The Daily Upside

ETF Upside

Harvard Owns IBIT. Is That Smart for Clients?

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Crypto assets are increasingly available as spot ETFs like IBIT, and investors may have a fear of missing out, despite the volatility.

2 min read
ETF Upside

Why ETF Investors Persistently Miss 1%-2% of Potential Returns

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ETF volatility plays a large role in the gap between returns for investors and for funds as a whole, Morningstar data show.

2 min read
ETF Upside

Vanguard Bets ETF Buyers Willing to Pay Extra for Active

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A set of Vanguard funds subadvised by Wellington will mark the first active stock-picking ETFs in the company’s fleet.

1 min read
Healthcare

Novo Nordisk Soars After 50% Ozempic Discount, Liver Treatment Approval

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Novo said cash-paying Americans can now buy Ozempic for $499 per month through various channels including its official website.

2 min read

Big Tech

Meta Focuses on New Smart(er) Glasses

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As Meta’s market cap hovers near the $2 trillion mark, a successful launch of its glasses could put the tech giant over the edge.

1 min read
Real Estate

Homebuilders Offer Best Incentives Since COVID

Photo via Eduardo Barraza/ZUMAPRESS/Newscom

A full 37% of homebuilders have slashed prices this month, down ever so slightly from a record 38% in July.

2 min read
Advisor Upside

Advisors Weigh In on the Best States to Retire

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With costs of living surging, some states fare better than others when it comes to retirement.

2 min read
Advisor Upside

Microsoft Thinks AI Can Replace Wealth Managers. Advisors Say: Yeah, Right.

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The industry isn’t sweating the new research as clients largely prefer bespoke plans from actual humans.

2 min read

Advisor Upside

Advisors Include Kids in College-Financing Talks

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Advisors are helping quell tuition anxieties by including both parents and children in client meetings.

2 min read
CIO Upside

Walmart Patent Signals AI Transformation for Bricks-and-Mortar Retail

Photo via U.S. Patent and Trademark Office

The company has spent the past few years bolstering its tech portfolio.

1 min read
CIO Upside

Why AI Augmentation Tech Is More Than a ‘Cost-Cutting Tool’

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Companies are beginning to wake up to the potential pitfalls of filling jobs with AI rather than simply letting AI assist human workers.

2 min read
CIO Upside

Why Access Controls May Be AI’s Biggest Security Vulnerability

Photo via Pavlo Gonchar

As model providers court government agencies, humans may present a major security threat.

2 min read

Energy

Oil Drilling Stuck Near 4-Year Lows, Thanks to Energy Policy Puzzle

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The Trump administration’s “drill, baby, drill” ambitions have been hampered by the reality of the global oil market.

2 min read
Media & Entertainment

Advertising Confronts AI-xistential Crisis

Martin Sorrell, founder of S4 Capital. Photo via Rita Franca/ZUMAPRESS/Newscom.

Advertising companies are scrambling to make changes as their businesses get hammered by advances in artificial intelligence.

2 min read
Technology

Can Robotaxis Take Over New York?

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Tesla and Waymo are among the entrants trying to turn congested New York City, the home of the yellow cab, into a robotaxi hub.

2 min read
ETF Upside

These ETFs Are Going Nuclear

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Energy demand is rising globally, in part because of AI use, and a handful of ETFs focused on nuclear energy stand to benefit.

2 min read
ETF Upside

Are Cyclical ETFs Worth the Boom and Bust?

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Cyclical industries can provide some regularity for ETF investors, but not without downsides.

2 min read
ETF Upside

Trump Media Delays Registration for Bitcoin ETF

Photo via Hu Yousong / Xinhua News Agency/Newscom

The filing marks President Trump’s latest move to bring his spot bitcoin strategy to the ETF market. Will advisors bite?

2 min read
Social Media

Can Reddit Provide a Human-Centric Haven from AI Chatbots?

Photo illustration by Connor Lin / The Daily Upside

In our increasingly artificial digital age, sometimes internet denizens desire an actual human touch. Enter Reddit.

6 min read
Advisor Upside

Vanguard’s Joe Davis on AI and the ‘Second Half of the Chessboard’

Joseph Davis, Vanguard’s global chief economist and global head of the Investment Strategy Group.

While predicting the future of the global economy is anybody’s guess, today’s normal is unlikely to continue.

3 min read

Advisor Upside

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

From 2x To 3x: Behind the Rise of Leveraged Single-Stock ETFs

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2 min read
International ETFs Are Up 30% This Year

Photo by Raphael Nogueira via Unsplash

2 min read
Fifth Third Targets Top 10 Bank Ranking with Comerica Takeover

Photo via Kris Tripplaar/Sipa USA/Newscom

2 min read

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