The Daily Upside

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

Advisors Look for Midas Touch as Gold Prices Soar

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2 min read
UBS May Be the Next Wall Street Bank to Let Clients Trade Crypto

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2 min read
Goldman, BNY Shuffle Wealth Leadership Roles

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1 min read

Big Tech

Meta, Microsoft Confront AI Spending Concerns Head-On

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Both companies announced capex projections that blew past consensus expectations, but only Meta seemed to rebuff the Wall Street wariness.

2 min read

Healthcare

Declining Profit, Medicare Budget-Tightening Spell Double Trouble for UnitedHealth

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UNH has struggled in recent years on account of rising medical costs and lower-than-expected Medicare Advantage reimbursements.

2 min read

Advisor Upside

Succession Headaches Are Fueling M&A Activity

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A record year for deals highlights the succession challenges RIAs are struggling to overcome.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Clients Are Holding Highly Leveraged ETFs Way Too Long
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Why This Rare Earth ETF Excludes the Biggest Rare Earth Market
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What F/m’s Latest ETF Filing Means for the Future of Tokenization
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NYSE to Build 24/7 Tokenized Securities Trading Platform

Electric Vehicles

Tesla Revs Up Earnings as Investors Focus on the Future over the Now

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Earlier this month, Tesla shared that it delivered about 1.6 million vehicles last year, a 9% drop from 2024.

2 min read

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