The Daily Upside

ETF Upside

Two Income ETFs Are Goldman’s Fastest Sellers

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Consistent income and returns that mute market highs and lows are what an aging population demands from an ETF, the company says.

1 min read
Artificial Intelligence

May AI Take Your Order, Please?

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

AI is moving into jobs in food services and retail traditionally best left to humans. Can the imperfect tech give customers what they want?

5 min read
Advisor Upside

Can Buffered ETFs Reshape Portfolio Management?

Photo illustration by Connor Lin / The Daily Upside

Defined-outcome funds took in more than $8 billion during the first half of 2025.

5 min read
Energy

Exxon and Chevron, Rivals Turned Frenemies, Face Profit Pressure-Cooker

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Rather than jockeying for an advantage in their weakened state, the two longtime rivals are set to work together more and more.

3 min read

Finance

Barnburner Figma IPO Offers Good Omen as Klarna Reconsiders Debut

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The company’s shares soared 250% in their New York Stock Exchange debut, yielding a market capitalization of $47 billion.

2 min read
Big Tech

Big Tech Pulls Off a Very Big Earnings Week

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The reports made one thing clear: Big Tech’s big AI bet is already paying off — which explains why they can’t help but double down.

2 min read
CIO Upside

Demand for Cloud, Data and Cybersecurity Skills Outranks AI

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Employees can leverage AI more effectively when they possess the other skills

2 min read
CIO Upside

Double Whammy: When Insecure Code Meets Burned-Out Cybersecurity Teams

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‘They’re pushing code that they know has vulnerabilities.’

2 min read

CIO Upside

IBM Patent Leverages AI to Fix AI

Photo via U.S. Patent and Trademark Office

Throwing AI at problems might not always be the answer.

1 min read
M&A

Palo Alto Networks Broadens Cybersecurity Consolidation With $25B Deal

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With CyberArk, Palo Alto enters into the “identity security” market, now at an “inflection point” due to the rise of agentic AI.

2 min read
Banking

Evercore’s Purchase of Robey Warshaw May Birth Trans-Atlantic M&A Titan

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The deal will help bolster Evercore’s presence in Europe, where it placed 13th by deal volume in PwC’s advisory rankings last year.

2 min read
Economics

Bottom Line Undercuts Hot Quarter for Top-Line US GDP

Photo via Corine Solberg/Sipa USA/Newscom

Economists anticipated a 2.5% rate, so the better-than-expected top line figure was obviously cause for celebration, right?

2 min read

Advisor Upside

Women Advisors Now Make Up 24% of Workforce. There’s a Long Way to Go

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The industry is far from parity, but progress has been made over the past decade.

2 min read
Advisor Upside

Art Might Be Beautiful, but Where Does it Fit in Portfolios?

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Just like sports memorabilia and Pokémon cards, art is a risky venture that most clients probably shouldn’t touch.

1 min read
Advisor Upside

How Advisors Can Keep More Clients When Changing Firms

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A new report shows transitioning advisors may lose nearly a quarter of managed assets.

2 min read
ETF Upside

Crypto ETFs Get Major Relief From SEC

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Bitcoin, Ether and other crypto ETFs are no longer limited to cash transactions — they can use in-kind creation and redemption.

2 min read
Industrials

Boeing Touts Turnaround Year as Embattled Aerospace Giant Cuts Costs

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The company, mired in too many scandals and setbacks to print, lost nearly $12 billion when all was said and done in 2024.

2 min read
Healthcare

UnitedHealth Provides Painful 2025 Prognosis Amid Spiraling Treatment Costs

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Staffing shortages, rising prescription drug use, and costly new therapies have driven inflation in the medical sector.

2 min read
Finance

Can the S&P 500 Sustain a #HotStockSummer?

Photo by Vlada Karpovich via Pexels

On Tuesday, the S&P 500 closed down 0.3%, snapping a remarkable streak of six straight closing highs through Monday.

2 min read
ETF Upside

ETF Sales: A Tale of Bitcoin and the S&P 500

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BlackRock and Vanguard have raked in cash in very different places, highlighting some of the differences in their ETF customer bases.

2 min read

Advisor Upside

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

Banking on a Fed Rate Cut Today, Investors Look for Hints of What’s Next

Photo via Annabelle Gordon/Sipa USA/Newscom

1 min read
UPS Eliminates 48,000 Jobs While Working Toward $3.5 Billion Cost-Cutting Target

Photo via Lindsey Nicholson/UCG/Universal Images Group/Newscom

2 min read
Microsoft, OpenAI (Finally) Finalize Terms of Not-Quite Divorce

Photo via Mattie Neretin/Sipa USA/Newscom

2 min read

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