
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Are ETF Investors Abandoning Big Tech?
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Commodity ETFs May Feel Ripple Effects of Iran War

Energy

Wall Street Snubs Big Oil Stocks amid Crude Price Runup

Photo by Raymond Kotewicz via Unsplash

Some traders see a possible parallel to the spike and subsequent crash in oil prices in 2008 if the war drags on and threatens supplies.

2 min read

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