The Daily Upside

Advisor Upside

3 Trends Expected to Give Advisors Hangovers in 2025

Photo via Connor Lin / The Daily Upside

The research and advisory firm Forrester found that adapting to new technologies is paramount to financial services firms.

1 min read
Markets

BlackRock Strikes Deal With Banks to Provide Closely Held Bond Price Data

Photo by Hapabapa via iStock

Real-time prices for corporate bonds are hard to come by. A handful of banks want to bring the closely guarded data into the 21st century.

1 min read
Industries

Spirit Airlines Finally Files for Chapter 11 Bankruptcy

Photo by Randolph Rojas via Unsplash

Budget-friendly Spirit Airlines hasn’t reported an annual profit since 2019, and has lost some $2.2 billion since 2020.

1 min read
Autos

Tesla Rides Higher on Self-Driving Regulation Report

Photo by Moritz Kindler via Unsplash

The Trump White House may usher in a big loosening of the rules around cars that can operate without human drivers.

2 min read

Patent Drop

Can Microsoft’s Bing — or Anyone Else — Ever Overtake Google?

Photo via U.S. Patent and Trademark Office

Microsoft wants to get up close and personal to make its search results better.

2 min read
Patent Drop

JPMorgan Chase May Use Blockchain to Check Facts

Photo via U.S. Patent and Trademark Office

Core blockchain technologies themselves are being adopted at a more gradual pace.

2 min read
Patent Drop

Adobe Wants to Fix When AI Starts to Drift

Photo via U.S. Patent and Trademark Office

Adobe wants to stop AI models from losing their trains of thought.

2 min read
Media & Entertainment

Warner Bros. Discovery isn’t out of the NBA Business Just Yet

(Photo by Marius Christensen on Unsplash)

The longtime broadcast partner may soon be losing out on live games, but Warner Bros. Discovery won’t be completely sidelined by the NBA.

2 min read

Banking

Wall Street’s Trading Assets Cross $1 Trillion

Photo by Chenyu Guan via Unsplash

It’s got to be at least a yellow flag whenever 2008 — the height of the Great Recession — is your point of reference, no?

2 min read
Economics

The US Dollar is Flexing Muscle, Putting the Rest of the World on Notice

Photo by Pabradyphoto via iStock

The US greenback has appreciated 2.65% against a basket of its developed market peers since the election and is at a two-year high.

2 min read
Geopolitics

Saudi Arabia Pulls Back as Trump Reemerges on World Stage

Photo illustration by Connor Lin / The Daily Upside, Photos by Gage Skidmore via CC BY-SA 2.0 and Kremlin.ru via CC BY 4.0

Saudi Arabia’s Mammoth Public Investment Fund Turns Inward Just As One of the Country’s Top Allies Reclaims the White House.

6 min read
M&A

Cheerios Owner Buys Petcare Brand for $1.45 Billion

Photo by Pitipat Usanakornkul via Pexels

Snacking conglomerates all agree: Petcare mergers and acquisitions are the cat’s pajamas. Just ask General Mills.

1 min read

Media & Entertainment

Disney’s Streaming Bet is Paying Off. So What’s Next?

Photo by David Peperkamp via iStock

Has Bob Iger now done it? Has he restored the magic, the thing defeated activist agitator Carl Icahn said was missing?

2 min read
Big Tech

Meta Jostles With EU and US Regulators in Same Week

Photo by Sanket Mishra via Pexels

European authorities fined Meta for allegedly engaging in antitrust behavior by favoring its classified service Facebook Marketplace.

2 min read
Patent Drop

Ford EV Slowdown Signals a Market “Inflection Point”

Photo via U.S. Patent and Trademark Office

Charging infrastructure remains a barrier in EV adoption.

2 min read
Patent Drop

Disney Doesn’t Want to be Left Behind in AI

Photo via U.S. Patent and Trademark Office

The company’s recent patent signals that AI is coming both for the world of advertising and entertainment at large.

2 min read
Patent Drop

Salesforce Wants an AI That Can do it All

Photo via U.S. Patent and Trademark Office

Salesforce’s patent for a multi-talented AI assistant signals that language models need to be more than just chatbots to be useful.

2 min read
Advisor Upside

Inside Wells Fargo’s Bet on Independent Advisors

Photo by Sven Piper via Unsplash

The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain advisors.

2 min read
Advisor Upside

Why Nvidia in the Dow Is Bad News for Dividend Investors

Photo via Nvidia Media Assets

The index investors consider as a basket of blue chip stocks has taken a hard turn toward growth, and away from mature dividend stocks.

2 min read
Advisor Upside

Wall Street Bonuses Surge for First Time Since 2021

Photo by Lucky Photographer via iStock

The past two years haven’t been too kind to Wall Street comp plans, but that might be changing as bonuses make a comeback.

2 min read

Advisor Upside

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

The AI-Powered Income Planning Revolution Has Arrived

Photo via Income Lab

4 min read
What’s Behind the SEC’s New Crypto Proposal?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

1 min read
How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

Photo by Curated Lifestyle via Unsplash

2 min read

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