The Daily Upside

Credit Scores May Help Advisors Recognize Cognitive Decline

Photo by Kampus Production via Pexels

Missed credit card and mortgage payments may be signs of Alzheimer’s and dementia, New York Federal Reserve research suggests.

Loading…
3 Trends Expected to Give Advisors Hangovers in 2025

Photo via Connor Lin / The Daily Upside

The research and advisory firm Forrester found that adapting to new technologies is paramount to financial services firms.

Loading…
BlackRock Strikes Deal With Banks to Provide Closely Held Bond Price Data

Photo by Hapabapa via iStock

Real-time prices for corporate bonds are hard to come by. A handful of banks want to bring the closely guarded data into the 21st century.

Loading…
Spirit Airlines Finally Files for Chapter 11 Bankruptcy

Photo by Randolph Rojas via Unsplash

Budget-friendly Spirit Airlines hasn’t reported an annual profit since 2019, and has lost some $2.2 billion since 2020.

Loading…

Tesla Rides Higher on Self-Driving Regulation Report

Photo by Moritz Kindler via Unsplash

The Trump White House may usher in a big loosening of the rules around cars that can operate without human drivers.

Loading…
Can Microsoft’s Bing — or Anyone Else — Ever Overtake Google?

Photo via U.S. Patent and Trademark Office

Microsoft wants to get up close and personal to make its search results better.

Loading…
JPMorgan Chase May Use Blockchain to Check Facts

Photo via U.S. Patent and Trademark Office

Core blockchain technologies themselves are being adopted at a more gradual pace.

Loading…
Adobe Wants to Fix When AI Starts to Drift

Photo via U.S. Patent and Trademark Office

Adobe wants to stop AI models from losing their trains of thought.

Loading…

Warner Bros. Discovery isn’t out of the NBA Business Just Yet

(Photo by Marius Christensen on Unsplash)

The longtime broadcast partner may soon be losing out on live games, but Warner Bros. Discovery won’t be completely sidelined by the NBA.

Loading…
Wall Street’s Trading Assets Cross $1 Trillion

Photo by Chenyu Guan via Unsplash

It’s got to be at least a yellow flag whenever 2008 — the height of the Great Recession — is your point of reference, no?

Loading…
The US Dollar is Flexing Muscle, Putting the Rest of the World on Notice

Photo by Pabradyphoto via iStock

The US greenback has appreciated 2.65% against a basket of its developed market peers since the election and is at a two-year high.

Loading…
Saudi Arabia Pulls Back as Trump Reemerges on World Stage

Photo illustration by Connor Lin / The Daily Upside, Photos by Gage Skidmore via CC BY-SA 2.0 and Kremlin.ru via CC BY 4.0

Saudi Arabia’s Mammoth Public Investment Fund Turns Inward Just As One of the Country’s Top Allies Reclaims the White House.

Loading…

Cheerios Owner Buys Petcare Brand for $1.45 Billion

Photo by Pitipat Usanakornkul via Pexels

Snacking conglomerates all agree: Petcare mergers and acquisitions are the cat’s pajamas. Just ask General Mills.

Loading…
Disney’s Streaming Bet is Paying Off. So What’s Next?

Photo by David Peperkamp via iStock

Has Bob Iger now done it? Has he restored the magic, the thing defeated activist agitator Carl Icahn said was missing?

Loading…
Meta Jostles With EU and US Regulators in Same Week

Photo by Sanket Mishra via Pexels

European authorities fined Meta for allegedly engaging in antitrust behavior by favoring its classified service Facebook Marketplace.

Loading…
Ford EV Slowdown Signals a Market “Inflection Point”

Photo via U.S. Patent and Trademark Office

Charging infrastructure remains a barrier in EV adoption.

Loading…
Disney Doesn’t Want to be Left Behind in AI

Photo via U.S. Patent and Trademark Office

The company’s recent patent signals that AI is coming both for the world of advertising and entertainment at large.

Loading…
Salesforce Wants an AI That Can do it All

Photo via U.S. Patent and Trademark Office

Salesforce’s patent for a multi-talented AI assistant signals that language models need to be more than just chatbots to be useful.

Loading…
Inside Wells Fargo’s Bet on Independent Advisors

Photo by Sven Piper via Unsplash

The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain advisors.

Loading…
Why Nvidia in the Dow Is Bad News for Dividend Investors

Photo via Nvidia Media Assets

The index investors consider as a basket of blue chip stocks has taken a hard turn toward growth, and away from mature dividend stocks.

Loading…

Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

Photo by Yunus Tuğ via Unsplash

Loading…
Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom

Loading…
Neurocrine Scoops Up Hunger-Drug Maker in Latest Multi-Billion-Dollar Pharma Deal

Photo via Andre M. Chang/ZUMAPRESS/Newscom

Loading…