The Daily Upside

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

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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?

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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
ETF Upside

Why Goldman Sachs Jumped Back into Lead Market Making

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Wall Street giant Goldman Sachs has emerged as the lead market maker of the $34 million Capital Group US Large Growth ETF.

1 min read
ETF Upside

Are Faith-Based ETFs the Answer to Clients’ Prayers?

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The faith-based ETF segment focuses less on generating alpha and more on adhering to religious principles and values.

2 min read

Advisor Upside

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

Government Shutdown Disrupts Flight Schedules, Clouds Holiday Travel Plans

Photo via JOHN ANGELILLO/UPI/Newscom

1 min read
Will Boston Wage War on Waymo?

Photo via Samuel Rigelhaupt/Sipa USA/Newscom

2 min read
Stock-Split Speculation Looms over Surveillance Tech Firm Palantir’s Earnings

Photo via Gage Skidmore/ZUMAPRESS/Newscom

2 min read

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