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Advisor Upside

Inside Envestnet’s $1B Bet on Growth with CEO Chris Todd

Photo via Envestnet

After a take-private deal in 2024, the company recently announced a $1 billion spending spree to supercharge growth.

5 min read
Markets

Limbo for Longer: Don’t Expect More Fed Rate Cuts Before Mid-2026

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

2026 presents a catch-22 for the Fed. It normally cuts rates to buoy hiring, which tightened last year, but that could drive up inflation.

5 min read
Semiconductors

Supply Shortages Send Intel Stock Sputtering

Photo by JHVEPhoto via iStock

The good news is that CFO David Zinsner said that the company expects its supply to rebound through the rest of the year.

1 min read
Banking

Huntington Bank’s 21% Growth Shows Main Street’s up for Borrowing

Photo by jetcityimage via iStock

Huntington Bancshares reported that its average commercial loans grew 12% from the prior quarter and 21% from a year ago in Q4.

2 min read

Advisor Upside

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

AI Drug Designer Isomorphic Details Lofty Plans for $2.1B in New Funding

Photo via Stephane Lemouton/SIPA/Newscom

1 min read
World’s First Catastrophe Bond ETF Braces for Hurricane Season

Photo by Dannel Malloy via CC BY 2.0

2 min read
Fidelity to Tack Service Fees on 100 More ETFs. Boutique Issuers May Be Hit Hardest

Photo by Sundry Photography via iStock

2 min read

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