The Daily Upside

Advisor Upside

Morningstar’s CEO Kunal Kapoor on Private Assets and ‘Extracting Gold’

Photo via Morningstar

Over the past eight years, Kapoor has helped the company expand its workforce to over 10,000 employees and boost its stock price more than threefold.

3 min read
Advisor Upside

Succession Planning Vacuum Risks Alienating RIA Clients, Next-Gen Leaders

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Just 6% of advisors nearing retirement have a fully documented succession plan, raising the risk that their businesses will lose clients and struggle to find leaders.

2 min read
Advisor Upside

Family Offices Explore Private Credit as Private Equity Returns Stall

Photo via Spencer Jones/Plexi Images/GHI/Universal Images Group/Newscom

Economic uncertainty and rising geopolitical tensions have family offices becoming more selective with their allocations, per BlackRock.

1 min read
Social Media

Bumble Swipes Left on a Third of Its Workforce

Photo by Good Faces Agency via Unsplash

Bumble and Match both reported annual declines in revenue and the number of paying daters using their apps in 2025’s first quarter

1 min read

Energy

Shell Dismisses BP Takeover Talks as Mere ‘Speculation’

Photo via Karol Serewis/ZUMAPRESS/Newscom

A megamerger of this sort would vault Shell’s market cap closer to ExxonMobil’s $468 billion and likely beyond Chevron’s $248 billion.

2 min read
Real Estate

What Does Mamdani’s Primary Win Mean for New York Real Estate?

Photo by Stephen McFadden via Unsplash

To say housing is the defining issue in current New York City politics is likely a massive understatement.

2 min read
Economics

Jerome Powell is Finally Getting Specific

Photo via ANNABELLE GORDON/UPI/Newscom

Simply put, Powell says he needs to wait and see June and July price data to know just how impactful and inflationary tariffs have been.

3 min read
Healthcare

AstraZeneca and Daiichi Sankyo Treatment Wins First of Its Kind FDA Blessing to Treat Lung Cancer

Photo via Cfoto/ZUMAPRESS/Newscom

Like many other major pharmaceutical companies, AstraZeneca is facing a series of patent cliffs for key treatments in its portfoilio.

2 min read

Industries

Carnival Cruises Past Market Expectations in Boon for Shares

Photo via Dave Cullen/EEm/SIPA USA/SportPix/Sipa USA/Newscom

The choppy waters predicted for the cruise industry this year were based on the very real risks of trade wars and real wars.

2 min read
ETF Upside

An ETF for the Buy Now, Pay Later Market

Photo by Yunus Tuğ via Unsplash

The buy now, pay later business has a stigma that could hold back a proposed ETF focused on the market, one observer noted.

2 min read
ETF Upside

The Rise of the Buffer ETF

Photo by Fellipe Ditadi via Unsplash

Assets under management in defined outcome ETFs are expected to top $650 billion by 2030, according to BlackRock data.

2 min read
ETF Upside

RFG’s Bluemonte Jumps Into ETFs

Photo by Getty Images via Unsplash

The RIA’s investment manager recently launched a suite of nine products across a range of asset classes.

1 min read

Advisor Upside

Social Security Insolvency Looming Closer Than Expected

Photo via imageBROKER/Jim West/Newscom

The Social Security trust funds will only be able to pay out 77% of benefits by 2034, a new report from the administration found.

2 min read
Advisor Upside

How the CFP Board Is Leading the Charge on AI

Photo via Connor Lin / The Daily Upside

The nonprofit certification body has formed a working group to address the challenges and opportunities of AI for advisors.

2 min read
Advisor Upside

How 401(k) Providers Are Filling the Gaps in Financial Advice

Photo by Getty Images via Unsplash

The majority of 401(k) participants are planning for retirement without the help of advisors, according to a new Cerulli report.

2 min read
International Economics

Markets Stay Relatively Calm as Fragile Ceasefire Deal Follows Missile Strikes

Photo via Christian Charisius/dpa/picture-alliance/Newscom

While the headlines screamed conflict, maneuvers by the US on Monday signaled to markets that the prevailing mood was one of compromise.

2 min read
Blockchain

Fiserv Connecting Thousands of Banks to Crypto with New Stablecoin Platform

Photo via Kris Tripplaar/Sipa USA/Newscom

Financial institutions are racing to get into stablecoins as the Genius Act makes its way toward POTUS Trump’s desk.

2 min read
Healthcare

Novo Nordisk Backs Away From Hims & Hers Partnership

Photo via Abaca Press/Blondet Eliot/Abaca/Sipa USA/Newscom

Novo and Hims’ April team-up turned the two firms from competitors into collaborators at just the right moment.

2 min read
CIO Upside

Increasing Your Enterprise’s ‘Adaptability Quotient’

Photo via Salesforce

Staying flexible and informed can help your enterprise get the most out of AI agents.

6 min read
ETF Upside

Active Strategies Are Coming for Model Portfolios

Photo by Graham Mansfield via Unsplash

Asset managers said active strategies are among their top choices for new products, per Morningstar.

2 min read

Advisor Upside

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

China’s Revolutionary DeepSeek Turns to American Hardware for Upgrade

Photo by Solen Feyissa via Unsplash

2 min read
Trump Admin’s MAHA Agenda Brings Politics to the Dinner Table

Photo via Franki Chamaki

1 min read
Warren Buffett Reveals Multibillion-Dollar Pre-Retirement Bets

Photo via Dennis Van Tine/ZUMAPRESS/Newscom

2 min read

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