The Daily Upside

Advisor Upside

Goldman, T. Rowe Team Up for Public-Private Offerings

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Investing $1 billion in T. Rowe may be more efficient for Goldman than building out its own channel.

2 min read
Advisor Upside

Next-Gen Advisors Want Clear Path to Promotion: DeVoe

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Failing to properly guide the next generation could lead to many practices losing their competitive edge.

1 min read
CIO Upside

Microsoft Targets AI’s Bias Problem in Recent Patent

Photo via U.S. Patent and Trademark Office

Bias is one of the fundamental issues that AI developers face as they build and deploy models.

1 min read
CIO Upside

Legacy Code Might Be Holding Your Enterprise Back

Photo via Chris Ried

More than 60% of U.S. companies run outdated code that cannot support cloud or AI.

2 min read

CIO Upside

Who’s Who? Identity Questions Undermine Model Context Protocol

‘There cannot be room for hallucination in that question.’

2 min read
Economics

Stalling Jobs Growth May Be Just What the Market Needs

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The latest jobs report appeared to confirm that America’s labour market is slowing, which may clinch the rate cut markets are salivating over.

2 min read
Industries

McDonald’s Chief Blasts Minimum Wage Loophole for Tipped Workers

Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

McDonald’s is battling its own industry over fast food workers’ pay, which it believes should be better, and tips, which it opposes.

2 min read
Big Tech

Alibaba Executes a Big Tech Pivot

Photo via Cfoto/ZUMAPRESS/Newscom

Chinese e-commerce giant Alibaba, having successfully diversified into cloud computing, is now making a push into artificial intelligence.

2 min read

ETF Upside

New Spot Crypto Products? Regulators Say Bring It On

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The SEC and CFTC recently issued a rare joint statement encouraging applications for new spot crypto products.

2 min read
ETF Upside

Media Companies Are Cracking the Streaming Code. Should Investors Care?

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Disney is the comeback kid of Wall Street, and other streaming giants are following suit.

2 min read
ETF Upside

LionShare’s ETF Won’t Take Dividends Lion Down

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The company’s new U.S. Equity Total Return ETF invests in other exchange-traded funds in a way that minimizes dividend payments.

1 min read
International Economics

‘Not Optimistic’: Washington Hits Tariff Impasse with Switzerland

Photo illustration by Connor Lin / The Daily Upside, Photo by Sabelskaya via iStock

Small, mountainous Switzerland — a country that ranks 61st in the world by total area — is one of the world’s biggest investors in the US.

5 min read

Advisor Upside

3 Reasons to Keep Politics Out of Portfolios

Photo illustration by Connor Lin / The Daily Upside, Photo by Dolgachov via iStock

Mixing politics and investing is like mixing emotions and math: It rarely adds up.

4 min read
Electric Vehicles

Tesla Needs its Robo-Tech to Recharge Revenue

Photo via Javier Rojas/ZUMAPRESS/Newscom

So far, Tesla has launched limited rideshare services in Austin and the Bay area, and it’s looking to expand into Florida, Arizona and Nevada.

2 min read
Real Estate

Lowe’s Lays Foundation for Housing Rebound

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In an interview with Barron’s, Lowe’s CEO Marvin Ellison said a rebound is inevitable in America’s something’s-gotta-give housing market

2 min read
Private Equity

Carlyle, Goldman Spot Dollar Signs in Private Equity’s Liquidity Logjam

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Last year marked the first time since Bain & Co started tracking data in 2005 that the private equity industry shrunk.

2 min read
CIO Upside

Developers Need More Than Speed to Succeed

Photo via Capital One

‘It’s never just about your lines of code produced,’ said Capital One’s Catherine McGarvey.

6 min read
Advisor

Alison Considine on AI, Breakaway Advisors, and the Future of Tech-Driven Wealth Management at Betterment

7 min watch
Markets

Sovereign Debt Concerns Linger as Global Bond Rout Loses Steam

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In the last decade, global government bonds with maturities over 10 years suffered a median loss of 2% in September, according Bloomberg.

2 min read
Consumer

Macy’s Makeover Smoothes Out Earnings-Related Worry Lines for Investors

Photo via Jimin Kim/ZUMAPRESS/Newscom

The department store also seems cautiously optimistic for the holidays, raising its profit forecast for the year.

2 min read

Advisor Upside

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

JPMorgan Patent Would Double-Check AI-Generated Code

Photo via U.S. Patent and Trademark Office

1 min read
Defining the ‘Why’ of Your AI

Brian Chess, SVP of AI at Oracle NetSuite.

3 min read
DoorDash Doubles Down on Robot Couriers

Photo via Serve Robotics

1 min read

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