The Daily Upside

3 Big Ways AI Can Smooth Your Road to Retirement

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Large language models are not only reshaping recruiting and hiring methods but also how workers approach retirement savings and planning.

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Trump Bolsters Critical Minerals Pipeline with $1.6 Billion Stake in USA Rare Earth

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The Trump administration made another move towards shoring up a US rare earth supply chain by taking a stake in an Oklahoma-based miner.

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LPL Might Not Retain 90% of Commonwealth Advisors. Why That’s Not Necessarily a Problem

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Some of the Commonwealth advisors currently in the LPL system could wind up leaving later this year.

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Succession Headaches Are Fueling M&A Activity

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A record year for deals highlights the succession challenges RIAs are struggling to overcome.

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Home Remodeling Set to Slow in Sluggish Sign for Housing Market

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New data on Americans’ home improvement plans hints at a potential slowdown in the US housing market slowdown towards the end of 2026.

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Can Big Tech Earnings Soothe Investors’ AI Bubble Worries?

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As major tech companies tee up earnings reports this weeks, shareholders are hoping their massive AI investments start generating returns.

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AI Competency May Be the Next Fiduciary Requirement

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The technology isn’t just reshaping workflows, it’s redefining the industry itself.

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Clients Are Holding Highly Leveraged ETFs Way Too Long

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The UK’s Financial Conduct Authority recently released data that found most investors aren’t using leveraged ETPs properly.

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

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The $18 billion issuer has become the first to ask regulators to make existing shares of an ETF available on the blockchain.

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Why This Rare Earth ETF Excludes the Biggest Rare Earth Market

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

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Earlier this month, Tesla shared that it delivered about 1.6 million vehicles last year, a 9% drop from 2024.

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Crypto Firm BitGo Kicks off Huge Year for IPOs

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Artificial intelligence companies Anthropic and OpenAI have already taken early steps toward an IPO, The New York Times recently reported.

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Anthropic’s Claude Code Platform Looks Like a Software Killer

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Claude Code promises to create any type of software — from analyzing specific data sets to building websites and editing photos.

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Inside Envestnet’s $1B Bet on Growth with CEO Chris Todd

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After a take-private deal in 2024, the company recently announced a $1 billion spending spree to supercharge growth.

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Limbo for Longer: Don’t Expect More Fed Rate Cuts Before Mid-2026

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2026 presents a catch-22 for the Fed. It normally cuts rates to buoy hiring, which tightened last year, but that could drive up inflation.

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Supply Shortages Send Intel Stock Sputtering

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The good news is that CFO David Zinsner said that the company expects its supply to rebound through the rest of the year.

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Huntington Bank’s 21% Growth Shows Main Street’s up for Borrowing

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Huntington Bancshares reported that its average commercial loans grew 12% from the prior quarter and 21% from a year ago in Q4.

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Procter & Gamble Lathers Up a Turnaround

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While P&G has seen low demand for a wide swath of products, not everything in its portfolio was in the red.

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Do Clients Really Trust AI with Money Questions?

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Nearly half of Americans say AI beats everyone they know regarding financial guidance, according to a new survey.

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JPMorgan Topples Dimensional for Active ETF Crown

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The firm now manages just $2 billion more than Dimensional in active ETF assets.

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Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

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Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

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Neurocrine Scoops Up Hunger-Drug Maker in Latest Multi-Billion-Dollar Pharma Deal

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