The Daily Upside

Advisor Upside

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

What Advisors Are Watching as the Iran War Escalates

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2 min read
Inside Carson Group’s $60B Growth Story and Its Big AI Bet

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2 min read
How Advisors Are Finding Opportunities in Private Real Estate Right Now

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2 min read

Technology

Wall Street Gets Bullish on Cybersecurity as Iranian Hackers Target US

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Four firms, Palo Alto, Okta, Cloudflare and Crowdstrike, stand out to analysts, and for reasons beyond geopolitics.

2 min read

ETF Upside

What’s at Stake for BlackRock’s Ethereum ETFs?

Photo via Richard B. Levine/Newscom

The company rolled out its iShares Staked Ethereum Trust ETF, a complement to an unstaked version that’s already the biggest in its category.

1 min read

Photo via Jim West/UCG/Universal Images Group/Newscom

Energy

Clean Energy Regains Its Swagger as Hedge Against Wartime Oil Crisis

The iShares Global Clean Energy ETF jumped more than 5% last week, exceeding the oil-and-gas-focused Vanguard Energy ETF’s 1.3% gain.

1 min read
Photo via Jimin Kim/ZUMAPRESS/Newscom

Banking

JPMorgan Leverages Unique Ability to React Proactively to Private Credit Woes

Most of JPMorgan’s big banking peers don’t have NAV loan agreements that let them proactively revalue assets.

2 min read
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Semiconductors

AI Super Bowl Brings Moment of Truth for Nvidia’s ‘Chip That Will Surprise the World’

Can Nvidia respond to the rapid rise of agentic AI, which has its own hardware needs, relying heavily on the general computing power of CPUs.

2 min read
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ETF Upside

State Street Gives Asset-Backed Securities the Private Treatment

The firm’s latest public and private ETF goes beyond CLOs and includes mortgages, credit cards, auto loans and other debt.

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

Advisor Upside

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

Financial professionals are recommending staying in high quality products to help ride out any potential volatility.

4 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

Retirement Upside

Why Money Alone Can’t Guarantee a Happy Retirement

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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 Illia Uriadnikov/Newscom

Retirement Upside

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

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

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
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

ETF Upside

All Things ETFs: Simplified and Actionable

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Fidelity Adds Models with a Taste of Private Markets
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Sequoia Fund to Be Transplanted into an ETF
Photo by Jamie Street via Unsplash

ETF Use by RIAs Keeps Climbing
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Roundhill Launches a Space ETF Into Orbit

Artificial Intelligence

Amazon-Perplexity Lawsuit Heralds Start of Shop-Bot Wars

Photo via Yoshio Tsunoda/AFLO/Newscom

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 by Andrej Lišakov via Unsplash

Advisor Upside

Thrivent to Hire 600 Advisors for Second Straight Year

The hiring push comes amid rapid expansion of the independent RIA channel and an approaching advisor shortage driven by retirements.

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

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