The Daily Upside

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

New Stablecoin Bills Are Normalizing Crypto for Advisors

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Experts said the GENIUS Act, signed into law this month, will make advisors more confident about getting into digital currencies.

2 min read
Advisor Upside

AI Set to Play More of a Role in Investment Selection

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Many advisors see AI as a big influencer in their jobs in the future, and one researcher expects the technology to be acting as a fiduciary in a few years.

2 min read
Advisor Upside

Maintaining Client Relationships During Off-Hours

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The growing expectation that clients should be able to get in touch with their advisors at a moment’s notice can disrupt vacations.

2 min read

Electric Vehicles

Can Tesla and Samsung Find Salvation in Each Other?

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For Samsung, it’s a chance to finally carve out some foundry industry market share from rival chipmaker TSMC.

2 min read
Consumer

Is Nike Pulling Off Its Comeback Plan?

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In its fiscal year 2025 earnings call, the company said it projects new tariffs will saddle it with $1 billion in additional costs this year.

2 min read
International Economics

Trump’s ‘Biggest Deal Ever’ With EU Prompts Yawn From Wall Street

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The deal sets 15% baseline tariffs on EU goods and commits the bloc to buy billions of dollars worth of US energy and defense products.

2 min read
CIO Upside

Microsoft SharePoint Attacks Show Weaknesses of On-Prem Storage vs. Cloud

Photo via Ed Hardie

‘Given enough of an attack surface … it is going to be attacked’

2 min read

CIO Upside

White House Deregulation of AI Creates Fresh Pitfalls for Businesses

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‘Part of the challenge is that (the executive orders) fundamentally misunderstand how the technology works’

2 min read
CIO Upside

Google Patent Straightens Out AI Training Data

Photo via U.S. Patent and Trademark Office

Cloud computing and AI are massive parts of Google’s business.

1 min read
Policy & Power

Defense Earnings Highlight Peril, Payoff of Contracting

Photo via Jen Golbeck/ZUMAPRESS/Newscom

A slew of quarterly reports last week showed, even with analysts flashing buy recommendations, the defense sector is a sensitive one.

2 min read
Electric Vehicles

‘Flying Car’ Industry Taxis Toward Takeoff

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A US-based startup, backed by Japan’s Toyota, and a freshly capitalized initiative in China could make flying cars a full reality next year.

2 min read

Real Estate

US Housing Market Mired in the Mud

Photo via Michele Eve Sandberg/Sipa USA/Newscom

While June typically marks the hottest point of the year for home sales, last month instead saw a decline as prices rose to a record high.

2 min read
ETF Upside

What Coca-Cola’s New Sugar-Cane Coke Means for a Sugar ETF

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The world’s leading beverage company plans to add a cane-sugar version of its namesake beverage in the US.

2 min read
ETF Upside

Why the SEC Keeps Putting Off Diversified Crypto ETFs

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The agency this week delayed approving Bitwise’s ETF conversion, a sign of hesitancy despite a crypto-friendly government.

2 min read
ETF Upside

Faith-Based Firm Led by Bob Doll Adds First ETFs

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Crossmark, which provides similar values-screening strategies in SMAs, is applying them to a pair of ETFs.

1 min read
Blockchain

Stablecoins Are Here to Stay. Who Stands to Gain From Them?

Photo illustration by Connor Lin / The Daily Upside, Photos by Hammad Khan via iStock and Chris Kleponis/ZUMAPRESS/Newscom

Companies that have been waiting on the crypto sidelines are likely about to jump in the game following the passage of the GENIUS Act.

4 min read
Advisor Upside

Women Stand to Inherit Trillions of Dollars. They’re Still Underserved

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

Targeted marketing and tailored communication can build loyalty.

4 min read
Industries

American, Delta Take Opposite Sides of AI Pricing Debate

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In its earnings call earlier this month, Delta said that around 3% of domestic tickets sold this year have been priced by the AI tech.

2 min read
M&A

Watch Your Freight: Railroad Giants Talk $200 Billion Merger

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A merger between Norfolk Southern and Union Pacific would create a coast-to-coast rail operator, something that doesn’t exist in the US.

2 min read

Advisor Upside

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

Annuity Sales Continue to Shatter Records in Q3

Photo by Getty Images via Unsplash

2 min read
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

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