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Advisor Upside

What to Ask During Client Discovery Meetings

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Open-ended queries allow clients to reflect on their financial situation and goals — possibly in ways they’ve never even considered.

2 min read
Advisor Upside

What It Means to Serve Women Clients

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Research shows that 80% of women will leave their advisor following the death of their spouse.

2 min read
CIO Upside

Salesforce Patent Could Recycle AI Model Outputs

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Reusing old responses could help save the model energy.

1 min read
CIO Upside

How OpenAI’s Partnership With Oracle Could Alter the AI Landscape

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Even for major AI firms, ‘you can’t do it alone.’

2 min read

CIO Upside

In Security, ‘There’s Two Sides to AI,’ Box CISO Says

Heather Ceylan, CISO of Box. Photo via Box.

CIO Upside sat down with Box’s recently appointed CISO to discuss emerging threats, AI agents in security and her new role.

2 min read
Industrials

Caught Between Painful Present and Optimistic Outlook: Copper’s Tariff Price Odyssey

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Demand for copper, already one of the most commonly used metals in the world, has surged amid the AI computing boom.

2 min read
Consumer

Big Tobacco Isn’t Up in Smoke Just Yet

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So far this year, a basket of six global tobacco stocks have produced an average total return of 43%, according to The Wall Street Journal.

2 min read
Finance

Can a Fed Rate Cut Boost the Magnificent Seven to New Heights?

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In a note last week, JPMorgan’s Andrew Tyler wrote that macro conditions could turn a widely-expected rate cut into a “sell the news” event.

2 min read

ETF Upside

How ETF Issuers Are Attracting ‘Kid-in-a-Candy-Store Money’

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As new ETFs launch at breakneck speed, expensive products are raking in revenue.

2 min read
ETF Upside

Research Affiliates Has a New Feather in Its Cap-Weighted Line

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The firm’s founder claims a new ETF using fundamentals beyond market-cap weighting to determine holdings is the next big thing.

2 min read
ETF Upside

Big Bank ETFs Are Big Winners in 2025

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Funds holding large financial institutions have significantly outperformed broad market indices this year.

2 min read
Economics

Is Work-From-Home Still the New Normal For Corporate America?

Photo illustration by Connor Lin / The Daily Upside, Photo by Ljupco and PhonlamaiPhoto via iStock

The return-to-office orders have taken on new weight amid a softening labor market and broader economic anxiety.

6 min read

Advisor Upside

Advisors Rethink Cash Ahead of Rate Cuts

Photo illustration by Connor Lin / The Daily Upside, Photo by Silvae via iStock

Advisors are taking a variety of approaches in fixed income, stocks and alternatives.

4 min read
Consumer

Drop the Ship-pers: FedEx, UPS Downgraded as US Policy Bites Into Import Revenue

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According to US Customs, untaxed “de minimis” shipments accounted for 92% of all cargo entering the US, or 4 million packages a day.

2 min read
Consumer

Starbucks Whips Up Big Bids for Its Chinese Biz

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Starbucks is said to be entertaining bids from about 10 would-be buyers that value its Chinese operations at up to $5 billion.

1 min read
Artificial Intelligence

Overenthusiastic or Just Right? The AI Boom’s Goldilocks Question

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Between 2000 and 2002, after the dot com bubble popped, the Nasdaq lost nearly 80% of its value, wiping out trillions of dollars in wealth.

2 min read
CIO Upside

Salesforce Layoffs Add Fuel to AI Job-Automation Fire

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With many workers in a state of uncertainty, ‘ignoring those fears risks disengagement and turnover,’ one expert said.

1 min read
CIO Upside

In Quantum Computing Investment, ‘The Race is On’

Photo via Galina Nelyubova

‘It will require a lot of R&D investment to unlock that potential.’

2 min read
CIO Upside

IBM Patent Could Rein In Power-Hungry Data Centers

Photo via U.S. Patent and Trademark Office

As AI development eats up a whole lot of power, tech firms could be looking for solutions.

1 min read
Healthcare

China’s Multibillion-Dollar US Pharma Pipeline Draws Scrutiny in Washington

Photo via Mu Yu / Xinhua News Agency/Newscom

China’s pharmaceutical sector, a minor player just years ago, has revved up into a global juggernaut faster than a Fuxing high speed train.

2 min read

Advisor Upside

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

Trump Says Wall Street Should Ditch Quarterly Earnings: What Would That Mean?

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2 min read
Apple May Still Be a Hitmaker After All

Photo via Wu Xiaoling / Xinhua News Agency/Newscom

1 min read
What To Expect After The Fed Cuts Rates

Photo via Tanarch

2 min read

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