The Daily Upside

Advisor Upside

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

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

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

4 min read
Why This Commonwealth Team Decided to Move to Osaic

Photo via Hinck Private Wealth

2 min read
Waiting Until 70 to Claim Social Security? It’s Just Not a Financial Reality for Most

Photo by Getty Images via Unsplash

2 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 by Ben Iwara via Unsplash

ETF Upside

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

Either one of these popular tax-advantaged strategies can help clients diversify and defer tax bills, but they can be complex as well as costly.

4 min read
Photo via imageBROKER/Ron Buskirk/Newscom

Energy

Oil Spikes as US Sanctions Russian Producers to Undermine Putin’s War Machine

Shell and BP shares rose roughly 3% on Thursday, while US majors Exxon Mobil and Chevron were more muted, up 1.1% and 0.6% respectively.

2 min read

Finance

Stampeding Bull Market Will Keep Bears at Bay for Another Year, Investors Predict

Photo via Jimin Kim / SOPA Images/Sipa USA/Newscom

The S&P 500 has climbed 35% since its April low and roughly 90% since the beginning of its bull run in 2022.

2 min read

A model of inside a quantum computer on display at Terminal 1 in Chicagoâs O’Hare International Airport on Sept. 25, 2025. The exhibit is organizedÂ by members of the STAGE Center at the University of Chicagoâs Pritzker School of Molecular Engineering and IBM.Â (Dominic Di Palermo/Chicago Tribune/TNS) (Newscom TagID: krtphotoslive956980.jpg) [Photo via Newscom]

Technology

Quantum Computing Stocks Power Upward on Hopes of Multimillion-Dollar US Investment

The Commerce Department is reportedly in talks with top quantum computing companies about awarding at least $10 million to each company.

2 min read
Photo by Element5 Digital via Unsplash

ETF Upside

Vanguard Gets the VOO Proxy Vote Out

Soon, ETF shareholders may opt for proxy policies that could support (or oppose) issues like the $1 trillion Tesla pay package for Elon Musk.

2 min read
Photo by Getty Images via Unsplash

Markets

Gold Rush Loses Momentum in Runup to Newmont Earnings

Even with this week’s tumble, bullion investors can take gold comfort in knowing the noble metal is headed for its best year since 1979.

2 min read
Photo via Seth Hoffman

Media & Entertainment

NHL Ups the Ante by Teaming With Kalshi, Polymarket in Sports Betting

Kalshi has skated around licensing restrictions in the past by instead using generic terms like “pro hockey tournament.”

2 min read
Photo by Bram van Oost via Unsplash

Finance

Good Omen, or Bad? Tesla Opens Mag 7 Earnings Season to Mixed Reviews

The all-powerful cohort continues to define the broader market, which has officially been placed on the “bubble watchlist.”

2 min read
Photo by Adam Roye via Unsplash

Advisor Upside

How Wealthy Women Are Changing the World of Art Investing

Women’s average spending on art and antiques was 46% higher than men in 2024, according to UBS data.

2 min read

Media & Entertainment

Netflix Keeps Finding Ways to Steal Hollywood’s Spotlight

Photo by Getty Images via Unsplash

Netflix shareholders have raised concerns that the platform is failing to juice its user-engagement metrics.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by CHUTTERSNAP via Unsplash

What’s Behind Surging Rare Earth Elements ETFs?
Photo by Braydon Anderson via Unsplash

DWS Transforms $2.5M ESG ETF into Something Much Different
Photo via John Angelillo/UPI/Newscom

BlackRock’s Tokenized ETFs Are Only The Beginning, CEO Says
Photo by Ben Iwara via Unsplash

Betting Big on Leveraged ETFs

CIO Upside

Google Wants to Fix a Lot About Video

Photo via U.S. Patent and Trademark Office

From avatars’ face movements to audio enhancement, Google is seeking to patent methods for improving video calls.

2 min read

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