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Advisor Upside

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

Advisors Go Risk-On Heading Into 2H

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2 min read
Morgan Stanley, American Funds Earn Top Rankings From Financial Advisors

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1 min read
Retirement Contributions Hit All-Time High, Fidelity Says

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2 min read

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Finance

Robinhood, AppLovin Locked Out of S&P 500 Yet Again

Conventional wisdom says being on the S&P 500 is a status symbol that is supposed to come with plenty of benefits.

2 min read
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Consumer

Not Lovin’ It: McDonald’s Suffers Third Downgrade in as Many Trading Days

Could GLP-1 weight loss drugs like Ozempic and changing economic winds really take a bite out of the almighty Big Mac?

2 min read
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Artificial Intelligence

Meta’s Scoping Out a Superintelligence Lab

As ChatGPT’s partial outage yesterday goes to show, AI companies are still struggling to scale up to artificial general intelligence.

2 min read

ETF Upside

Schwab Keeps Industry’s ETF Fee Cuts Rolling

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Vanguard reduced fees on 87 funds earlier this year, and Schwab just lowered costs on ETFs with $66 billion in total assets.

2 min read

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ETF Upside

Weight-Loss Drug ETFs Generate Skinnier Returns Than Expected

ETFs tracking the performance of weight-loss drugs have largely underperformed since launching in late 2023.

2 min read
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Media & Entertainment

Warner Bros. Discovery Formalizes Break-Up Plans

Like the rest of its pre-streaming Hollywood peers, Warner Bros. Discovery finds itself trapped between two eras.

1 min read
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ETF Upside

WisdomTree Branches Out to Private Credit

The company is prepping a private credit mutual fund that adds a unique flavor — tokenization.

2 min read
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Big Tech

Apple Still Won’t Ride the AI Hype Train

At its annual Worldwide Developers Conference on Monday, Apple announced a slew of incremental updates to its AI offerings.

2 min read
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International Economics

Washington Trade Talks With Beijing Drive S&P 500 Toward Record High

The on-off dynamic of the US-China economic relationship so far this year would make the writing rooms of most soap operas blush.

2 min read
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Consumer

Consumer Goods Giants Slim Down to Spur Growth

Scale for scale’s sake appears to have become passé, with conglomerates jockeying for market share with a more focused brand identity.

2 min read

Banking

Wall Street’s Elite Get Serious About Debt Alarmism

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JPMorgan CEO Jamie Dimon and BlackRock CEO Larry Fink sounded off last week about higher deficit spending in the US.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

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Amazon Ups Its AI Infrastructure Ante
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Which Industries Need AI Skills the Most?
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JPMorgan Chase Patent Tackles Synthetic Data Bias
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AI’s Potential Marketing Payoffs Come With Outsized Brand Risks

ETF Upside

Trump’s Truth Social Files for Bitcoin ETF

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The ETF, named after Truth Social, will be managed by Trump’s new fintech, Truth.fi.

1 min read

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ETF Upside

Proxy Warfare

Proxy advisors are accused of being cartels, but shareholder advocates say they side with corporations in nearly all voting recommendations.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Krittiraj Adchasai and Cherezoff via iStock

Advisor Upside

Does Gold Still Make Sense After Hitting All-Time Highs?

Despite a pullback in May, the speed of the rally took even longtime gold watchers by surprise.

4 min read
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Media & Entertainment

NBA Finals Kick Off With an Old (Footwear) Friend

An increasing share of NBA endorsement deals has been spread among shoe firms fighting for a piece of Nike’s market share.

2 min read

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