The Daily Upside

Advisor Upside

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

States With the Highest AUM Potential Per Advisor

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2 min read
What iCapital’s $820M Funding Means for Private Markets

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2 min read
BFFs? A Third of Gen Z Intends to Leave Inheritance to Friends

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2 min read

Banking

Inflation Data and Bank Earnings Kick Off a Crucial Test for Markets

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The big US banks bested Q1 earnings expectations, and many observers expect big boosts to their Q2 trading desk revenues.

2 min read

CIO Upside

Microsoft Explainability Patent Highlights Need for AI Trustworthiness

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These technologies still have some trustworthiness issues.

1 min read

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Artificial Intelligence

CoreWeave, Once the Year’s Hottest AI Stock, Takes Extended Tumble

CoreWeave was the hottest stock on the block after its March IPO, but investors are now concerned its explosive valuation went a little far.

2 min read
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Technology

Zuckerberg Shells Out Lavishly for Superintelligence Super Team

Meta’s Mark Zuckerberg continued his run of poaching AI talent from competitors with salaries that would make Lebron James blush.

2 min read
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ETF Upside

Vanguard Expands Fixed-Income Menu with 3 Treasury ETFs

The firm has launched nine total fixed-income ETFs this year.

2 min read
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Economics

Bet Your Bottom Dollar: Can the Sinking US Greenback Bounce Back?

The dollar is the most important currency on earth, adding up to 57.7% of global currency reserves in the first quarter.

5 min read
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ETF Upside

Tariff Fallout Hasn’t Hit Markets Yet. Issuers Say That Could Change

Strategists from Allianz and Invesco are cautioning investors about market performance in the second half of the year.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Andrey Popov via iStock

Advisor Upside

Record RIA Growth Is Great. Here’s the Catch

Investment Adviser Industry report shows where and how the advice industry is evolving.

4 min read

Industrials

Pentagon to Take $400 Million Stake in Rare Earth Miner Outside Vegas

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China accounts for nearly two-thirds of raw material production and 90% of the manufacturing of rare earth magnets.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

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Why Security and AI Need to Grow Hand in Hand
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Why Open Source AI May Be a ‘Marginal Player’
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Murky AI Rules Leave Enterprises Grappling With Self-Regulation
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Philips Patent Leverages AI to Make Healthcare More Predictable

CIO Upside

What’s At Risk When You Replace Workers With AI?

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“There’s going to be humans involved in every angle.”

1 min read

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Advisor Upside

Advisors Calm Clients After Trump’s Latest Tariff Announcements

Financial plans are designed to weather economic uncertainty, but it can be hard for clients to remember that.

2 min read
Linda Yaccarino. Photo via Blondet Eliot/ZUMAPRESS/Newscom.

Social Media

Linda Yaccarino Ducks Out of X’s New Grok Era

Just over two years after taking the job, X (formerly Twitter) CEO Linda Yaccarino on Wednesday announced she’d be stepping down from her role.

2 min read
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Advisor Upside

Osaic Touts Advisor Addition Amid Commonwealth Talent Rush

The firm is highlighting its potential advantages for advisors who might be on the fence about going to LPL Financial.

1 min read

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