The Daily Upside

Advisor Upside

Americans Are Abandoning Dreams of Home Ownership, Retirement

Photo by Jakub Żerdzicki via Unsplash

Eight in 10 of the 5,000 people U.S. Bank surveyed said they feel anxious about stock market fluctuations.

2 min read
Advisor Upside

Why Integrated Partners’ Paul Saganey Wants to ‘Love Chaos’

Paul Saganey

The CEO talks growth challenges, the consequences of this year’s volatility and how the Great Wealth Transfer is reshaping the advisor space.

3 min read
Banking

Self-Help or Self-Sabotage? Activist’s Proposal for UBS to Leave Switzerland Risks Spiking Costs

Photo via imageBROKER/Joko/Newscom

In 2009, UBS reportedly threatened to leave the country if it deemed post-fiancial crisis regulations to be heavy-handed.

2 min read
Finance

Investors Have a Question About SEC’s Policy Shift on Arbitration: Cui Bono?

Photo via Tom Williams/CQ Roll Call/Newscom

Class-action securities settlements in 88 cases totaled about $3.7 billion in 2024, according to data collected by Cornerstone Research.

2 min read

Electric Vehicles

Tesla Grapples With Threats on All Fronts

Photo via Stanislav Kogiku / AFLO Sports/Newscom

And yet, last week, Tesla scored a couple key brownie points from Wall Street analysts. So why the optimism?

2 min read
ETF Upside

What’s Up with the Crazy Flow Volatility at ARK’s ETFs?

Photo via Omar Marques/ZUMAPRESS/Newscom

Competing theories have been proposed to explain why billions of dollars have gone into and out of several ARK ETFs in recent weeks.

2 min read
ETF Upside

Why Rate Cuts Could Benefit an Already Booming ETF Industry

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

The Federal Reserve’s decision may not have been a surprise, but ripple effects are already being felt across the industry.

2 min read
ETF Upside

SEC Turbocharges Crypto ETP Approvals

Photo by NASA via Unsplash

Generic listing standards for crypto exchange-traded products could open the floodgates for ETPs beyond spot Bitcoin and Ethereum.

2 min read

Media & Entertainment

What’s Next for the Murdoch Empire?

Photo illustration by Connor Lin / The Daily Upside, Photos by Polaris, imageSPACE, Jimin Kim, Hailey Swanson, and Abaca Press via Newscom

Lachlan Murdoch’s moves so far are clearly those of someone who came of age during an era of rapidly advancing digitization.

6 min read
Advisor Upside

Why ‘Throwing Darts’ in Private Markets Isn’t Enough

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

The opportunities to invest are expanding, but due diligence is key.

4 min read
Advisor

Grayscale’s Zach Pandl Urges Advisors to ‘Just Get Started’ with Crypto, Highlights AI-Blockchain Frontier

6 min watch
Big Tech

Meta Wins Wall Street Votes of Confidence With Cl-AI-rvoyant Glasses

Photo via Meta

Meta will likely soon face competition from Amazon, Alphabet, Snap and other tech firms with augmented-reality glasses in development.

2 min read

Personal Finance

Amex Puts a Platinum Price Tag on Signature Luxury Card

Photo via American Express

American Express justifies the hike with more than $3,500 in benefits, including credits that go towards dining, flights, and entertainment.

1 min read
Semiconductors

Nvidia Gives Intel a $5 Billion Helping Hand

Photo via imageBROKER/Md Mamun Miah/Newscom

Unfortunately for Intel, the deal does not provide a direct lifeline to its floundering chipmaking foundry business.

2 min read
Technology

Quantinuum Trims the Timeline for Quantum Computing

Photo via Marijan Murat/dpa/picture-alliance/Newscom

Quantum computers are expected to solve previously unsolvable problems (or ones that would take ages) across industries.

1 min read
Healthcare

Eli Lilly Upstages Novo Nordisk in Obesity Pill Face-Off

Photo via James Black/Icon Sportswire DHN/James Black/Icon Sportswire/Newscom

Both companies have been desperate to innovate beyond their current injectable GLP-1 weight-loss drugs for a while now.

1 min read
Markets

Small-Cap Russell 2000 Shakes Off Four-Year Funk on Rate Cut

Photo via JOHN ANGELILLO/UPI/Newscom

The hope for the S&P 500’s small-cap cousin after the Fed’s rate cut tells an important story about the broader economy.

2 min read
Advisor Upside

What Does the Fed’s Rate Cut Mean for Clients?

Jerome Powell, Chair of the Federal Reserve. Photo by Federal Reserve Board of Governors via PDM 1.0.

Many advisors say the move isn’t enough to significantly change strategies.

2 min read
Advisor Upside

Advisors and Clients Just Don’t See Eye-to-Eye on the Economy

Photo via Connor Lin / The Daily Upside

The gap reflects a growing divergence in experiences and strategies.

1 min read
Advisor Upside

How Next-Gen Advisors Are Breaking Into the Industry

From left: Nana Kojo Kesseh, Seyi Olabanji, Dre Watson at the 2025 African American Financial Advisors Association conference in Washington DC.

Early career advisors discuss what they need to succeed and how their generation thinks about finances.

1 min read

Advisor Upside

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

Fiserv Loses Nearly Half Its Market Cap After ‘Abysmal’ Quarter

Photo by hapabapa via iStock

2 min read
Amazon Job Cuts Broaden Big Tech’s Layoff Barrage

Photo via CentralITAlliance

2 min read
Wall Street GOAT: Nvidia Rides Deal Bonanza to $5 Trillion Market Cap

Photo via Aflo/ZUMAPRESS/Newscom

2 min read

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