The Daily Upside

Advisor Upside

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

Is Active Management Primed for a Comeback?

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2 min read
Morgan Stanley Buys Equity Trading Platform in Private Investment Push

Photo by Ajay Suresh via CC BY 2.0

1 min read
If ChatGPT Were an Employee, It’d Get Fired

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4 min read

Semiconductors

Wall Street GOAT: Nvidia Rides Deal Bonanza to $5 Trillion Market Cap

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The White House hinted early Wednesday morning that Nvidia may regain greater access to the massive Chinese market.

2 min read

Consumer

UPS Eliminates 48,000 Jobs While Working Toward $3.5 Billion Cost-Cutting Target

Photo via Lindsey Nicholson/UCG/Universal Images Group/Newscom

Tariffs and the end of the de minimis exemption have been a one-two punch eroding UPS’ core business in 2025.

2 min read

Advisor Upside

Is the 2.8% Social Security COLA Increase Enough? Depends on Who You Ask

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That works out to an additional $56 per retirement payment, bringing the average monthly benefit to more than $2,000.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Goldman’s New Fund Designed for PE Returns, Sans the PE
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New CLO ETFs Launch Amid Bankruptcy-Sparked Pullback
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More Crypto Deals Are ‘Inevitable’ After FalconX Acquisition of 21Shares
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What’s the Difference Between 351 Exchanges and Exchange Funds?

CIO Upside

Microsoft Wants to Improve AI-Powered Code Generation

Photo via U.S. Patent and Trademark Office

Microsoft wants to patent a system to improve how an LLM writes code in response to requests. One step is learning to recognize good code.

1 min read

Photo via Jimin Kim/ZUMAPRESS/Newscom

Hedge Funds

Hedge Fund Assets Reach Record $5 Trillion With Most Inflows Since 2007

The last time this many people piled into hedge funds, the only great recession anyone might have been aware of was Larry David’s hairline.

1 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Ljupco, Comzeal, and CreativaImages via iStock

Finance

The ‘Everything App’: How Robinhood Grew From Trading Platform to Financial Ecosystem

Still in the “early innings of its growth story,” Robinhood has morphed from an app with crowdsourced stock advice to a financial ecosystem.

5 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by YakobchukOlena and Rawpixel via iStock

Advisor Upside

Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

As mega RIAs get bigger, some advisors are saying that the independent channel is beginning to look a lot like Wall Street.

4 min read

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