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Recent News

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Indicators

Upbeat FedEx Forecast Makes Holiday Sales Prospects Jollier

Revenue and profit growth at shipping giant FedEx bode well for the company’s overhaul efforts and the critical holiday sales season.

2 min read
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Advisor Upside

Schwab Scraps its Premium Robo Advisor Platform

Low profit margins and scalability likely contributed to Schwab’s decision to close its premium robo tier.

2 min read
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Artificial Intelligence

Child Protection, National Security Lead Proposed AI Laws from Andreesen Horowitz

President Donald Trump signed an executive order last week pressuring states to drop efforts to regulate AI on their own.

2 min read
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Advisor Upside

How Advisors Are Giving Back This Holiday Season

Advisors tend to be more financially secure than most Americans, and have the means to help out their communities.

1 min read
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Consumer

Blue Bottle Fever? China’s Luckin Coffee Weighs Offer for California Chain

In the fall quarter, Luckin Coffee raked in $2.1 billion in revenue, up 50% from the same period a year before.

2 min read
Photo by Getty Images via Unsplash

ETF Upside

New ETFs Aim to Help Investors Pay for Rising Healthcare Costs

With the average cost of health care regularly outpacing inflation, Americans are struggling to afford it.

2 min read

ETF Upside

SPYM’s $100B Milestone Might Be the Last of Its Kind

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The fund is State Street’s way of tapping the retail market, but it might be the last new dominant S&P 500 entrant.

2 min read

Patent Drop

Glimpse into the future of technology.

Photo via U.S. Patent and Trademark Office

Google Patent Highlights AI and Quantum’s Symbiotic Relationship
Photo via U.S. Patent and Trademark Office

The Time and Place for AI Code Generators
Photo via U.S. Patent and Trademark Office

Into the Future: The Patent Drop Highlight Reel
Photo via U.S. Patent and Trademark Office

Amazon Tries to Help Alexa Get Personal

Personal Finance

Bigger Social Security Checks Top 2026 Changes in Retirement Benefits

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Here’s what changes to Social Security payouts, tax deductions and Medicare premiums mean for retirees’ cash flow in 2026.

2 min read

From left: Bloomberg Senior Research Analyst James Seyffart, Head of Vanguard Global Quantitative Equity Group John Ameriks. Photo by Griffin Kelly / The Daily Upside.

Advisor Upside

Vanguard Warms Up to Crypto, Sort Of

The firm isn’t fully convinced of crypto’s place in portfolios, with one executive likening it to a ‘digital Labubu.’

2 min read
Photo via Davide Bonaldo/ZUMAPRESS/Newscom

Finance

Do McKinsey Layoffs Signal Trouble for Consulting Industry?

Fellow professional services firms such as Deloitte, Ernst & Young, and KPMG have already undergone significant layoffs.

1 min read
Photo by Mathias Reding via Unsplash

Advisor Upside

Advisors and Asset Managers Don’t See Eye-to-Eye on Alts

Asset managers ranked access to alternative investments as advisors’ top interest. Advisors placed it third to last.

2 min read

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