The Daily Upside

Advisor Upside

Wealthtech Booms as Ethic Lands $64M in Funding

Photo via Connor Lin / The Daily Upside

The round was led by State Street Global Advisors and will go toward building out Ethic’s accounts and model portfolios.

1 min read
Advisor Upside

Can Gold Help Weather a Downturn? Maybe

Photo by Zlaťáky.cz via Unsplash

The precious metal has been riding high lately as equities have taken a tumble after the Trump administration’s sweeping tariffs.

1 min read
CIO Upside

Want to Deploy AI Agents? Take an ‘Incremental Approach’

Photo via Dataiku

‘Agents have a huge benefit for the enterprise, and we’re only beginning to see what that may be.’

6 min read
Electric Vehicles

Musk’s Empire Feels the Burn of DOGE

Photo by Tesla Owners Club Belgium via CC BY 2.0

Elon Musk’s departure from the Department of Government Efficiency still remains something of an “if,” not a “when.”

2 min read

Advisor Upside

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

Klarna Discovers Customers Prefer Buying Now to Paying Later

Photo by Cherubino via CC BY-SA 4.0

2 min read
Gold Shines, Treasurys Lose Luster as US Credit Score Weakens

Photo by Getty Images via Unsplash

2 min read
What is Microsoft’s AI Future Without OpenAI?

Photo by Praswin Prakashan via Unsplash

2 min read

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