The Daily Upside

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

Real Estate

A Rate Cut May Be The Push The Housing Market Needs

Photo by Ar. Md. Afnan Hossain via Unsplash

An interest rate cut would mean a lot of things: one undoubtedly good one would be a housing market more welcoming to buyers.

2 min read
Big Tech

Alphabet Rides The AI Wave Over The $3 Trillion Mark

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

Alphabet is the newest member of the $3 trillion club, and it’s counting on rolling AI ambitions to take it higher.

2 min read
Investments

Buffett’s Berkshire’s Short Term Interest Rate Path Differs From Megarich Peers

Photo via Lu Beifeng/VCG/Newscom

Warren Buffett’s Berkshire Hathaway’s investment strategy faces a cash conundrum with interest rates poised for a cut.

2 min read
ETF Upside

BlackRock Is Reportedly Boarding the Tokenized ETF Train

Photo by Balazs Busznyak via Unsplash

The New York-based firm is planning to launch some of the first tokenized ETFs, according to a report.

1 min read

ETF Upside

Vanguard Adds Long-Overdue Junk Bond ETF at Tricky Time

Photo by James Coleman via Unsplash

The company filled a hole in its fixed-income ETF line — but the timing may not be ideal, given relatively low yields in junk bonds relative to Treasurys, one observer said.

2 min read
ETF Upside

New ETF Shop Snags Former Janus Henderson Exec

Photo by Planet Volumes via Unsplash

Reckoner Capital Management, which added its Leveraged AAA CLO ETF in July, has aspirations of building out a global credit business.

1 min read
Markets

Trump Says Wall Street Should Ditch Quarterly Earnings: What Would That Mean?

Photo via JOHN ANGELILLO/UPI/Newscom

President Trump wants to end mandated quarterly financial reports for publicly traded companies. Odds are his dream comes true.

2 min read
Big Tech

Apple May Still Be a Hitmaker After All

Photo via Wu Xiaoling / Xinhua News Agency/Newscom

Apple’s latest generation of iPhones were debuted with modest aplomb last week. Presales show the company has plenty to be confident about.

1 min read

Economics

What To Expect After The Fed Cuts Rates

Photo via Tanarch

The Federal Reserve is poised to cut interest rates this week, but whether the era of “higher-for-longer” rates is over is another matter.

2 min read
Advisor Upside

Rich Clients Want Lending. Merrill Lynch Is Ready for Them

Photo by JHVEPhoto via iStock

Merrill launched a new credit unit for high- and ultra-high net worth clients last week.

1 min read
Advisor Upside

What to Ask During Client Discovery Meetings

Photo by Getty Images via Unsplash

Open-ended queries allow clients to reflect on their financial situation and goals — possibly in ways they’ve never even considered.

2 min read
Advisor Upside

What It Means to Serve Women Clients

Photo by Andrej Lišakov via Unsplash

Research shows that 80% of women will leave their advisor following the death of their spouse.

2 min read
CIO Upside

Salesforce Patent Could Recycle AI Model Outputs

Photo via U.S. Patent and Trademark Office

Reusing old responses could help save the model energy.

1 min read
CIO Upside

How OpenAI’s Partnership With Oracle Could Alter the AI Landscape

Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

Even for major AI firms, ‘you can’t do it alone.’

2 min read
CIO Upside

In Security, ‘There’s Two Sides to AI,’ Box CISO Says

Heather Ceylan, CISO of Box. Photo via Box.

CIO Upside sat down with Box’s recently appointed CISO to discuss emerging threats, AI agents in security and her new role.

2 min read
Advisor

Morgan Stanley’s Sarah Cummings on the Growing Role of Active Fixed Income ETFs and Options-Based Products in Advisor Portfolios

5 min watch

Advisor Upside

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

Eli Lilly’s Sterling Results Highlight Rival Novo Nordisk’s Fading Fortunes

Photo by Douglas Cliff via iStock

2 min read
Chipotle Struggles as Customers Skip the Guac

Photo by Anne Czichos via iStock

2 min read
Trial Truce: US, China Negotiate Yearlong Trade Détente

Photo via Daniel Torok/WH / Polaris/Newscom

2 min read

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