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

Tariff Turmoil Not ‘Rear View Mirror’ Yet: Schwab’s Liz Ann Sonders

Photo illustration by Connor Lin / The Daily Upside, Photos by Liorpt via iStock and Chris Kleponis/ZUMAPRESS/Newscom

5 min read
Does the 100% Equity Portfolio Make Sense? Hmm, Maybe

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2 min read
Prediction Markets Are Worrying Wealth Managers

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2 min read

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ETF Upside

There’s an ETF for Everything. Is That What Investors Really Want?

About 900 ETFs launched this year, and dozens of highly leveraged and spot crypto products await approval. Not all of them will catch on.

4 min read
Photo via AndreyPopov/Newscom

Artificial Intelligence

Startup Cursor Rides AI Coding Vibes to $29B Valuation

AI-assisted code editing startup Cursor became one of the most valuable firms in the booming sector overnight with a $29 billion valuation.

2 min read
Photo via Joe Burbank/TNS/Newscom

Media & Entertainment

‘Misguided’ Disney Selloff Overlooks House of Mouse’s Streaming Might

Disney disappointed Wall Street on Thursday with an earnings miss, but underlying figures show its streaming efforts are paying off.

1 min read

Economics

A December Rate Cut? Economists Still Expect One. Markets, Not so Much

Photo via Kyodonews/ZUMAPRESS/Newscom

Just weeks ago viewed as all but certain, markets now figure the odds of an interest rate cut in December is no different than a coin flip.

2 min read

Artificial Intelligence

SoftBank Dumps $5.8B Nvidia Stake to Subsidize Other AI Bets

Photo via Koichi Mitsui/AFLO/Newscom

CFO Yoshimitsu Goto said on an earnings call that SoftBank’s divestment had “nothing to do with Nvidia itself.”

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

CIO Upside

Nvidia Wants to Balance Workloads Between GPUs

Photo via U.S. Patent and Trademark Office

The system Nvidia wants to patent would spread out and balancing GPUs’ capacity to help avoid problems as demand ramps up in AI data centers.

1 min read

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