The Daily Upside

Advisor Upside

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

What the Government Shutdown Means for Clients

Photo by Getty Images via Unsplash

2 min read
Tax Planning Is Table Stakes for Advisors

Photo via Kelly Sikkema

2 min read
Why the SEC Wants to End Quarterly Earnings Reports

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

2 min read

Photo via World Economic Forum/Faruk Pinjo

Investments

Payments Giant Swift Guards Speed Record With a Bet on Blockchain

Payments firm Swift is building a blockchain to enable instant global transactions, with more than two dozen financial institutions helping create the digital ledger.

2 min read
Photo by jetcityimage via iStock

Autos

Carvana Whizzes Through Green Light From Jefferies Upgrade

Car vending machines are all the rage this year, with shares in the firm behind the novel notion, Carvana, soaring this year.

2 min read
Photo by Kateryna Hliznitsova via Unsplash

Indicators

Surprisingly Grim Jobs Data May Accelerate Fed Interest Rate Cuts

New private sector data that suggests the labor market is hurting may become especially influential with Bureau of Labor Statistics data likely on hold amid the government shutdown.

2 min read

Electric Vehicles

GM Makes a Power Move, Shifting Focus from EVs Back to Gas Engines

Photo via Jeff Kowalsky/ZUMAPRESS/Newscom

Sales of new electric vehicles fell 6.3% year-over-year in the second quarter, according to Cox Automotive analysts.

2 min read

Advisor Upside

SEC Ready to Let Fund Shops Explore Their Dual Share-Class Natures

Photo by City Dweller via CC BY-SA 4.0

ETF share classes of mutual funds (and vice versa) could be approved in just two weeks, according to an agency notice posted Monday.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Heather Ceylan, CISO of Box. Photo via Box.

In Security, ‘There’s Two Sides to AI,’ Box CISO Says
Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

How OpenAI’s Partnership With Oracle Could Alter the AI Landscape
Photo via U.S. Patent and Trademark Office

Salesforce Patent Could Recycle AI Model Outputs
Photo via U.S. Patent and Trademark Office

IBM Patent Could Rein In Power-Hungry Data Centers

Media & Entertainment

Disney’s Kimmel Problem is Far From Over

Photo via Disney

Lame duck Disney CEO Bob Iger will likely have his hands full with pressure from regulators and investors in his remaining days on the job.

2 min read

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