The Daily Upside

ETF Upside

Active Strategies Are Coming for Model Portfolios

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Asset managers said active strategies are among their top choices for new products, per Morningstar.

2 min read
ETF Upside

Vanguard Changes Leadership on 44 Funds, Including World’s Largest

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Most of the affected Vanguard index mutual funds and ETFs have co-managers, but several are now operating under single portfolio managers.

1 min read
ETF Upside

Will AI Give the Free Markets ETF an Edge?

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A new ETF from several firms is banking on opportunities for active management amid a deregulatory White House agenda.

2 min read
Technology

Amazon’s Driverless Cab Company Zoox Revs Up ‘Toaster Taxis’

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After opening a new factory in California, Amazon is ramping up production of its self-driving cabs ahead of a planned Vegas launch.

2 min read

Geopolitics

Cybersecurity Giant Palo Alto Networks Caught Between Opportunity and Maturity

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Cybersecurity giant Palo Alto Networks has much to gain from a splintering geopolitics, but growth is slowing at its business matures.

2 min read
M&A

‘Uncertain’ 2025, M&A Deadlock Freeze $1 Trillion in PE Assets

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PwC figures market uncertainty has kept $1 trillion in assets, which normally would have been returned to investors, locked up with private equity funds

2 min read
Advisor Upside

What’s Going on With Muni Bonds?

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Investors appear to be punishing the muni market, which comprises about 9% of the $47 trillion US bond industry.

4 min read
Economics

Is US Economic Data Getting Shakier?

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Staffing shortages, shrinking funding and decades of declining survey responses are testing an agency responsible for vital US economic data.

4 min read

Markets

Berkshire Slips Amid Concern Retiring CEO May Take “Buffett Premium” With Him

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The ‘Warren Buffett premium’ at Berkshire Hathaway is melting faster than a forgotten Dilly Bar in the wake of its CEO’s retirement plans.

2 min read
Industries

Drones Steal the Paris Air Show

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A record number of drones are on display at the world’s largest aerospace event in Paris this week, marking a major industry milestone.

1 min read
Artificial Intelligence

OpenAI Careens Toward Messy Divorce From Microsoft

Photo via Blondet Eliot/ZUMAPRESS/Newscom

Relations between Microsoft and its financially and technologically intertwined partner OpenAI are on the rocks.

2 min read
CIO Upside

Why is the Quantum Race Moving Faster?

Photo via Petr Sznapka/ZUMA Press/Newscom

“I don’t think we can think of this as business as usual.”

2 min read

CIO Upside

Finance Departments Struggle to Balance AI Adoption Risks With Rewards

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Figuring out where to keep a human in the loop is critical for safe deployment.

1 min read
CIO Upside

IBM Patent Seeks to Help AI Models ‘Unlearn’

Photo via U.S. Patent and Trademark Office

Enterprises are still grappling with balancing innovation and risk as the AI race rages on.

1 min read
Markets

SPAC Comeback Draws Renewed Interest from Wall Street

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According to SPACInsider data, there have been 58 SPAC offerings so far this year, one more than the total in all of 2024.

2 min read
Semiconductors

Magnificent 7 May Need to Make Room for Broadcom

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Broadcom joined the trillion-dollar club late last year, and its market cap has only continued to climb since.

2 min read
Real Estate

New Home Construction Sinks to Lowest Point Since Pandemic

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It may well be another indicator that the market is finally tipping in buyers’ favor, as the construction industry faces major headwinds.

2 min read
Advisor Upside

What the GENIUS Act Means for Stablecoins and Advisors

US Senator Bill Hagerty. Photo via Aaron Schwartz/Sipa USA/Newscom.

The bill would require tokens to be backed by liquid assets including the US dollar and short-term Treasury bills.

2 min read
Advisor Upside

Why UBS Is the Only Wirehouse to Allow Podcasting

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

For years, Mitch Slater urged UBS to let its advisors launch their own shows. Now, more than 50 advisors have them.

2 min read
Advisor Upside

How Advisors Can Avoid Becoming Over-Reliant on AI

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Even for grunt work tasks, unchecked AI use can wind up hurting relationships.

1 min read

Advisor Upside

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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

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2 min read
PEPs Are Popping Seven Years After Secure Act Passage

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2 min read
Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

Photo by Krisztina Papp via Unsplash

1 min read

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