The Daily Upside

Advisor Upside

Behind Schwab’s $660M Deal for Private Asset Marketplace Forge

Photo by Mike Mozart via CC BY 2.0

Investors have bought and sold more than $17 billion in private company shares using the platform.

2 min read
Advisor Upside

Most Americans Aren’t Confident about Retirement

Photo by Mehdi Mirzaie via Unsplash

Women, near-retirees and younger retirees reported the largest drops in confidence, highlighting a growing need for highly personalized planning and education.

1 min read
Advisor Upside

Billionaires Cover All the Bases with Sports Investments

Photo by Ahmet Kurt via Unsplash

10-figure families now hold sports investments in higher regard than other luxury assets, like fine art and classic cars.

1 min read
Artificial Intelligence

Apple’s Siri, Google’s Gemini and a $1B Hookup?

Photo via imageBROKER/Md Mamun Miah/Newscom

1 min read

Blockchain

Rough Week Erases Most of Crypto’s 2025 Gains

November 6, 2025, Hong Kong, Hong Kong: A Coinhero bitcoin ATM on November 6, 2025 in Hong Kong. (Credit Image: © Vernon Yuen/Nexpher Images via ZUMA Press Wire) (Newscom TagID: zumaglobalsixteen886335.jpg) [Photo via Newscom]

While digital assets are feeling the chill heading into fall, it’s too early to say it’s the start of a full-blown crypto winter.

2 min read
International Economics

China Reopening to US Soybean Imports

Photo via Jerry Mennenga/ZUMAPRESS/Newscom

China stopped buying US soybeans altogether in May, two months after suspending the import licenses of US-based CHS Inc.

2 min read
ETF Upside

State Street Renames Dozens of ETFs Ahead of 401(k) Play

Photo by Tim Mossholder via Unsplash

The company, which is planning to add mutual fund share classes to some of its ETFs, recently rebranded and put the State Street name on many ETFs while taking SPDR off of some.

2 min read
ETF Upside

Millennial Investors Plan to Beat the Market with ETFs

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More than half of millennial ETF investors told Schwab that they can and will outperform boring old index funds.

2 min read

ETF Upside

Tidal Files for Beyond Earth ETF Focused on Space Exploration

Photo by NASA via Unsplash

While far from the biggest ETFs on the market, spaced-themed funds are skyrocketing in 2025.

1 min read
Economics

US Tariffs Chew a Hole in Retailers’ (and Shoppers’) Christmas Stockings

Photo illustration by Connor Lin / The Daily Upside, Photos by Sabelskaya and Gyzele via iStock

The US has basically imposed tariffs on Christmas this year: Trees, ornaments and even gifts. Now, both shoppers and sellers feel Grinchy.

6 min read
Advisor Upside

Gen X Clients Need Help Saving for Retirement. What’s The Cure?

Photo illustration by Connor Lin / The Daily Upside, Photos by Tomwang112 and VvoeVale via iStock

How to help the ‘Whatever’ generation boost savings and live comfortably in their golden years.

4 min read
ETF Upside

It’s Part of the Game: Matt Tuttle on Closing ETFs and Looking to the Stars

ETF Upside sat down with Tuttle to discuss his approach to ETFs and what has him so interested in alien technology.

4 min read

Healthcare

CEO Says AstraZeneca Can ‘Absorb’ Costs of Trump-Driven US Deals

Photo via Cfoto/ZUMAPRESS/Newscom

AstraZeneca is the biggest drugmaker in Britain and its £193 billion ($253 billion) market capitalization tops the London Stock Exchange.

2 min read
Electric Vehicles

Tesla Votes to Make Elon Musk the $1 Trillion Man

Photo via Gage Skidmore/ZUMAPRESS/Newscom

For Musk to secure the full bag, Tesla must reach 20 million delivered EVs and a market cap of $8.5 trillion, up from $1.54 trillion today.

2 min read
Industries

FAA Cuts Flights Amid Government-Shutdown Pressure

Photo via Leonor Trinidad/EFE/Newscom

The FAA said the flight cuts are pre-emptive to prevent safety issues as potentially more air traffic controllers call out.

2 min read
CIO Upside

Microsoft Wants to Strengthen Clinical AI

Photo via U.S. Patent and Trademark Office

Microsoft wants to patent a system that thinks, acts and checks its results while handling patient data and working within hospital systems.

1 min read
CIO Upside

Entering the Agentic Age

Photo via ServiceNow

Amit Zavery, COO of ServiceNow, talks about the company’s investment in agentic AI, roadblocks to agent adoption and why agents need people.

5 min read
Advisor Upside

What Happens When Private Markets Get Opened Up to the Masses?

Photo by Getty Images via Unsplash

Increased regulation could hurt the potentially high-returns that make private markets so attractive in the first place.

2 min read
Indicators

Private Employers Add 42,000 Jobs, Marking First Net Gain Since Summer

Photo via Olivia Sun/ZUMAPRESS/Newscom

Overall employment was likely roughly flat in October due to layoffs in the federal government amid the longest shutdown in history.

1 min read
Consumer

Lovin’ It: Snack Wraps Bring Smiles Back to McDonald’s Investors (and Customers)

Photo by Robert Way via iStock

McDonald’s and other restaurants started rolling out value meals last year to keep orders coming despite economic pressures

2 min read

Advisor Upside

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

What F/m’s Latest ETF Filing Means for the Future of Tokenization

Photo by Planet Volumes via Unsplash

2 min read
Why This Rare Earth ETF Excludes the Biggest Rare Earth Market

Photo by Shane McLendon via Unsplash

2 min read
Tesla Revs Up Earnings as Investors Focus on the Future over the Now

Photo by Chris Allan via iStock

2 min read

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