The Daily Upside

Advisor Upside

Advisors Calm Clients After Trump’s Latest Tariff Announcements

Photo via Lenin Nolly/SIPA/Newscom

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

2 min read
Advisor Upside

Osaic Touts Advisor Addition Amid Commonwealth Talent Rush

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

1 min read
Technology

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

Photo via Richard B. Levine/Newscom

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

2 min read
Social Media

Linda Yaccarino Ducks Out of X’s New Grok Era

Linda Yaccarino. Photo via Blondet Eliot/ZUMAPRESS/Newscom.

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

Industrials

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

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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
ETF Upside

What’s Inside the SEC’s Latest Crypto ETF Guidance

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The agency’s new guidelines focus on disclosures around price fluctuations and market manipulation, among other common concerns.

2 min read
ETF Upside

State Street’s PRIV Lands First Daily Inflows in Months

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The fund pulled in more than $18 million in assets over two days last week but has seen negligible interest from investors long term.

2 min read
ETF Upside

JPMorgan Files to Launch Money Market ETF

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The fund marks the latest example of issuers capitalizing on growing investor appetite for lower-risk options.

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
Markets

Improving S&P 500 Outlook Signals Revival of TINA Trade

Photo via John Angelillo/UPI/Newscom

The TINA trade has hit some snags in recent years, with bonds looking like a pretty swell alternative in an era of high interest rates.

2 min read
Media & Entertainment

Bidders Bet NYC Casino Will Become World’s Biggest

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Applications for the city’s three casino licenses were due to the New York State Gaming Facility Location Board last week.

2 min read
Consumer

Walmart Gate-Crashes Amazon’s Annual Sales Bash

Photo via Richard B. Levine/Newscom

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

Social Media

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

Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

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
Real Estate

Saudi Sovereign Wealth Fund Plans Majority Stake in $1 Billion NYC Skyscraper

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The deal is with NYC real estate developer Related, which is seeking to capitalize on the return to office push in the economic metropolis.

2 min read
Advisor Upside

The Fastest-Growing ETFs for Advisors

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Thematic and high-fee strategies were some of the more popular index funds among RIAs, according to a new report.

2 min read
Advisor Upside

Why Black Americans Save Less and How Advisors Can Help

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Even at higher income levels, Black Americans report having less saved for retirement, per the Employee Benefits Research Institute.

2 min read
Advisor Upside

Investor Advocacy Group Criticizes FINRA’s Remote Inspections

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They ‘undermine FINRA’s foundational mission of investor protection,’ says the Public Investors Advocate Bar Association.

2 min read
Banking

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

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

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
Markets

Where Are the Bond Vigilantes?

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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
Semiconductors

Chipmakers Emerge as Big Winners in ‘Big Beautiful Bill’

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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

Advisor Upside

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

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

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2 min read
Meta Investors Want Zuckerberg to Reimburse the Company

Photo via Tom Williams/CQ Roll Call/Newscom

2 min read
Bitcoin Tops $120,000 With Congress Poised to Consider Key Crypto Bills

Photo by Getty Images via Unsplash

2 min read

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