The Daily Upside

Advisor Upside

Most Americans Question Online Financial Information

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Some 80% of Americans are skeptical of the investment and saving information they find on social media.

2 min read
Finance

Robinhood, AppLovin Locked Out of S&P 500 Yet Again

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Conventional wisdom says being on the S&P 500 is a status symbol that is supposed to come with plenty of benefits.

2 min read
Consumer

Not Lovin’ It: McDonald’s Suffers Third Downgrade in as Many Trading Days

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Could GLP-1 weight loss drugs like Ozempic and changing economic winds really take a bite out of the almighty Big Mac?

2 min read
Artificial Intelligence

Meta’s Scoping Out a Superintelligence Lab

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As ChatGPT’s partial outage yesterday goes to show, AI companies are still struggling to scale up to artificial general intelligence.

2 min read

ETF Upside

Schwab Keeps Industry’s ETF Fee Cuts Rolling

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Vanguard reduced fees on 87 funds earlier this year, and Schwab just lowered costs on ETFs with $66 billion in total assets.

2 min read
ETF Upside

Weight-Loss Drug ETFs Generate Skinnier Returns Than Expected

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ETFs tracking the performance of weight-loss drugs have largely underperformed since launching in late 2023.

2 min read
ETF Upside

WisdomTree Branches Out to Private Credit

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The company is prepping a private credit mutual fund that adds a unique flavor — tokenization.

2 min read
Media & Entertainment

Warner Bros. Discovery Formalizes Break-Up Plans

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Like the rest of its pre-streaming Hollywood peers, Warner Bros. Discovery finds itself trapped between two eras.

1 min read

Big Tech

Apple Still Won’t Ride the AI Hype Train

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At its annual Worldwide Developers Conference on Monday, Apple announced a slew of incremental updates to its AI offerings.

2 min read
International Economics

Washington Trade Talks With Beijing Drive S&P 500 Toward Record High

Photo via Li Ying / Xinhua News Agency/Newscom

The on-off dynamic of the US-China economic relationship so far this year would make the writing rooms of most soap operas blush.

2 min read
Advisor Upside

Advisors Go Risk-On Heading Into 2H

Photo via Jimin Kim/ZUMAPRESS/Newscom

It’s been a sweet-and-sour first half for the markets, but advisors expect the second half to be a whole lot tastier.

2 min read
Advisor Upside

Morgan Stanley, American Funds Earn Top Rankings From Financial Advisors

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Fees and returns are important to advisors, but so are branding and customer service.

1 min read

Advisor Upside

Retirement Contributions Hit All-Time High, Fidelity Says

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Fidelity’s Q1 2025 report found that Americans are putting income into their 401(k)s at record rates.

2 min read
CIO Upside

JPMorgan Chase Patent Tackles Synthetic Data Bias

Photo via U.S. Patent and Trademark Office

“Biases can significantly impact the equity of machine learning models and their decisions.”

1 min read
CIO Upside

Which Industries Need AI Skills the Most?

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Finding a jack of all trades is difficult in AI.

1 min read
CIO Upside

Amazon Ups Its AI Infrastructure Ante

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The cloud giant is continuing to build out its massive cloud footprint.

2 min read
Consumer

Consumer Goods Giants Slim Down to Spur Growth

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Scale for scale’s sake appears to have become passé, with conglomerates jockeying for market share with a more focused brand identity.

2 min read
Banking

Wall Street’s Elite Get Serious About Debt Alarmism

Photo via Tom Williams/CQ Roll Call/Newscom

JPMorgan CEO Jamie Dimon and BlackRock CEO Larry Fink sounded off last week about higher deficit spending in the US.

2 min read
Personal Finance

Ripped Job Market Swipes Left on New Grads

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For the first time in decades, recent college grads have a higher unemployment rate than the rest of the economy.

2 min read
ETF Upside

Asset Managers Aren’t Playing the Dual Share Class Waiting Game

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One firm is converting a $12 billion mutual fund to an ETF, and it isn’t alone in doing so before the SEC approves dual share classes.

2 min read

Advisor Upside

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

The AI-Powered Income Planning Revolution Has Arrived

Photo via Income Lab

4 min read
What’s Behind the SEC’s New Crypto Proposal?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

1 min read
How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

Photo by Curated Lifestyle via Unsplash

2 min read

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