The Daily Upside

ETF Upside

An ETF for the Buy Now, Pay Later Market

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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

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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

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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

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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

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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

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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

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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

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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’

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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

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

2 min read
ETF Upside

Vanguard Changes Leadership on 44 Funds, Including World’s Largest

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Most of the affected Vanguard index mutual funds and ETFs have co-managers, but several are now operating under single portfolio managers.

1 min read

ETF Upside

Will AI Give the Free Markets ETF an Edge?

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A new ETF from several firms is banking on opportunities for active management amid a deregulatory White House agenda.

2 min read
Technology

Amazon’s Driverless Cab Company Zoox Revs Up ‘Toaster Taxis’

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After opening a new factory in California, Amazon is ramping up production of its self-driving cabs ahead of a planned Vegas launch.

2 min read
Geopolitics

Cybersecurity Giant Palo Alto Networks Caught Between Opportunity and Maturity

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Cybersecurity giant Palo Alto Networks has much to gain from a splintering geopolitics, but growth is slowing at its business matures.

2 min read
M&A

‘Uncertain’ 2025, M&A Deadlock Freeze $1 Trillion in PE Assets

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PwC figures market uncertainty has kept $1 trillion in assets, which normally would have been returned to investors, locked up with private equity funds

2 min read
Advisor Upside

What’s Going on With Muni Bonds?

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Investors appear to be punishing the muni market, which comprises about 9% of the $47 trillion US bond industry.

4 min read
Economics

Is US Economic Data Getting Shakier?

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Staffing shortages, shrinking funding and decades of declining survey responses are testing an agency responsible for vital US economic data.

4 min read
Markets

Berkshire Slips Amid Concern Retiring CEO May Take “Buffett Premium” With Him

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The ‘Warren Buffett premium’ at Berkshire Hathaway is melting faster than a forgotten Dilly Bar in the wake of its CEO’s retirement plans.

2 min read
Industries

Drones Steal the Paris Air Show

Photo via IMAGO/Vincent Isore/IMAGO/IP3press/Newscom

A record number of drones are on display at the world’s largest aerospace event in Paris this week, marking a major industry milestone.

1 min read

Advisor Upside

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

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

Photo via U.S. Patent and Trademark Office

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

Photo via Rawpixel

2 min read
Why Access Controls May Be AI’s Biggest Security Vulnerability

Photo via Pavlo Gonchar

2 min read

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