The Daily Upside

Advisor Upside

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

Global Family Offices Unfettered by Military Conflicts, Recession Fears

Photo by Getty Images via Unsplash

2 min read
How Advisors Cope When Clients’ Heirs Head for the Exit

Photo by Jornada Produtora via Unsplash

1 min read
How to Win the Coveted Ultra-High-Net-Worth Client

Photo by Getty Images via Unsplash

2 min read

Photo via Cfoto/ZUMAPRESS/Newscom

Artificial Intelligence

The Dutch Connection: French AI Leader Gets Backing from European Tech Giant ASML

Mistral has been hailed by policymakers as key to Europe’s ambitions to compete with dominant US and Asian rivals.

2 min read
Photo by Michael Förtsch via Unsplash

Electric Vehicles

A Culling Looms for China’s Crowded EV Industry

In an interview with the Financial Times, BYD’s executive vice president Stella Li said just a handful of China’s 130 EV-makers will survive.

1 min read
Photo via Nicolas J Leclercq

Indicators

Dismal Jobs Numbers May Not Mean What You Think

Morgan Stanley analysts think the US economy has been in a “rolling recession” since 2022 — and it may already be almost over.

2 min read

ETF Upside

Nasdaq Seeks SEC Approval for Tokenized Trading

Photo by Hapabapa via iStock

The exchange could start offering tokenization of securities, including exchange-traded products and stocks, next year.

2 min read

Photo by Marten Bjork via Unsplash

ETF Upside

US Policy Whirlwind Threatens Clean Energy ETF Rebound

Amid a reversal in tax incentives that had started to buoy clean energy technologies, investors have pulled money from linked ETFs.

2 min read
Photo via Jimin Kim/ZUMAPRESS/Newscom

Finance

Halt and Catch Fire: IPO Market Accelerates After Sleepy Summer

Investor appetite for StubHub and Klarna is especially compelling at a time when consumer sentiment starting to slump.

2 min read
Photo by Traxer via Unsplash

ETF Upside

21Shares Tosses ETFs While Prepping for Spot Crypto Frenzy

The company, which sponsors a nearly $5 billion Bitcoin ETF along with ARK, is nixing the three other ETFs in that partnership.

1 min read
Photo via Matthias Balk/dpa/picture-alliance/Newscom

Technology

Pubmatic Seeks Payback For Google’s Ad Tech Monopoly

Pubmatic’s lawsuit comes after a US Judge ruled in April that Google was maintaining an illegal monopoly in the ad tech industry.

2 min read
Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

Big Tech

New iPhone Air Is Ready for its Flex, but Apple Stock’s Already Swole

iPhone sales surged to $44.5 billion in the quarter ending in June, besting analysts’ $40 billion expectations and rising 14% year-over-year.

2 min read
Photo by Getty Images via Unsplash

Advisor Upside

Goldman, T. Rowe Team Up for Public-Private Offerings

Investing $1 billion in T. Rowe may be more efficient for Goldman than building out its own channel.

2 min read

Advisor Upside

Next-Gen Advisors Want Clear Path to Promotion: DeVoe

Photo by Getty Images via Unsplash

Failing to properly guide the next generation could lead to many practices losing their competitive edge.

1 min read

Photo by Neal McNeil via iStock

Economics

Stalling Jobs Growth May Be Just What the Market Needs

The latest jobs report appeared to confirm that America’s labour market is slowing, which may clinch the rate cut markets are salivating over.

2 min read
Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Industries

McDonald’s Chief Blasts Minimum Wage Loophole for Tipped Workers

McDonald’s is battling its own industry over fast food workers’ pay, which it believes should be better, and tips, which it opposes.

2 min read
Photo via Cfoto/ZUMAPRESS/Newscom

Big Tech

Alibaba Executes a Big Tech Pivot

Chinese e-commerce giant Alibaba, having successfully diversified into cloud computing, is now making a push into artificial intelligence.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Who’s Who? Identity Questions Undermine Model Context Protocol
Photo via Chris Ried

Legacy Code Might Be Holding Your Enterprise Back
Photo via U.S. Patent and Trademark Office

Microsoft Targets AI’s Bias Problem in Recent Patent
Photo via Capital One

Developers Need More Than Speed to Succeed

ETF Upside

New Spot Crypto Products? Regulators Say Bring It On

Photo by Kanchanara via Unsplash

The SEC and CFTC recently issued a rare joint statement encouraging applications for new spot crypto products.

2 min read

Photo by Mollie Sivaram via Unsplash

ETF Upside

Media Companies Are Cracking the Streaming Code. Should Investors Care?

Disney is the comeback kid of Wall Street, and other streaming giants are following suit.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Sabelskaya via iStock

International Economics

‘Not Optimistic’: Washington Hits Tariff Impasse with Switzerland

Small, mountainous Switzerland — a country that ranks 61st in the world by total area — is one of the world’s biggest investors in the US.

5 min read
Photo by Matt Bango via Unsplash

ETF Upside

LionShare’s ETF Won’t Take Dividends Lion Down

The company’s new U.S. Equity Total Return ETF invests in other exchange-traded funds in a way that minimizes dividend payments.

1 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.