The Daily Upside

Advisor Upside

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

Worried About Record Stock Market Concentration? Us, Too

Photo illustration by Connor Lin / The Daily Upside, Photos by Pictac via iStock

4 min read
Is Active Management Primed for a Comeback?

Photo by Ishant Mishra via Unsplash

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

Photo illustration by Connor Lin / The Daily Upside, Photos by AltoClassic via iStock and Freepik

Economics

Thawing Housing Market Not Yet Liquid Enough to Jump-Start Sales

Rejuvenating frozen US housing sales will require a strong job market and mortgage rates low enough to pique sellers’ interest in new homes.

4 min read
Photo by Douglas Cliff via iStock

Healthcare

Eli Lilly’s Sterling Results Highlight Rival Novo Nordisk’s Fading Fortunes

Record performance of its GLP-1 drugs sent shares in Eli Lilly soaring almost 4% after its earnings call on Thursday.

2 min read
Photo by Anne Czichos via iStock

Consumer

Chipotle Struggles as Customers Skip the Guac

Execs said that inflation-addled consumers are under the impression that Chipotle costs more than it does.

2 min read

International Economics

Trial Truce: US, China Negotiate Yearlong Trade Détente

Photo via Daniel Torok/WH / Polaris/Newscom

The United States agreed to reduce broad tariffs on Chinese imports by 10 percentage points, bringing them to 47%.

2 min read

Artificial Intelligence

Microsoft, OpenAI (Finally) Finalize Terms of Not-Quite Divorce

Photo via Mattie Neretin/Sipa USA/Newscom

After long deliberations, OpenAI is finally transforming from a non-profit entity into a for-profit company — with Microsoft still involved.

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
Photo by Ben Iwara via Unsplash

What’s the Difference Between 351 Exchanges and Exchange Funds?

CIO Upside

Enterprises Grapple With Pros, Cons (and Costs) of Cloud-First Strategy

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As enterprise spending on cloud continues to skyrocket, some leaders are questioning when enough is enough and weighing alternatives.

4 min read

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