The Daily Upside

Advisor Upside

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

Rich Clients Want Lending. Merrill Lynch Is Ready for Them

Photo by JHVEPhoto via iStock

1 min read
What to Ask During Client Discovery Meetings

Photo by Getty Images via Unsplash

2 min read
What It Means to Serve Women Clients

Photo by Andrej Lišakov via Unsplash

2 min read

Photo by Ar. Md. Afnan Hossain via Unsplash

Real Estate

A Rate Cut May Be The Push The Housing Market Needs

An interest rate cut would mean a lot of things: one undoubtedly good one would be a housing market more welcoming to buyers.

2 min read
Photo via Gina M Randazzo/ZUMAPRESS/Newscom

Big Tech

Alphabet Rides The AI Wave Over The $3 Trillion Mark

Alphabet is the newest member of the $3 trillion club, and it’s counting on rolling AI ambitions to take it higher.

2 min read
Photo via Lu Beifeng/VCG/Newscom

Investments

Buffett’s Berkshire’s Short Term Interest Rate Path Differs From Megarich Peers

Warren Buffett’s Berkshire Hathaway’s investment strategy faces a cash conundrum with interest rates poised for a cut.

2 min read

ETF Upside

BlackRock Is Reportedly Boarding the Tokenized ETF Train

Photo by Balazs Busznyak via Unsplash

The New York-based firm is planning to launch some of the first tokenized ETFs, according to a report.

1 min read

Consumer

Big Tobacco Isn’t Up in Smoke Just Yet

Photo by Andrej Lišakov via Unsplash

So far this year, a basket of six global tobacco stocks have produced an average total return of 43%, according to The Wall Street Journal.

2 min read

Photo via M. Chang/ZUMAPRESS/Newscom

Finance

Can a Fed Rate Cut Boost the Magnificent Seven to New Heights?

In a note last week, JPMorgan’s Andrew Tyler wrote that macro conditions could turn a widely-expected rate cut into a “sell the news” event.

2 min read
Photo by Getty Images via Unsplash

ETF Upside

How ETF Issuers Are Attracting ‘Kid-in-a-Candy-Store Money’

As new ETFs launch at breakneck speed, expensive products are raking in revenue.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Ljupco and PhonlamaiPhoto via iStock

Economics

Is Work-From-Home Still the New Normal For Corporate America?

The return-to-office orders have taken on new weight amid a softening labor market and broader economic anxiety.

6 min read

CIO Upside

Empowering CIOs to drive innovation.

Heather Ceylan, CISO of Box. Photo via Box.

In Security, ‘There’s Two Sides to AI,’ Box CISO Says
Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

How OpenAI’s Partnership With Oracle Could Alter the AI Landscape
Photo via U.S. Patent and Trademark Office

Salesforce Patent Could Recycle AI Model Outputs
Photo via U.S. Patent and Trademark Office

IBM Patent Could Rein In Power-Hungry Data Centers

ETF Upside

Research Affiliates Has a New Feather in Its Cap-Weighted Line

Photo by Getty Images via Unsplash

The firm’s founder claims a new ETF using fundamentals beyond market-cap weighting to determine holdings is the next big thing.

2 min read

Photo by Tim Trad via Unsplash

ETF Upside

Big Bank ETFs Are Big Winners in 2025

Funds holding large financial institutions have significantly outperformed broad market indices this year.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Silvae via iStock

Advisor Upside

Advisors Rethink Cash Ahead of Rate Cuts

Advisors are taking a variety of approaches in fixed income, stocks and alternatives.

4 min read
Photo via BalkansCat

Consumer

Drop the Ship-pers: FedEx, UPS Downgraded as US Policy Bites Into Import Revenue

According to US Customs, untaxed “de minimis” shipments accounted for 92% of all cargo entering the US, or 4 million packages a day.

2 min read

Sign Up for The Daily Upside to Unlock This Article

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