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

The Fastest-Growing ETFs for Advisors

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2 min read
Why Black Americans Save Less and How Advisors Can Help

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2 min read
Investor Advocacy Group Criticizes FINRA’s Remote Inspections

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2 min read

Banking

HSBC Waves Caution Flag for Wall Street Giants

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The bank downgraded JPMorgan, Goldman Sachs, and Bank of America, citing a classic case of macroeconomic uncertainty.

2 min read

Consumer

Walmart Gate-Crashes Amazon’s Annual Sales Bash

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History suggests that a little competition will be good for not just Walmart and Amazon, but the retail sector as a whole.

2 min read

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Social Media

TikTok’s Digital Creators Working on US Version of Almost-Banned App

Even after TikTok is kicked off app stores later this year, the current app will keep working for US users until March.

2 min read
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Semiconductors

Chipmakers Emerge as Big Winners in ‘Big Beautiful Bill’

When it comes to competing on the world’s semiconductor stage, US lawmakers are not content to let the chips fall where they may.

1 min read
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Markets

Where Are the Bond Vigilantes?

The US debt is about the same as its entire economic output and is projected to grow if Trump’s megabill passes.

2 min read
Peter Thiel. Photo by Gage Skidmore via CC BY-SA 2.0.

Banking

Can Peter Thiel’s Fellowship of Billionaires Replace Silicon Valley Bank?

Thiel’s bank, named after the mountain where the dragon Smaug hoards his treasure, plans to serve tech startups and crypto companies.

2 min read
Photo by Alvaro Fernandez Echeverria via iStock

ETF Upside

All Sunshine for First Spot Solana ETF

The first spot Solana ETF came to market last week through a filing under the Securities Act of 1940, unlike competitors who filed under the 1933 Act.

2 min read
Photo illustration by Connor Lin / The Daily Upside

Energy

Amping Up: Harnessing Innovation and Efficiency to Modernize the US Power Grid

The current surge in energy demand is virtually unprecedented since the mass effort to electrify America immediately following World War II.

5 min read

ETF Upside

Dimensional Hits $200B in ETF Assets

Photo by City Dweller via CC BY-SA 4.0

The firm has increasingly brought its nontraditional style of active management to Dimensional ETFs, which has ramped up sales.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

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Big Tech Is Still Grappling With AI’s Energy Problem
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How the ‘Bot Epidemic’ Threatens Enterprise Security
Photo via U.S. Patent and Trademark Office

DeepMind Patent Gives AI Robots ‘Inner Speech’
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Reducing Data Security Risks from Model Context Protocol

Advisor Upside

Trump’s ‘Big, Beautiful Bill’ Is a ‘Mixed Bag’ for Advisors

Photo via Chris Kleponis-CNP/Picture Alliance/Consolidated News Photos/Newscom

Some worry about adding to the already ballooning national debt, while others applaud extending the Tax Cuts and Jobs Act.

2 min read

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