The Daily Upside

Advisor Upside

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

Record RIA Growth Is Great. Here’s the Catch

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

4 min read
Where Are Cash Sweep Lawsuits Now?

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2 min read
Advisors Calm Clients After Trump’s Latest Tariff Announcements

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2 min read

Economics

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

Photo illustration by Connor Lin / The Daily Upside

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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Healthcare

WeightWatchers Returns With a Plan for the New GLP-1 World

Weight Watchers went bankrupt in May, but now it promises it’s trimmed the fat off its books and is ready to rejoin the Nasdaq.

2 min read
Photo via Jimin Kim/ZUMAPRESS/Newscom

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
Photo via Michael Brochstein/ZUMAPRESS/Newscom

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

CIO Upside

Microsoft Explainability Patent Highlights Need for AI Trustworthiness

Photo via U.S. Patent and Trademark Office

These technologies still have some trustworthiness issues.

1 min read

Photo via Budrul Chukrut/ZUMAPRESS/Newscom

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
Photo via Michele Eve Sandberg/Sipa USA/Newscom

Consumer

Ferrero Puts Snap, Crackle and Pop into Its Earnings With WK Kellogg Acquisition

Ferrero previously bought Nestlé’s US candy biz for $2.8 billion, as well as chocolate-maker Fannie May and RedHots owner Ferrara.

1 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
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Industrials

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

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

2 min read
Photo via CNP/AdMedia/SIPA/Newscom

ETF Upside

Trump Media Files for Third Crypto ETF

Trump’s media company has filed for a third crypto-focused ETF that would hold Bitcoin, Ether, Solana, Cronos and XRP.

2 min read
Photo by Isaac Struna via Unsplash

Industries

Delta Air Lines Projects Clearer Skies Ahead

There were some rough skies for a couple months there, but Delta seems to think it has now punched through to the other side.

2 min read

Advisor Upside

Osaic Touts Advisor Addition Amid Commonwealth Talent Rush

Photo via Connor Lin / The Daily Upside

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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Industrials

Wired-Up Copper Prices Signal a Tariff-Powered Shock to Consumer Wallets

A planned 50% tariff on copper has left commodities markets roiling and analysts toiling with the idea consumers paying for higher prices.

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
Photo via Richard B. Levine/Newscom

Technology

Samsung’s Foldable Phones Are Hungry for a Bite of Apple

Samsung’s new phones hit shelves later this month, days after Chinese rival Honor launched its new folding phone.

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
Photo via U.S. Patent and Trademark Office

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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