The Daily Upside

Advisor Upside

Microsoft Thinks AI Can Replace Wealth Managers. Advisors Say: Yeah, Right.

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The industry isn’t sweating the new research as clients largely prefer bespoke plans from actual humans.

2 min read
Advisor Upside

Advisors Include Kids in College-Financing Talks

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Advisors are helping quell tuition anxieties by including both parents and children in client meetings.

2 min read
CIO Upside

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

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The company has spent the past few years bolstering its tech portfolio.

1 min read
CIO Upside

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

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Companies are beginning to wake up to the potential pitfalls of filling jobs with AI rather than simply letting AI assist human workers.

2 min read

CIO Upside

Why Access Controls May Be AI’s Biggest Security Vulnerability

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As model providers court government agencies, humans may present a major security threat.

2 min read
Energy

Oil Drilling Stuck Near 4-Year Lows, Thanks to Energy Policy Puzzle

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The Trump administration’s “drill, baby, drill” ambitions have been hampered by the reality of the global oil market.

2 min read
Media & Entertainment

Advertising Confronts AI-xistential Crisis

Martin Sorrell, founder of S4 Capital. Photo via Rita Franca/ZUMAPRESS/Newscom.

Advertising companies are scrambling to make changes as their businesses get hammered by advances in artificial intelligence.

2 min read
Technology

Can Robotaxis Take Over New York?

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Tesla and Waymo are among the entrants trying to turn congested New York City, the home of the yellow cab, into a robotaxi hub.

2 min read

ETF Upside

These ETFs Are Going Nuclear

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Energy demand is rising globally, in part because of AI use, and a handful of ETFs focused on nuclear energy stand to benefit.

2 min read
ETF Upside

Are Cyclical ETFs Worth the Boom and Bust?

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Cyclical industries can provide some regularity for ETF investors, but not without downsides.

2 min read
ETF Upside

Trump Media Delays Registration for Bitcoin ETF

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The filing marks President Trump’s latest move to bring his spot bitcoin strategy to the ETF market. Will advisors bite?

2 min read
Social Media

Can Reddit Provide a Human-Centric Haven from AI Chatbots?

Photo illustration by Connor Lin / The Daily Upside

In our increasingly artificial digital age, sometimes internet denizens desire an actual human touch. Enter Reddit.

6 min read

Advisor Upside

Vanguard’s Joe Davis on AI and the ‘Second Half of the Chessboard’

Joseph Davis, Vanguard’s global chief economist and global head of the Investment Strategy Group.

While predicting the future of the global economy is anybody’s guess, today’s normal is unlikely to continue.

3 min read
Artificial Intelligence

China’s Revolutionary DeepSeek Turns to American Hardware for Upgrade

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Seven months after DeepSeek’s debut, it appears the company needs some American rocket power to get its AI Sputnik off the ground.

2 min read
Consumer

Trump Admin’s MAHA Agenda Brings Politics to the Dinner Table

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Most major brands in cereal, snacks, and drinks are putting out announcements about how they’re aligning with MAHA guidelines.

1 min read
Finance

Warren Buffett Reveals Multibillion-Dollar Pre-Retirement Bets

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The big surprise was a brand new, $1.6 billion stake in UnitedHealth, accumulated entirely during the second quarter.

2 min read
CIO Upside

Wells Fargo Patent Highlights Fatal Flaw in Deepfake Detection Models

Photo via U.S. Patent and Trademark Office

Synthetic content is becoming more realistic by the day. Can detection tech keep up?

1 min read
CIO Upside

How AI-Powered Robotics Face Obstacles in Real-World Scenarios

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Nvidia has announced a host of new models, libraries and infrastructure for robotics developers.

2 min read
CIO Upside

Big Tech’s AGI Dreams Overshadowed by Smaller, In-Demand AI Advances

Photo via Fumiyasu Nakatsuji/Jiji Press/Newscom

Though AGI could have some enterprise viability, most businesses are better off with small models.

2 min read
Advisor Upside

VOO Becomes First ETF to Top $700 Billion in Assets

Photo via Thomas Fuller/ZUMAPRESS/Newscom

The development illustrates Vanguard’s ongoing dominance in ETFs as well as client demand for low-cost, passive strategies.

1 min read

Advisor Upside

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

How Advisors Can Help Clients Hurt by the Government Shutdown

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2 min read
Annuity Sales Continue to Shatter Records in Q3

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2 min read
Government Shutdown Disrupts Flight Schedules, Clouds Holiday Travel Plans

Photo via JOHN ANGELILLO/UPI/Newscom

1 min read

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