The Daily Upside

SEC Lightens Up on Enforcement

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Companies will have double the time to respond to notorious Wells notices, letters telling them they will likely face charges.

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April Introduces AI-Powered Tax Planning, Prep for Advisors

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The tools help wealth shops deliver tax services without building a practice from scratch.

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After Supreme Court Ruling, Advisors Reassess Tariff Risk

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The implications of tariffs may be felt in financial plans for years to come.

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Clients’ Medicare Costs Set to Soar in 2026

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Out-of-pocket care expenses for a healthy couple are near $1 million, and federal policy proposals could soon make matters worse.

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Anthropic Tussles with Pentagon as AI Goes to War

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Anthropic is insisting that its AI shouldn’t be used for surveillance or the development of automated weapons.

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Gilead Strikes $7.8 Billion Deal for Control of Cancer Biotech Arcellx

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The pharma giant already held an 11.5% stake as part of a 2022 effort to co-develop and co-commercialize the cancer treatment anito-cel.

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Hypothetical AI Doomsday Scenario Lights Up Wall Street’s HALO Trade

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A post from Citrini Research has drawn widespread attention for its imagining of a 2028 in which AI leads to unceasing white collar layoffs.

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Altruist CEO Jason Wenk Talks AI After ‘Unusual’ Wall Street Selloff

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The firm’s new artificial intelligence-powered tax agent writes unique code for each individual client.

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SEC Pushes Back Fund Reporting Requirements

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The agency, which is on a deregulatory tear, is setting itself up to roll back Biden-era public-reporting rules for mutual funds and ETFs.

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BlackRock Doubles Down on Ethereum With Latest Staked ETF Filing

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Staked crypto ETFs are launching left and right, but there are risks.

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Roku Is Quietly Becoming a Media Power Player

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In its fourth-quarter earnings call last week, Roku announced its platform revenue grew 18% year-over-year to reach $1.2 billion.

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Point72 Tops Citadel and Millennium Returns as Multi-Strategy Funds Soar

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Global hedge fund industry capital in 2025 ended the year at a record $5.15 trillion, according to data from Hedge Fund Research.

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Trump Deploys New Tariff Tactics After Supreme Court Rejects Emergency Levies

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Up to $175 billion of illegally collected tariffs could now be eligible for rebates, economists at Penn Wharton estimate.

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Vegan ETF Issuer Preps an International Flavor

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There’s one ETF option for investors who specifically want to align their dollars with vegan causes. Another fund is coming to the market.

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Advisors Muscle Up Client Portfolios as Dollar Weakens

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

The US dollar has lost 10% of its relative value over the past year, presenting risks and opportunities.

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The Taxman Still Cometh, But May Take Away Less

Photo illustration by Connor Lin / The Daily Upside

Thanks to a sweeping bill enacted by Congress last year, many American taxpayers may owe less to the IRS this April than we feared.

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Supreme Court Rules White House Lacks Authority for Billions of Dollars in Tariffs

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The US Supreme Court struck down tariffs imposed by President Trump on an array of trading partners, upending a signature White House policy.

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DoorDash Delivers Fresh Profits with a Soggy Forecast

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The delivery giant’s revenue in the winter quarter climbed 38% compared to the same time last year, for a total near $4 billion.

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Tariff Costs Triple for Midsized US Businesses: JPMorgan

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For mid-sized firms largely lack the ability to dictate trade terms or shuffle their supply chains, making tarriffs a major pain.

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Is Walmart’s Yearly ‘Humble Brag’ Obscuring the Retailer’s Strength?

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The majority of Walmart’s gains came “from households making more than $100,000,” continuing a trend of wealthy shoppers turning to bargains.

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Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

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Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

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

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