The Daily Upside

Advisor Upside

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

Why Advisors Are Betting on AI Infrastructure Over Apps

Photo illustration by Connor Lin / The Daily Upside, Photo by Andrey Krav via iStock

5 min read
Social Security COLA Projection Jumps on Hot Inflation Data

Photo by Getty Images via Unsplash

2 min read
Josh Brown’s Porterhouse Bets Financial Planning Becomes Table Stakes

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1 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Hapabapa via iStock and Vincent Isore, Florian Gaertner, imageBROKER/Mojahid Mottakin, Andrej Sokolow, Wladimir Bulgar/Science Photo Library, and Kyodo via Newscom

Artificial Intelligence

In AI Chip Race, Nvidia’s Biggest Customers Become Competitors

The types of chips that will keep AI’s momentum up are different from those that trained it, creating an opening for rivals to Nvidia.

4 min read
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Retirement Upside

How State Auto-IRAs Are Changing Retirement Savings

Total assets in the programs reached more than $3 billion at the end of April.

2 min read
Photo via Kris Tripplaar/Sipa USA/Newscom

Healthcare

Natera’s Stronghold in Cancer Recurrence Tests Prompts Wood’s Ark to Expand Stake

Natera’s flagship product, Signatera is a personalized MRD blood test that detects cancer recurrence by identifying the unique DNA mutations.

2 min read

Retirement Upside

Is Late News, Bad News? What to Expect from Delayed Social Security Report

Photo by Getty Images via Unsplash

The 2026 Social Security Trustees’ report may show the program becoming insolvent even sooner than expected.

2 min read

Advisor Upside

Where’s Wealth Management Going with this Whole AI Thing?

Photo by Alones Creative via Unsplash

The technology is rapidly evolving beyond back-office support.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Consumer

Forget Eggs. Tomato Prices Swell as Inflation Hits Three-Year High

Photo by Tamara Malaniy via Unsplash

Prices for the fruits soared nearly 40% in April from a year ago, according to the latest figures from the Bureau of Labor Statistics.

2 min read

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