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Advisor Upside

Gen Z Prefers to Do It Themselves

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Younger investors are also more concerned with transparency and digital capabilities than returns and performance, SIFMA and KPMG found.

2 min read
Advisor Upside

How to to Talk to Clients About Private Markets

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Private equity, private credit and real assets — such as real estate and infrastructure — all serve different purposes in client portfolios.

2 min read
CIO Upside

Microsoft Wants to Improve AI-Powered Code Generation

Photo via U.S. Patent and Trademark Office

Microsoft wants to patent a system to improve how an LLM writes code in response to requests. One step is learning to recognize good code.

1 min read
CIO Upside

Will AI Be Setting Your Salary Soon? Some Workers Hope So

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AI might factor into your paycheck more and more over the next few years. Some workers expect that to make pay scales fairer.

1 min read

CIO Upside

How AI Helps Doctors Fill Patient Care Gaps

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Pangaea’s new platform aims to improve medical treatments by informing doctors of patients’ health histories and potential diagnoses.

2 min read
Finance

Can Beyond Meat’s Meme-Stock Star Turn Last Beyond Last Week?

Photo via Richard B. Levine/Newscom

Beyond reported a 20% year-over-year revenue decline in its latest quarter, so this was not a fundamentals-driven rally.

2 min read
Artificial Intelligence

Alibaba Tackles American Tech Giants Head-On

Photo via Kobe Li/ZUMAPRESS/Newscom

Alibaba last week announced a new chatbot to challenge ChatGPT and new AI-powered smart glasses to challenge Meta.

2 min read
Hedge Funds

Hedge Fund Assets Reach Record $5 Trillion With Most Inflows Since 2007

Photo via Jimin Kim/ZUMAPRESS/Newscom

The last time this many people piled into hedge funds, the only great recession anyone might have been aware of was Larry David’s hairline.

1 min read

ETF Upside

Goldman’s New Fund Designed for PE Returns, Sans the PE

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The Goldman Sachs MSCI World Private Equity Return Tracker ETF does its best to replicate PE performance with publicly traded stocks.

2 min read
ETF Upside

New CLO ETFs Launch Amid Bankruptcy-Sparked Pullback

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Banks are writing off hundreds of millions of dollars in loan defaults, and the wind down in CLO trading may not be a bad thing.

2 min read
ETF Upside

More Crypto Deals Are ‘Inevitable’ After FalconX Acquisition of 21Shares

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The acquisition marks one of the first major purchases of an ETF provider by a US crypto trading platform.

1 min read
Finance

The ‘Everything App’: How Robinhood Grew From Trading Platform to Financial Ecosystem

Photo illustration by Connor Lin / The Daily Upside, Photos by Ljupco, Comzeal, and CreativaImages via iStock

Still in the “early innings of its growth story,” Robinhood has morphed from an app with crowdsourced stock advice to a financial ecosystem.

5 min read

Advisor Upside

Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

Photo illustration by Connor Lin / The Daily Upside, Photos by YakobchukOlena and Rawpixel via iStock

As mega RIAs get bigger, some advisors are saying that the independent channel is beginning to look a lot like Wall Street.

4 min read
ETF Upside

What’s the Difference Between 351 Exchanges and Exchange Funds?

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Either one of these popular tax-advantaged strategies can help clients diversify and defer tax bills, but they can be complex as well as costly.

4 min read
Energy

Oil Spikes as US Sanctions Russian Producers to Undermine Putin’s War Machine

Photo via imageBROKER/Ron Buskirk/Newscom

Shell and BP shares rose roughly 3% on Thursday, while US majors Exxon Mobil and Chevron were more muted, up 1.1% and 0.6% respectively.

2 min read
Finance

Stampeding Bull Market Will Keep Bears at Bay for Another Year, Investors Predict

Photo via Jimin Kim / SOPA Images/Sipa USA/Newscom

The S&P 500 has climbed 35% since its April low and roughly 90% since the beginning of its bull run in 2022.

2 min read
Technology

Quantum Computing Stocks Power Upward on Hopes of Multimillion-Dollar US Investment

A model of inside a quantum computer on display at Terminal 1 in Chicagoâs O’Hare International Airport on Sept. 25, 2025. The exhibit is organizedÂ by members of the STAGE Center at the University of Chicagoâs Pritzker School of Molecular Engineering and IBM.Â (Dominic Di Palermo/Chicago Tribune/TNS) (Newscom TagID: krtphotoslive956980.jpg) [Photo via Newscom]

The Commerce Department is reportedly in talks with top quantum computing companies about awarding at least $10 million to each company.

2 min read
ETF Upside

Vanguard Gets the VOO Proxy Vote Out

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Soon, ETF shareholders may opt for proxy policies that could support (or oppose) issues like the $1 trillion Tesla pay package for Elon Musk.

2 min read
CIO Upside

Google Wants to Fix a Lot About Video

Photo via U.S. Patent and Trademark Office

From avatars’ face movements to audio enhancement, Google is seeking to patent methods for improving video calls.

2 min read
CIO Upside

How Next-Gen Cybersecurity Workers Are Adapting to the Age of AI

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The fundamentals of cybersecurity remain the same, but the skills that employers demand along with them are constantly evolving.

1 min read

Advisor Upside

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

Nelson Peltz Says $7B Take-Private Bid Would Let Janus Henderson ‘De-Risk’

Photo via Kris Tripplaar/Sipa USA/Newscom

2 min read
Keurig Dr Pepper’s Shares Fizz Amid Private Equity Cash Infusion

Photo via RICHARD B. LEVINE/Newscom

1 min read
Qualcomm Makes a Play for AI Chip Market Dominated by Nvidia, AMD

Photo via Pradeep Gaur/ZUMAPRESS/Newscom

2 min read

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