The Daily Upside

Advisor Upside

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

What’s Next? AssetMark CEO Says AI Used Mostly for ‘Low-Hanging Fruit’

Photo via AssetMark

4 min read
Congress Weighs Axing FINRA. But Is SEC Ready to Pick Up the Slack?

Photo via Finra

2 min read
This Is an Advisor’s Brain on AI: Prioritizing Critical Choices

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2 min read

Markets

Markets Brace for 10% Correction Without ‘Defined Off-Ramp’ from US-Iran War

Photo via JOHN ANGELILLO/UPI/Newscom

The US-Israel conflict with Iran has triggered the biggest oil supply disruption ever, topping the 1956 Suez crisis.

2 min read

ETF Upside

Are ETF Investors Abandoning Big Tech?

Photo by Ahmet Kurt via Unsplash

Geopolitical conflict and AI anxiety are driving some investors to so-called HALO products.

2 min read

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

Healthcare

Eli Lilly Widens Access to Weight-Loss Injectable as Lower-Cost Pill Nears Approval

Just 20% of firms with 200 or more workers said they covered GLP-1 drugs for weight loss, according to the Peterson-KFF Health System Tracker.

2 min read
Photo via Charles Briggs/ZUMAPRESS/Newscom

Big Tech

Amazon Plans Thousands of Satellite Launches to Narrow Gap with Elon Musk’s Starlink

The space race is on to build the biggest satellite internet network, and Amazon has some catching up to do.

2 min read
Photo via Marine Corps Sgt. Calah Thompson

Industrials

Iran War Ignites US Demand for Cheaper Drone Defense Systems

Last month, the Pentagon invited 25 drone manufacturers to participate in a competition to win a $150 million prototype order.

2 min read
Photo by Getty Images via Unsplash

ETF Upside

Commodity ETFs May Feel Ripple Effects of Iran War

The Strait of Hormuz closure means less fertilizer for corn and other crops, which will likely impact commodity ETFs and the food sector.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Liudmila Chernetska via iStock

Advisor Upside

First Tax Season Under Big Beautiful Bill Mixes Heightened Complexity with Bigger Refunds

While tax season is always a headache, clients may see larger refunds this year thanks to recent legislation, experts said.

4 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Thanumporn Thongkongkaew via iStock

Alternatives

From Crypto to Private Credit, Alts Attract Millennials Flush with Inherited Wealth

Rather than sticking with stocks and bonds, millennials are seeking higher returns from alternatives like crypto and private credit.

4 min read

Retirement Upside

The Surprising Retirement Planning Mistake that Starts at the SSA

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Inputting inaccurate Social Security benefit projections is a real problem in retirement planning, experts warned.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo via Negar/MEI/SIPA/Newscom

ETFs Highlight Market Turmoil of Iran Conflict
Photo by SpaceX via Unsplash

Why This SpaceX-Focused ETF Is Pushing the SEC’s Limits
Photo by Garrett A. Wollman via CC BY-SA 2.5

Why State Street’s PRIV Quintupled in Assets in a Single Day
Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

BlackRock Ramps Up Risk in Its Target-Date Funds

Markets

BlackRock’s Writedown of Small Loan Fuels Private Credit Alarm

Photo via Richard B. Levine/Newscom

BlackRock’s writedown of a $25 million loan is fueling concern that much larger defaults are lurking in private credit.

2 min read

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