The Daily Upside

Markets

Retail Investors Risk Ominous Opportunity Cost With Private Investments, Moody’s Warns

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The private sector took off after traditional banks pulled back from some risky lending following the 2008 financial crisis.

2 min read
Advisor Upside

Financial Uncertainty Spurs Anxiety and Depression

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Nearly 70% of Americans said financial uncertainty has made them anxious and depressed, according to a Northwestern Mutual report.

2 min read
Advisor Upside

How Advisors Can Harness Media to Reach Gen Z

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Advisors need to embrace social media, podcasting, and client testimonials if they want to reach Gen Z clients, marketing experts say.

2 min read
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

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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

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“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

Advisor Upside

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

How Financial Planning Can Help Treat the ‘Financial Toxicity’ of Cancer

Photo illustration by Connor Lin / The Daily Upside

5 min read
Why Is the Job Market so Tough for Younger Workers?

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

5 min read
More Adult Children Are Supporting Their Parents. It May Cost Them in Retirement

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2 min read

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